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MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$38.3M -$571K -2,953 -1%
LPL Financial
177
LPL Financial
California
$38.1M -$135K -697 -0.3%
AIM
178
Avity Investment Management
Connecticut
$37.7M +$249K +1,287 +0.7%
BMSSC
179
B. Metzler seel. Sohn & Co
Germany
$37.7M +$1.16M +6,000 +3%
Pathstone Holdings
180
Pathstone Holdings
New Jersey
$37.7M +$38.4M +198,734 New
SO
181
STRS Ohio
Ohio
$37.2M -$1.74M -8,984 -4%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$36.1M +$10.1M +52,420 +38%
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$36M -$7.51M -38,868 -17%
GT
184
Glenmede Trust
Pennsylvania
$35.6M +$4.29M +22,196 +13%
Victory Capital Management
185
Victory Capital Management
Texas
$35.5M -$4.57M -23,630 -11%
Allspring Global Investments
186
Allspring Global Investments
North Carolina
$34.9M -$4M -20,682 -10%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$34.5M +$15.1M +77,893 +75%
Franklin Resources
188
Franklin Resources
California
$33.9M +$4.13M +21,392 +14%
DP
189
Dundas Partners
United Kingdom
$33.9M
Rafferty Asset Management
190
Rafferty Asset Management
New York
$33.1M +$1.74M +9,029 +5%
TRSOTSOK
191
Teachers Retirement System of the State of Kentucky
Kentucky
$32.8M -$1.62M -8,383 -5%
ZIM
192
Zacks Investment Management
Illinois
$30.9M +$296K +1,533 +1%
Comerica Bank
193
Comerica Bank
Texas
$30.6M -$386K -1,997 -1%
AIG
194
American International Group
New York
$30.6M -$96.4K -499 -0.3%
Skandinaviska Enskilda Banken (SEB)
195
Skandinaviska Enskilda Banken (SEB)
Sweden
$30.1M +$851K +4,403 +3%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$29.5M -$1.16M -6,005 -4%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$29.4M +$9.57M +49,502 +47%
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$28.8M +$360K +1,864 +1%
WorldQuant Millennium Advisors
199
WorldQuant Millennium Advisors
New York
$28.2M -$17.5M -90,712 -38%
BPWM
200
Badgley Phelps Wealth Managers
Washington
$27.9M +$3.04M +15,743 +12%