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MRSH

Marsh

880 hedge funds and large institutions have $38.6B invested in Marsh in 2020 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 312 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 88.61%88.7% (+0.09%)

5% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 330

5% less funds holding

Funds holding: 923880 (-43)

22% less capital invested

Capital invested by funds: $49.8B → $38.6B (-$11.1B)

27% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 118

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

45% less call options, than puts

Call options by funds: $19M | Put options by funds: $34.7M

Holders
880
Holders Change
-43
Holders Change %
-4.66%
% of All Funds
19.39%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
86
Increased
312
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$10.4M +$5.59M +52,479 +78%
BPB
202
Badgley, Phelps & Bell
Washington
$10.3M -$4.49M -42,138 -26%
State of Tennessee, Department of Treasury
203
State of Tennessee, Department of Treasury
Tennessee
$10.3M -$168K -1,577 -1%
SOMRS
204
State of Michigan Retirement System
Michigan
$10M -$682K -6,400 -5%
GAM
205
Gotham Asset Management
New York
$9.55M -$4.14M -38,833 -26%
TFM
206
TPI Fund Managers
United Kingdom
$9.5M +$69.6K +653 +0.6%
Voloridge Investment Management
207
Voloridge Investment Management
Florida
$9.44M +$11.6M +109,138 New
XK
208
Xact Kapitalforvaltning
Sweden
$9.37M -$723K -6,777 -6%
Neuberger Berman Group
209
Neuberger Berman Group
New York
$9.19M -$401K -3,761 -3%
CRC
210
Curi RMB Capital
Illinois
$8.48M -$35.3K -331 -0.3%
PCM
211
Prana Capital Management
Connecticut
$8.48M +$10.5M +98,121 New
GC
212
Guggenheim Capital
Illinois
$8.39M -$5.2M -48,782 -33%
URS
213
Utah Retirement Systems
Utah
$8.36M
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$8.3M -$136K -1,276 -1%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$8.25M +$435K +4,078 +4%
VI
216
Vestcor Inc
New Brunswick, Canada
$8.23M +$743K +6,971 +8%
CFG
217
Citizens Financial Group
Rhode Island
$8.23M +$119K +1,118 +1%
Mitsubishi UFJ Asset Management
218
Mitsubishi UFJ Asset Management
Japan
$8.19M -$154K -1,440 -1%
JA
219
JLB & Associates
Michigan
$8.16M -$269K -2,525 -3%
MAM
220
Mastrapasqua Asset Management
Tennessee
$8.12M +$794K +7,452 +9%
RG
221
Rathbones Group
United Kingdom
$8.01M +$56.4K +529 +0.6%
Ensign Peak Advisors
222
Ensign Peak Advisors
Utah
$8M -$10.7M -100,815 -52%
TPSF
223
Texas Permanent School Fund
Texas
$7.93M +$259K +2,432 +3%
DILIC
224
Dai-ichi Life Insurance Company
Japan
$7.89M -$10.6M -99,007 -52%
FTI
225
Fiduciary Trust International
Massachusetts
$7.73M +$855K +8,020 +10%