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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
HSA
451
HBK Sorce Advisory
Pennsylvania
$2.53M +$412K +2,567 +18%
RWA
452
River Wealth Advisors
Pennsylvania
$2.52M -$116K -726 -4%
AAMU
453
AEGON Asset Management (UK)
United Kingdom
$2.52M -$168K -1,046 -6%
MLM
454
Mount Lucas Management
Pennsylvania
$2.51M -$57K -355 -2%
AIM
455
Aigen Investment Management
New York
$2.5M -$1.29M -8,068 -33%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$2.49M +$284K +1,769 +12%
FBT
457
First Bankers Trust
Kentucky
$2.48M -$57.4K -358 -2%
SDIC
458
South Dakota Investment Council
South Dakota
$2.48M
NIC
459
Northwest Investment Counselors
Oregon
$2.46M -$21.2K -132 -0.8%
E
460
Ergoteles
New York
$2.44M +$2.63M +16,368 New
CSPIA
461
Cary Street Partners Investment Advisory
Virginia
$2.41M +$16K +100 +0.6%
FCH
462
Freestone Capital Holdings
Washington
$2.4M -$351K -2,186 -12%
BTI
463
Blue Trust Inc
Georgia
$2.38M +$76.9K +479 +3%
KAS
464
Kestra Advisory Services
Texas
$2.38M -$945K -5,888 -27%
AWM
465
AE Wealth Management
Kansas
$2.38M -$284K -1,768 -10%
JF
466
Jump Financial
Illinois
$2.37M +$2.34M +14,577 +1,116%
SFS
467
Sowell Financial Services
Arkansas
$2.28M +$184K +1,144 +8%
LCM
468
Logan Capital Management
Pennsylvania
$2.25M -$2.89K -18 -0.1%
Federated Hermes
469
Federated Hermes
Pennsylvania
$2.2M +$424K +2,643 +22%
PAG
470
Private Advisor Group
New Jersey
$2.2M -$2.83M -17,614 -54%
OAM
471
Occidental Asset Management
California
$2.17M +$67.5K +421 +3%
FC
472
FORA Capital
Florida
$2.14M +$756K +4,714 +49%
CI
473
CX Institutional
Indiana
$2.12M +$62.3K +388 +3%
JG
474
Jefferies Group
New York
$2.09M +$2.25M +14,000 New
BL
475
Balentine LLC
Georgia
$2.08M +$251K +1,563 +13%

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.