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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
DILIC
201
Dai-ichi Life Insurance Company
Japan
$27.7M +$2.36M +12,208 +9%
WT
202
Whittier Trust
California
$27.5M +$277K +1,436 +1%
US Bancorp
203
US Bancorp
Minnesota
$27.3M -$349K -1,805 -1%
CP
204
Cumberland Partners
Ontario, Canada
$27.3M -$330K -1,710 -1%
SOMRS
205
State of Michigan Retirement System
Michigan
$27.1M -$38.6K -200 -0.1%
FAF
206
Fjarde Ap-fonden
Sweden
$27M -$2.13M -11,000 -7%
Axa
207
Axa
France
$26.7M +$569K +2,946 +2%
ASRS
208
Arizona State Retirement System
Arizona
$26.3M -$205K -1,062 -0.8%
HKAM
209
Horizon Kinetics Asset Management
New York
$25.9M -$8.39M -43,424 -24%
MIM
210
MetLife Investment Management
New Jersey
$25.8M -$511K -2,646 -2%
GC
211
Guggenheim Capital
Illinois
$25.7M +$3.87M +20,040 +17%
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$25.5M -$10.9M -56,381 -30%
Neuberger Berman Group
213
Neuberger Berman Group
New York
$25.4M -$944K -4,884 -4%
X
214
Xponance
Pennsylvania
$25.3M +$1.87M +9,653 +8%
Osaic Holdings
215
Osaic Holdings
Arizona
$25.3M -$4.38M -22,665 -15%
EAM
216
EULAV Asset Management
Florida
$25M
SYBT
217
Stock Yards Bank & Trust
Kentucky
$25M -$1.47M -7,596 -5%
FDCDDQ
218
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.5M -$1.79M -9,254 -7%
CWM
219
CIBC World Markets
New York
$24.4M +$6.77M +35,054 +37%
SLAM
220
Swiss Life Asset Management
$24.2M -$4.47M -23,157 -15%
FAF
221
Första AP-fonden
Sweden
$24M +$19.3K +100 +0.1%
PWLP
222
Prio Wealth Limited Partnership
Massachusetts
$23.6M +$118K +609 +0.5%
OCAM
223
Onex Canada Asset Management
Ontario, Canada
$23.5M -$5.03M -26,031 -17%
AB
224
Amalgamated Bank
New York
$23.4M -$1.27M -6,575 -5%
QCM
225
QRG Capital Management
Illinois
$23.2M +$519K +2,685 +2%