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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
Primecap Management
26
Primecap Management
California
$539M -$210M -1,308,250 -27%
Lazard Asset Management
27
Lazard Asset Management
New York
$531M -$5.07M -31,620 -0.9%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$529M -$18.3M -114,165 -3%
LP
29
Longview Partners
Guernsey
$473M -$121M -751,633 -19%
UBS Group
30
UBS Group
Switzerland
$448M -$24.2M -151,014 -5%
Deutsche Bank
31
Deutsche Bank
Germany
$447M -$35.8M -223,347 -7%
Wells Fargo
32
Wells Fargo
California
$438M +$2.37M +14,802 +0.5%
NLI
33
Nippon Life Insurance
Japan
$392M
Charles Schwab
34
Charles Schwab
California
$366M +$8.04M +50,117 +2%
Invesco
35
Invesco
Georgia
$354M -$19.2M -119,381 -5%
JIM
36
Jensen Investment Management
Oregon
$331M +$28.8M +179,485 +9%
BG
37
Bahl & Gaynor
Ohio
$330M +$35M +218,187 +11%
Swiss National Bank
38
Swiss National Bank
Switzerland
$325M -$931K -5,800 -0.3%
Diamond Hill Capital Management
39
Diamond Hill Capital Management
Ohio
$321M -$18.1M -112,611 -5%
Stifel Financial
40
Stifel Financial
Missouri
$319M +$5.79M +36,065 +2%
Capital Research Global Investors
41
Capital Research Global Investors
California
$319M +$127K +794 +0%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$294M -$34.5M -215,044 -10%
American Century Companies
43
American Century Companies
Missouri
$280M -$35.5M -220,946 -11%
FPP
44
Findlay Park Partners
United Kingdom
$244M
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$243M -$37.9M -235,943 -13%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$240M +$2.89M +17,998 +1%
Amundi
47
Amundi
France
$238M -$136M -847,733 -36%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$227M -$14.4M -89,592 -6%
ClearBridge Investments
49
ClearBridge Investments
New York
$198M +$107M +664,987 +101%
AllianceBernstein
50
AllianceBernstein
Tennessee
$196M -$8.23M -51,294 -4%

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.