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MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$33.3M -$5.29M -31,753 -14%
Connor, Clark & Lunn Investment Management (CC&L)
177
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$33.3M +$6.29M +37,747 +23%
OCAM
178
Onex Canada Asset Management
Ontario, Canada
$33.2M +$4.86M +29,166 +17%
FLPIM
179
F.L. Putnam Investment Management
Massachusetts
$33M -$1.62M -9,735 -5%
TRSOTSOK
180
Teachers Retirement System of the State of Kentucky
Kentucky
$32.8M
VLKIM
181
Van Lanschot Kempen Investment Management
Netherlands
$32M -$6.95M -41,711 -18%
SW
182
SVB Wealth
Massachusetts
$31.8M -$3.13M -18,761 -9%
Macquarie Group
183
Macquarie Group
Australia
$30.7M -$10.3M -61,561 -25%
BMSSC
184
B. Metzler seel. Sohn & Co
Germany
$30.7M -$387K -2,325 -1%
Corient Private Wealth
185
Corient Private Wealth
Florida
$30.1M +$1.96M +11,770 +7%
DP
186
Dundas Partners
United Kingdom
$29.8M -$133K -800 -0.4%
Royal London Asset Management
187
Royal London Asset Management
United Kingdom
$29.8M +$761K +4,568 +3%
SYBT
188
Stock Yards Bank & Trust
Kentucky
$29.5M +$300K +1,798 +1%
CAG
189
Crestwood Advisors Group
Massachusetts
$29.2M -$1.49M -8,950 -5%
PFO
190
Pathstone Family Office
New Jersey
$28.8M -$30.7M -184,363 -52%
VCM
191
Vigilant Capital Management
Maine
$27.9M -$1.5M -8,998 -5%
Rafferty Asset Management
192
Rafferty Asset Management
New York
$27.8M -$4.03M -24,215 -13%
LPL Financial
193
LPL Financial
California
$27.5M +$3.8M +22,822 +16%
AIG
194
American International Group
New York
$27.1M +$54.3K +326 +0.2%
FAF
195
Fjarde Ap-fonden
Sweden
$27M -$1.09M -6,550 -4%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$26.8M -$25.2M -151,296 -48%
SOMRS
197
State of Michigan Retirement System
Michigan
$26.6M +$200K +1,200 +0.8%
AIM
198
Artemis Investment Management
United Kingdom
$26.6M
Axa
199
Axa
France
$26.3M +$344K +2,063 +1%
ZIM
200
Zacks Investment Management
Illinois
$25.7M +$1.12M +6,697 +5%