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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
BCM
401
Becker Capital Management
Oregon
$3.47M -$205K -1,280 -5%
BF
402
BOK Financial
Oklahoma
$3.46M +$313K +1,953 +9%
ORI
403
Oak Ridge Investments
Illinois
$3.41M -$79.9K -498 -2%
LI
404
Lafayette Investments
Maryland
$3.4M
MIC
405
MU Investments Company
Japan
$3.39M
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$3.35M
SSA
407
Schonfeld Strategic Advisors
New York
$3.29M +$1.85M +11,525 +110%
GI
408
GAMCO Investors
Connecticut
$3.25M -$7.7K -48 -0.2%
WF
409
Welch & Forbes
Massachusetts
$3.2M
Fayez Sarofim & Co
410
Fayez Sarofim & Co
Texas
$3.17M +$1.67M +10,400 +96%
MYAM
411
Meiji Yasuda Asset Management
Japan
$3.17M -$161K -1,003 -5%
IC
412
IEQ Capital
California
$3.11M +$852K +5,310 +34%
TAF
413
Tredje AP-fonden
Sweden
$3.08M -$6.62M -41,283 -67%
Financial Engines Advisors
414
Financial Engines Advisors
California
$3.07M +$826K +5,149 +33%
KWILP
415
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.07M
EL
416
Essex LLC
Illinois
$3.04M -$55K -343 -2%
CPA
417
Capital Planning Advisors
California
$3.04M +$277K +1,729 +9%
PPW
418
Parcion Private Wealth
Washington
$3.01M -$1.6K -10 -0%
VAS
419
Vestmark Advisory Solutions
Massachusetts
$2.99M +$543K +3,384 +20%
RC
420
RBF Capital
California
$2.99M
ACM
421
AlphaCrest Capital Management
New York
$2.95M +$1.82M +11,323 +134%
TAIM
422
Te Ahumairangi Investment Management
New Zealand
$2.94M -$597K -3,720 -16%
SFA
423
Souders Financial Advisors
Ohio
$2.94M -$274K -1,707 -8%
SLI
424
Sumitomo Life Insurance
Japan
$2.93M -$245K -1,524 -7%
SAM
425
Sompo Asset Management
Japan
$2.93M -$152K -950 -5%

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.