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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
V
426
Veritable
Delaware
$2.93M -$63.9K -398 -2%
USAA
427
United Services Automobile Association
Texas
$2.92M +$168K +1,044 +6%
AWM
428
Accurate Wealth Management
Florida
$2.9M +$3M +18,695 New
VRM
429
Vectors Research Management
New York
$2.89M -$636K -3,964 -17%
ACM
430
Aquatic Capital Management
Illinois
$2.84M +$3.05M +19,000 New
MBTD
431
Mechanics Bank - Trust Department
California
$2.79M -$22.8K -142 -0.8%
SBWIC
432
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.79M -$63.4K -395 -2%
HC
433
HNP Capital
New York
$2.78M -$587K -3,657 -16%
RWM
434
Ritholtz Wealth Management
New York
$2.77M +$2.38M +14,857 +402%
NMIMC
435
Northwestern Mutual Investment Management Company
Wisconsin
$2.77M -$631K -3,934 -18%
LGF
436
LGT Group Foundation
Liechtenstein
$2.75M -$7.22K -45 -0.2%
PF
437
Phoenix Financial
Israel
$2.74M +$731K +4,554 +34%
Squarepoint
438
Squarepoint
New York
$2.72M +$2.92M +18,224 New
BCV
439
Banque Cantonale Vaudoise
Switzerland
$2.71M
MNBTD
440
Moody National Bank Trust Division
Texas
$2.68M
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.67M +$118K +735 +4%
BFEC
442
Benjamin F. Edwards & Company
Missouri
$2.66M +$770K +4,801 +37%
API
443
Advisor Partners II
California
$2.66M +$2.86M +17,800 New
AC
444
Allstate Corporation
Illinois
$2.61M +$389K +2,424 +16%
LA
445
Lindenwold Advisors
Pennsylvania
$2.57M +$40.9K +255 +2%
LCM
446
Laurion Capital Management
New York
$2.56M +$2.76M +17,184 New
Assenagon Asset Management
447
Assenagon Asset Management
Luxembourg
$2.54M +$1.31M +8,148 +92%
MUAMU
448
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.54M -$802K -5,000 -23%
OCM
449
Olstein Capital Management
New York
$2.54M +$160K +1,000 +6%
Bessemer Group
450
Bessemer Group
New Jersey
$2.53M +$217K +1,353 +9%

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.