We are live on ! Find out more
MRSH

Marsh

1,158 hedge funds and large institutions have $65.1B invested in Marsh in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 452 increasing their positions, 395 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 76

14% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 395

8% more funds holding in top 10

Funds holding in top 10: 2527 (+2)

7% more call options, than puts

Call options by funds: $83.3M | Put options by funds: $77.9M

1% more funds holding

Funds holding: 1,1481,158 (+10)

0.01% less ownership

Funds ownership: 88%87.99% (-0.01%)

5% less capital invested

Capital invested by funds: $68.2B → $65.1B (-$3.13B)

Holders
1,158
Holders Change
+10
Holders Change %
+0.87%
% of All Funds
19.95%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
452
Reduced
395
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
351
Apollon Wealth Management
South Carolina
$5.4M +$495K +3,085 +9%
ROC
352
Running Oak Capital
Minnesota
$5.38M +$5.78M +36,016 New
CCFCSB
353
Cape Cod Five Cents Savings Bank
Massachusetts
$5.37M +$118K +733 +2%
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$5.2M +$437K +2,722 +8%
AAM
355
Auxier Asset Management
Oregon
$5.19M -$11.2K -70 -0.2%
CM
356
Churchill Management
California
$5.19M -$52.1K -325 -0.9%
AT
357
American Trust
Kentucky
$5.16M +$112K +699 +2%
EGM
358
Engineers Gate Manager
New York
$5.16M +$4.04M +25,160 +268%
IIM
359
Ipswich Investment Management
Massachusetts
$5.1M -$76.2K -475 -1%
WA
360
Watchtower Advisors
Connecticut
$5.08M
TVWM
361
Tower View Wealth Management
Wisconsin
$5.07M +$30K +187 +0.6%
WCF
362
West Coast Financial
California
$4.93M +$5.3M +33,019 New
SCA
363
Stokes Capital Advisors
South Carolina
$4.83M +$54.7K +341 +1%
VPIM
364
Vanguard Personalized Indexing Management
California
$4.82M +$337K +2,098 +7%
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$4.76M +$16K +100 +0.3%
EWA
366
Exencial Wealth Advisors
Oklahoma
$4.72M +$129K +802 +3%
VCM
367
Vetamer Capital Management
California
$4.71M +$707K +4,406 +16%
TPM
368
Triasima Portfolio Management
Quebec, Canada
$4.71M +$1.58M +9,855 +45%
RBA
369
Richard Bernstein Advisors
New York
$4.69M
CCP
370
Corient Capital Partners
California
$4.62M +$40.4K +252 +0.9%
NC
371
Northcape Capital
Australia
$4.58M -$729K -4,546 -13%
AF
372
Alerus Financial
North Dakota
$4.58M +$1.58M +9,840 +47%
IMRF
373
Illinois Municipal Retirement Fund
Illinois
$4.54M
SAM
374
Shell Asset Management
Netherlands
$4.44M -$1.18M -7,371 -20%
BWM
375
BNC Wealth Management
Oregon
$4.39M

MRSH Hedge Fund Activity: Q3 2022 in Review

1,158 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2022, worth a combined $65.1B — down 4.6% from $68.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MRSH positions and 76 closed out — a net gain of 25 holders — while 452 added to existing stakes and 395 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $255M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.1B.

  • 1,158 institutional investors held Marsh (MRSH) as of Q3 2022, up from 1,148 in Q2 2022.
  • Funds reported $65.1B of Marsh stock for Q3 2022, down 4.6% quarter-over-quarter.
  • 101 funds opened new Marsh positions in Q3 2022 and 76 closed out, a net change of +25 holders.
  • The largest Marsh buyer in Q3 2022 was Fidelity Investments, an estimated $255M added.
  • The largest Marsh seller in Q3 2022 was T. Rowe Price Associates, an estimated $1.1B sold.

Based on aggregated 13F filings for Q3 2022.