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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.3B +$9.65M +50,365 +0.1%
BlackRock
2
BlackRock
New York
$7.72B -$110M -573,120 -1%
State Street
3
State Street
Massachusetts
$3.94B -$118M -618,041 -3%
Capital International Investors
4
Capital International Investors
California
$3.8B -$90.1M -470,031 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.7B +$11.8M +61,408 +0.3%
Capital World Investors
6
Capital World Investors
California
$3.28B +$2.34M +12,205 +0.1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.79B +$1.99M +10,401 +0.1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.35B -$56M -291,967 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.87B +$40.6M +211,610 +2%
Ameriprise
10
Ameriprise
Minnesota
$1.58B +$6.1M +31,821 +0.4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.47B -$101M -528,935 -6%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$1.38B -$51.2M -267,283 -4%
Bank of America
13
Bank of America
North Carolina
$1.32B +$33.3M +173,740 +3%
Morgan Stanley
14
Morgan Stanley
New York
$1.17B +$28.9M +150,655 +3%
Northern Trust
15
Northern Trust
Illinois
$1.14B +$52M +271,408 +5%
Norges Bank
16
Norges Bank
Norway
$926M +$65.1M +339,698 +8%
N
17
Nuveen
North Carolina
$848M -$13.8M -72,219 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$811M -$2.38M -12,399 -0.3%
Parnassus Investments
19
Parnassus Investments
California
$808M -$16M -83,378 -2%
Goldman Sachs
20
Goldman Sachs
New York
$788M +$70.7M +369,100 +10%
UBS AM
21
UBS AM
Illinois
$752M -$5.61M -29,287 -0.7%
Lazard Asset Management
22
Lazard Asset Management
New York
$716M -$12.9M -67,243 -2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$693M -$19.8M -103,054 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$690M -$23.8M -124,139 -3%
Artisan Partners
25
Artisan Partners
Wisconsin
$652M -$18.6M -96,790 -3%