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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
TW
576
TrinityPoint Wealth
Connecticut
$1.11M -$802 -5 -0.1%
KPWS
577
Kestra Private Wealth Services
Texas
$1.1M +$10.3K +64 +0.9%
ST
578
Smithfield Trust
Pennsylvania
$1.09M +$112K +700 +11%
WI
579
Wintrust Investments
Illinois
$1.08M -$15.4K -96 -1%
CCA
580
Checchi Capital Advisers
California
$1.08M -$19.4K -121 -2%
TPCW
581
TD Private Client Wealth
New York
$1.08M -$2.57K -16 -0.2%
TC
582
Toews Corporation
New Jersey
$1.07M -$32.1K -200 -3%
TMAM
583
Tokio Marine Asset Management
Japan
$1.07M +$92.9K +579 +9%
KWA
584
KCS Wealth Advisory
California
$1.07M -$939K -5,850 -45%
TSW
585
Thompson Siegel & Walmsley
Virginia
$1.06M
PGFC
586
Peapack-Gladstone Financial Corp
New Jersey
$1.03M -$13.8K -86 -1%
QCG
587
Quadrant Capital Group
Ohio
$1.02M -$53.3K -332 -5%
UBG
588
United Bank (Georgia)
Georgia
$1.02M -$142K -884 -11%
CA
589
Clearstead Advisors
Ohio
$1.01M +$10.8K +67 +1%
QT
590
Quantamental Technologies
New York
$1M +$1.08M +6,731 New
CAM
591
Cresset Asset Management
Illinois
$994K -$916K -5,708 -46%
AI
592
AXS Investments
New York
$993K -$5.78K -36 -0.5%
EIM
593
Essex Investment Management
Massachusetts
$990K
EWM
594
Elmwood Wealth Management
California
$987K +$16K +100 +2%
PA
595
Pinnacle Associates
New York
$984K +$139K +869 +15%
TI
596
Tidal Investments
Wisconsin
$973K +$26.3K +164 +3%
EIA
597
Edgemoor Investment Advisors
Maryland
$972K -$4.65K -29 -0.4%
CCM
598
CTC Capital Management
Illinois
$970K +$1.04M +6,500 New
AIP
599
Ameritas Investment Partners
Nebraska
$968K -$22.3K -139 -2%
MCM
600
MAI Capital Management
Ohio
$968K +$489K +3,045 +88%

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.