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MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.3B +$34.8M +180,128 +0.4%
BlackRock
2
BlackRock
New York
$7.77B +$84M +434,780 +1%
State Street
3
State Street
Massachusetts
$3.98B +$53.9M +279,183 +1%
Capital International Investors
4
Capital International Investors
California
$3.78B +$3.79M +19,609 +0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.69B +$8.7M +45,016 +0.2%
Capital World Investors
6
Capital World Investors
California
$3.26B +$168K +867 +0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.35B -$431M -2,230,121 -15%
Morgan Stanley
8
Morgan Stanley
New York
$2.31B +$1.16B +6,028,142 +98%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$2.29B -$48.2M -249,516 -2%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$1.94B +$488M +2,526,701 +33%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.89B +$33.7M +174,275 +2%
Ameriprise
12
Ameriprise
Minnesota
$1.47B -$103M -530,533 -6%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$1.36B -$16.3M -84,454 -1%
Bank of America
14
Bank of America
North Carolina
$1.25B -$67.4M -348,895 -5%
Northern Trust
15
Northern Trust
Illinois
$1.08B -$53.4M -276,564 -5%
Norges Bank
16
Norges Bank
Norway
$1.05B +$128M +664,522 +14%
N
17
Nuveen
North Carolina
$867M +$23.3M +120,636 +3%
Parnassus Investments
18
Parnassus Investments
California
$807M +$2.21M +11,459 +0.3%
JP Morgan Chase
19
JP Morgan Chase
New York
$805M -$2.36M -12,192 -0.3%
UBS AM
20
UBS AM
Illinois
$771M +$22.9M +118,700 +3%
Lazard Asset Management
21
Lazard Asset Management
New York
$710M -$2.52M -13,031 -0.3%
Legal & General Group
22
Legal & General Group
United Kingdom
$687M +$642K +3,322 +0.1%
Goldman Sachs
23
Goldman Sachs
New York
$684M -$102M -528,994 -13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$678M -$11.8M -61,247 -2%
UBS Group
25
UBS Group
Switzerland
$658M +$59M +305,440 +10%