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MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.28B -$1.45M -8,695 -0%
BlackRock
2
BlackRock
New York
$7.24B +$51.7M +310,250 +0.7%
State Street
3
State Street
Massachusetts
$3.48B -$166M -993,655 -5%
Capital International Investors
4
Capital International Investors
California
$3.4B +$2.71M +16,251 +0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.09B -$128M -765,425 -4%
Capital World Investors
6
Capital World Investors
California
$2.86B +$1.44M +8,653 +0.1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.42B -$22.7M -136,508 -0.9%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.13B -$13.2M -79,074 -0.6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.71B -$2.64M -15,853 -0.2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.6B +$74.1M +444,685 +5%
Ameriprise
11
Ameriprise
Minnesota
$1.36B +$87.6M +525,596 +7%
Bank of America
12
Bank of America
North Carolina
$1.34B +$25.6M +153,613 +2%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$1.28B -$21.5M -129,156 -2%
Morgan Stanley
14
Morgan Stanley
New York
$1.02B -$28.2M -169,381 -3%
Northern Trust
15
Northern Trust
Illinois
$1B -$7.29M -43,766 -0.7%
Goldman Sachs
16
Goldman Sachs
New York
$801M +$98.2M +589,510 +14%
N
17
Nuveen
North Carolina
$777M -$9.43M -56,603 -1%
Parnassus Investments
18
Parnassus Investments
California
$712M -$5.34M -32,060 -0.7%
JP Morgan Chase
19
JP Morgan Chase
New York
$688M -$140M -842,971 -17%
Norges Bank
20
Norges Bank
Norway
$677M +$13.6M +81,784 +2%
UBS AM
21
UBS AM
Illinois
$663M -$16.6M -99,564 -2%
ClearBridge Investments
22
ClearBridge Investments
New York
$639M +$96.1M +576,958 +18%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$635M -$15.4M -92,447 -2%
Lazard Asset Management
24
Lazard Asset Management
New York
$625M +$16.1M +96,774 +3%
Legal & General Group
25
Legal & General Group
United Kingdom
$616M +$5.49M +32,930 +0.9%