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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
LNWWM
526
Laird Norton Wetherby Wealth Management
California
$1.49M +$226K +1,406 +16%
ZB
527
Zions Bancorporation
Utah
$1.47M +$20.1K +125 +1%
CSIC
528
Clifford Swan Investment Counsel
California
$1.46M -$4.01K -25 -0.3%
GT
529
Greenleaf Trust
Michigan
$1.45M +$209K +1,304 +16%
PRC
530
Pearl River Capital
Michigan
$1.45M +$1.55M +9,688 New
Walleye Capital
531
Walleye Capital
New York
$1.44M +$1.55M +9,657 New
OPS
532
Orion Portfolio Solutions
Nebraska
$1.43M +$402K +2,504 +35%
CIBC World Market
533
CIBC World Market
Ontario, Canada
$1.43M +$1.28M +7,987 +494%
MGP
534
Metis Global Partners
California
$1.43M +$155K +965 +11%
GC
535
Grimes & Company
Massachusetts
$1.43M +$5.94K +37 +0.4%
Wolverine Trading
536
Wolverine Trading
Illinois
$1.42M -$79.3K -494 -5%
ECM
537
Everence Capital Management
Indiana
$1.4M -$1.36M -8,480 -47%
CTA
538
Chesley Taft & Associates
Illinois
$1.4M
TCM
539
Teza Capital Management
Illinois
$1.4M +$1.5M +9,347 New
WAP
540
Wealthcare Advisory Partners
Pennsylvania
$1.39M +$120K +745 +9%
RIG
541
Roosevelt Investment Group
New York
$1.39M
MGIA
542
Moneta Group Investment Advisors
Missouri
$1.38M -$88.9K -554 -6%
MWM
543
Mission Wealth Management
California
$1.35M -$2.57K -16 -0.2%
LI
544
LMCG Investments
Massachusetts
$1.34M -$184K -1,145 -11%
ASN
545
Advisory Services Network
Georgia
$1.34M -$32.3K -201 -2%
WA1
546
Wimmer Associates 1
California
$1.34M +$16K +100 +1%
CAN
547
Cetera Advisor Networks
California
$1.33M -$40.6K -253 -3%
FTDI
548
First Trust Direct Indexing
Massachusetts
$1.32M +$41.6K +259 +3%
RWB
549
RMR Wealth Builders
New Jersey
$1.32M
CCG
550
Chatham Capital Group
Georgia
$1.32M +$753K +4,690 +113%

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.