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MRSH

Marsh

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,2241,255 (+31)

0.17% more ownership

Funds ownership: 87.68%87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Rafferty Asset Management
201
Rafferty Asset Management
New York
$29.9M -$1.44M -8,095 -5%
ZIM
202
Zacks Investment Management
Illinois
$29.7M +$648K +3,651 +2%
Axa
203
Axa
France
$29.6M -$35.3K -199 -0.1%
SW
204
SVB Wealth
Massachusetts
$28M -$7.44M -41,906 -22%
FDCDDQ
205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.9M +$8.96M +50,477 +52%
AA
206
ALPS Advisors
Colorado
$27.9M -$676K -3,810 -3%
AB
207
Amalgamated Bank
New York
$27.7M +$319K +1,798 +1%
Franklin Resources
208
Franklin Resources
California
$27.6M +$2.27M +12,778 +10%
GF
209
Gabelli Funds
New York
$27.6M +$2.34M +13,200 +10%
D.E. Shaw & Co
210
D.E. Shaw & Co
New York
$27.5M +$18.3M +102,952 +239%
SOMRS
211
State of Michigan Retirement System
Michigan
$27.4M -$2.5M -14,100 -9%
US Bancorp
212
US Bancorp
Minnesota
$27.4M -$1.02M -5,748 -4%
CP
213
Cumberland Partners
Ontario, Canada
$27.1M -$79.5K -448 -0.3%
MIM
214
MetLife Investment Management
New Jersey
$26.7M -$589K -3,319 -2%
ASRS
215
Arizona State Retirement System
Arizona
$26.6M +$1.08M +6,079 +4%
WT
216
Whittier Trust
California
$26.3M -$358K -2,019 -1%
DILIC
217
Dai-ichi Life Insurance Company
Japan
$26M -$532K -3,000 -2%
BPWM
218
Badgley Phelps Wealth Managers
Washington
$25.9M -$132K -742 -0.5%
Handelsbanken Fonder
219
Handelsbanken Fonder
Sweden
$25.9M +$841K +4,738 +4%
CGIM
220
Capital Group Investment Management
Singapore
$25.7M
HighTower Advisors
221
HighTower Advisors
Illinois
$25.7M +$2.36M +13,273 +11%
FAF
222
Första AP-fonden
Sweden
$25.7M -$2.87M -16,200 -11%
CWM
223
CIBC World Markets
New York
$25.6M +$3.47M +19,573 +17%
SLAM
224
Swiss Life Asset Management
$25.5M +$4.94M +27,825 +26%
Neuberger Berman Group
225
Neuberger Berman Group
New York
$25.4M -$624K -3,518 -3%