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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
Bank of Nova Scotia
201
Bank of Nova Scotia
Ontario, Canada
$28.9M +$20.7M +108,038 +247%
SLAM
202
Swiss Life Asset Management
$28.7M +$2.86M +14,945 +11%
OCAM
203
Onex Canada Asset Management
Ontario, Canada
$28.6M -$4.29M -22,374 -13%
1832 Asset Management
204
1832 Asset Management
Ontario, Canada
$28.6M +$23.9M +124,895 +495%
Macquarie Group
205
Macquarie Group
Australia
$28.5M +$5.53M +28,828 +16%
US Bancorp
206
US Bancorp
Minnesota
$27.8M +$105K +547 +0.4%
CP
207
Cumberland Partners
Ontario, Canada
$27.6M +$203K +1,060 +0.7%
WT
208
Whittier Trust
California
$27.3M +$675K +3,520 +3%
SOMRS
209
State of Michigan Retirement System
Michigan
$27.3M -$498K -2,600 -2%
ASRS
210
Arizona State Retirement System
Arizona
$26.6M -$283K -1,479 -1%
SYBT
211
Stock Yards Bank & Trust
Kentucky
$26.5M -$7.06M -36,841 -21%
Neuberger Berman Group
212
Neuberger Berman Group
New York
$26.5M +$751K +3,918 +3%
MIM
213
MetLife Investment Management
New Jersey
$26.4M -$647K -3,376 -2%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.4M -$1.84M -9,606 -6%
Axa
215
Axa
France
$26.3M -$3.71M -19,353 -12%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$26.3M +$142K +743 +0.5%
DILIC
217
Dai-ichi Life Insurance Company
Japan
$25.5M -$853K -4,449 -3%
EAM
218
EULAV Asset Management
Florida
$25.1M
BPWM
219
Badgley Phelps Wealth Managers
Washington
$25.1M -$1.17M -6,080 -4%
SW
220
SVB Wealth
Massachusetts
$25M -$3.38M -17,647 -12%
AB
221
Amalgamated Bank
New York
$24.7M -$3.31M -17,281 -12%
DC
222
Davenport & Co
Virginia
$24.7M -$712K -3,717 -3%
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$24.4M +$236K +1,232 +1%
FAF
224
Första AP-fonden
Sweden
$24.1M -$1.9M -9,900 -7%
MAM
225
Martingale Asset Management
Massachusetts
$23.9M +$842K +4,392 +4%