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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
176
LPL Financial
California
$38.4M +$4.58M +23,916 +13%
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$37.8M -$26.4M -137,973 -41%
AIM
178
Avity Investment Management
Connecticut
$37.7M -$1.12M -5,857 -3%
IIM
179
INTECH Investment Management
Florida
$37M -$33M -172,308 -47%
BMSSC
180
B. Metzler seel. Sohn & Co
Germany
$36.8M +$405K +2,113 +1%
VLKIM
181
Van Lanschot Kempen Investment Management
Netherlands
$36.5M -$149K -780 -0.4%
Susquehanna International Group
182
Susquehanna International Group
Pennsylvania
$36.3M -$1.34M -6,980 -4%
TRSOTSOK
183
Teachers Retirement System of the State of Kentucky
Kentucky
$34.6M -$2.38M -12,414 -6%
RG
184
Rathbones Group
United Kingdom
$34.5M +$15.5M +81,113 +81%
Corient Private Wealth
185
Corient Private Wealth
Florida
$34.3M +$1.91M +9,950 +6%
HKAM
186
Horizon Kinetics Asset Management
New York
$34.3M -$5.49M -28,664 -14%
DP
187
Dundas Partners
United Kingdom
$34.1M
AIM
188
Artemis Investment Management
United Kingdom
$33M +$1.2M +6,256 +4%
GT
189
Glenmede Trust
Pennsylvania
$31.5M +$8.17M +42,633 +35%
Rafferty Asset Management
190
Rafferty Asset Management
New York
$31.5M +$1.35M +7,019 +4%
PFO
191
Pathstone Family Office
New Jersey
$31.3M -$1.9M -9,936 -6%
Comerica Bank
192
Comerica Bank
Texas
$31.1M -$36.6M -190,871 -54%
AAM
193
Ardevora Asset Management
United Kingdom
$30.8M -$27.6M -144,091 -47%
AIG
194
American International Group
New York
$30.8M -$338K -1,762 -1%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$30.8M -$1.15M -5,979 -4%
ZIM
196
Zacks Investment Management
Illinois
$30.7M +$607K +3,166 +2%
Franklin Resources
197
Franklin Resources
California
$30M +$2.12M +11,080 +8%
Osaic Holdings
198
Osaic Holdings
Arizona
$29.7M +$13.8M +71,987 +86%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$29.4M +$4.99M +26,021 +20%
FAF
200
Fjarde Ap-fonden
Sweden
$29.3M -$1.99M -10,400 -6%