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MRSH

Marsh

1,073 hedge funds and large institutions have $67.8B invested in Marsh in 2021 Q3 according to their latest regulatory filings, with 132 funds opening new positions, 388 increasing their positions, 350 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 51

11% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 350

7% more capital invested

Capital invested by funds: $63.4B → $67.8B (+$4.4B)

7% more funds holding

Funds holding: 1,0051,073 (+68)

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0.44% less ownership

Funds ownership: 89.14%88.69% (-0.44%)

5% less call options, than puts

Call options by funds: $116M | Put options by funds: $122M

Holders
1,073
Holders Change
+68
Holders Change %
+6.77%
% of All Funds
18.79%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.32%
New
132
Increased
388
Reduced
350
Closed
51
Calls
$116M
Puts
$122M
Net Calls
-$6.08M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.36B +$14.6M +96,260 +0.2%
BlackRock
2
BlackRock
New York
$6.08B +$78.2M +517,226 +1%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.24B -$990M -6,548,710 -19%
State Street
4
State Street
Massachusetts
$3.51B -$16.5M -109,309 -0.5%
Capital International Investors
5
Capital International Investors
California
$3.12B -$204M -1,350,166 -6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.78B -$114M -752,374 -4%
Capital World Investors
7
Capital World Investors
California
$2.62B +$129M +855,424 +5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.27B -$112M -741,136 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.82B +$307M +2,029,482 +20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.24B -$96M -634,520 -7%
Bank of America
11
Bank of America
North Carolina
$1.15B +$50M +330,856 +5%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$1.08B +$97.1M +642,308 +10%
Ameriprise
13
Ameriprise
Minnesota
$1.05B -$16M -105,705 -2%
UBS AM
14
UBS AM
Illinois
$1.04B +$159M +1,054,561 +18%
Northern Trust
15
Northern Trust
Illinois
$935M -$24.7M -163,238 -3%
Primecap Management
16
Primecap Management
California
$929M -$32.4M -214,289 -3%
Goldman Sachs
17
Goldman Sachs
New York
$880M +$309M +2,041,741 +54%
N
18
Nuveen
North Carolina
$876M +$5.77M +38,126 +0.7%
JP Morgan Chase
19
JP Morgan Chase
New York
$819M -$171M -1,132,824 -17%
Artisan Partners
20
Artisan Partners
Wisconsin
$780M -$2.06M -13,649 -0.3%
LP
21
Longview Partners
Guernsey
$722M +$409M +2,706,929 +131%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$595M +$5.13M +33,897 +0.9%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$582M -$12.3M -81,427 -2%
American Century Companies
24
American Century Companies
Missouri
$569M -$62.2M -411,505 -10%
Legal & General Group
25
Legal & General Group
United Kingdom
$553M +$21.5M +142,418 +4%