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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
PP
551
Pegasus Partners
Wisconsin
$1.3M -$17.3K -108 -1%
LIA
552
LS Investment Advisors
Michigan
$1.28M
MF
553
Magnetar Financial
Illinois
$1.28M +$1.37M +8,562 New
NRS
554
Neville Rodie & Shaw
New York
$1.27M
BCWM
555
Bartlett & Co Wealth Management
Ohio
$1.27M +$196K +1,222 +17%
BC
556
Bartlett & Co
Ohio
$1.27M +$196K +1,222 +17%
Cambridge Investment Research Advisors
557
Cambridge Investment Research Advisors
Iowa
$1.26M +$54.1K +337 +4%
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.24M
WIC
559
Wilkins Investment Counsel
Massachusetts
$1.23M
RZH
560
Relyea Zuckerberg Hanson
Connecticut
$1.23M +$7.22K +45 +0.6%
CAAS
561
Capital Asset Advisory Services
Michigan
$1.22M +$37.5K +234 +3%
EBT
562
Enterprise Bank & Trust
Massachusetts
$1.22M
S
563
SignatureFD
Georgia
$1.21M +$131K +816 +11%
Verition Fund Management
564
Verition Fund Management
Connecticut
$1.2M +$1.05M +6,547 +441%
SF
565
Summit Financial
New Jersey
$1.19M +$187K +1,168 +17%
EWM
566
Evercore Wealth Management
New York
$1.18M
WWM
567
Western Wealth Management
Colorado
$1.17M -$65.3K -407 -5%
RJT
568
Raymond James Trust
Florida
$1.17M +$121K +757 +11%
PA
569
PFG Advisors
Arizona
$1.15M +$12K +75 +1%
BS
570
Banco Santander
Spain
$1.14M -$43K -268 -3%
PAS
571
Park Avenue Securities
New York
$1.14M +$77.7K +484 +7%
HPC
572
HM Payson & Co
Maine
$1.13M +$14.8K +92 +1%
QI
573
Qtron Investments
Massachusetts
$1.13M
TH
574
TCTC Holdings
Texas
$1.12M
MM
575
MQS Management
New York
$1.11M +$1.2M +7,456 New

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.