We are live on ! Find out more
MRSH

Marsh

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,2241,255 (+31)

0.17% more ownership

Funds ownership: 87.68%87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.19B -$25M -140,967 -0.3%
BlackRock
2
BlackRock
New York
$7.74B -$411M -2,313,987 -5%
State Street
3
State Street
Massachusetts
$4.01B +$80.4M +453,081 +2%
Capital International Investors
4
Capital International Investors
California
$3.84B +$2.09M +11,768 +0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.64B +$141M +794,799 +4%
Capital World Investors
6
Capital World Investors
California
$3.24B +$36K +203 +0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.75B +$13.8M +77,814 +0.5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.38B -$26.2M -147,772 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.81B -$117M -657,382 -6%
Ameriprise
10
Ameriprise
Minnesota
$1.55B +$19.3M +108,783 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.55B -$246M -1,387,284 -14%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$1.41B -$30.1M -169,345 -2%
Bank of America
13
Bank of America
North Carolina
$1.27B -$232M -1,309,050 -16%
Morgan Stanley
14
Morgan Stanley
New York
$1.13B -$23.1M -130,055 -2%
Northern Trust
15
Northern Trust
Illinois
$1.07B -$56.6M -319,002 -5%
N
16
Nuveen
North Carolina
$852M -$24.1M -135,773 -3%
Norges Bank
17
Norges Bank
Norway
$852M +$82.2M +462,970 +11%
Parnassus Investments
18
Parnassus Investments
California
$815M +$9.77M +55,041 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$804M +$25.9M +146,147 +4%
Lazard Asset Management
20
Lazard Asset Management
New York
$720M +$13.1M +73,765 +2%
Goldman Sachs
21
Goldman Sachs
New York
$709M -$184M -1,037,393 -22%
ClearBridge Investments
22
ClearBridge Investments
New York
$708M -$13.4M -75,755 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$705M +$9.23M +52,015 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$704M -$12.3M -69,492 -2%
UBS AM
25
UBS AM
Illinois
$663M