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MRSH

Marsh

1,220 hedge funds and large institutions have $72.4B invested in Marsh in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 441 increasing their positions, 434 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 73

11% more capital invested

Capital invested by funds: $65.1B → $72.4B (+$7.28B)

5% more funds holding

Funds holding: 1,1581,220 (+62)

2% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 434

0.17% more ownership

Funds ownership: 87.99%88.17% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

7% less call options, than puts

Call options by funds: $66.3M | Put options by funds: $71.5M

Holders
1,220
Holders Change
+62
Holders Change %
+5.35%
% of All Funds
19.61%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
159
Increased
441
Reduced
434
Closed
73
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.21M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.23B +$30.8M +188,392 +0.4%
BlackRock
2
BlackRock
New York
$7.14B +$299M +1,826,660 +4%
State Street
3
State Street
Massachusetts
$3.62B -$23.9M -146,204 -0.7%
Capital International Investors
4
Capital International Investors
California
$3.38B -$1.19M -7,265 -0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.2B -$197M -1,202,315 -6%
Capital World Investors
6
Capital World Investors
California
$2.85B -$2.49M -15,250 -0.1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.43B -$77.8M -475,836 -3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.13B -$45.6M -278,738 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.7B +$10.7M +65,306 +0.6%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.52B +$120M +735,798 +9%
Bank of America
11
Bank of America
North Carolina
$1.31B -$56.3M -344,026 -4%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$1.29B +$40.8M +249,614 +3%
Ameriprise
13
Ameriprise
Minnesota
$1.26B -$83.9M -513,252 -6%
Morgan Stanley
14
Morgan Stanley
New York
$1.04B +$339M +2,075,928 +49%
Northern Trust
15
Northern Trust
Illinois
$1B +$442K +2,705 +0%
JP Morgan Chase
16
JP Morgan Chase
New York
$823M -$8.05M -49,234 -1%
N
17
Nuveen
North Carolina
$781M -$3.59M -21,953 -0.5%
Parnassus Investments
18
Parnassus Investments
California
$713M -$3M -18,336 -0.4%
Goldman Sachs
19
Goldman Sachs
New York
$698M -$97.1M -593,929 -12%
UBS AM
20
UBS AM
Illinois
$675M +$7.45M +45,577 +1%
Norges Bank
21
Norges Bank
Norway
$659M +$55M +336,385 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$647M -$2.99M -18,268 -0.5%
Artisan Partners
23
Artisan Partners
Wisconsin
$613M -$30.4M -185,700 -5%
Legal & General Group
24
Legal & General Group
United Kingdom
$606M -$60.1M -367,527 -9%
Lazard Asset Management
25
Lazard Asset Management
New York
$605M +$16.9M +103,512 +3%