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MRSH

Marsh

1,149 hedge funds and large institutions have $74.9B invested in Marsh in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 444 increasing their positions, 391 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 391

3% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $91.5M

0.54% less ownership

Funds ownership: 88.46%87.92% (-0.54%)

3% less capital invested

Capital invested by funds: $77.1B → $74.9B (-$2.18B)

7% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,1681,149 (-19)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
1,149
Holders Change
-19
Holders Change %
-1.63%
% of All Funds
18.12%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
97
Increased
444
Reduced
391
Closed
104
Calls
$93.8M
Puts
$91.5M
Net Calls
+$2.35M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
601
Boltwood Capital Management
California
$1.01M -$42.9K -272 -4%
MSAM
602
Moloney Securities Asset Management
Missouri
$1.01M +$41.1K +261 +5%
FWCM
603
Ferguson Wellman Capital Management
Oregon
$1.01M
SCM
604
Shelton Capital Management
Colorado
$1.01M
BL
605
Balentine LLC
Georgia
$1.01M +$586K +3,717 +170%
MTIC
606
Missouri Trust & Investment Company
Missouri
$997K +$280K +1,775 +44%
WA
607
Wealth Alliance
New York
$991K +$54.5K +346 +6%
HFS
608
Hantz Financial Services
Michigan
$986K +$142K +901 +18%
EWA
609
EverSource Wealth Advisors
Alabama
$986K +$449K +2,847 +97%
S
610
SimplyRich
California
$984K -$26.2K -166 -3%
Wolverine Trading
611
Wolverine Trading
Illinois
$982K -$1.39M -8,832 -61%
DGAM
612
Desjardins Global Asset Management
Quebec, Canada
$963K -$4.57K -29 -0.5%
ACP
613
Ashfield Capital Partners
California
$958K
CCM
614
Coldstream Capital Management
Washington
$952K -$112K -710 -11%
PAS
615
Park Avenue Securities
New York
$949K +$248K +1,573 +39%
OPS
616
Orion Portfolio Solutions
Nebraska
$938K -$27.1K -172 -3%
HBT
617
Heartland Bank & Trust
Illinois
$935K -$27K -171 -3%
CGL
618
Clarius Group LLC
Washington
$932K
PA
619
Pinnacle Associates
New York
$916K
TMAM
620
Tokio Marine Asset Management
Japan
$916K +$80.6K +511 +11%
ACM
621
AlphaCrest Capital Management
New York
$913K -$1.15M -7,324 -58%
CCA
622
Checchi Capital Advisers
California
$913K +$51.1K +324 +6%
MMHP
623
Murphy Middleton Hinkle & Parker
Georgia
$904K +$207K +1,312 +33%
MPAM
624
Murphy Pohlad Asset Management
Minnesota
$900K
DLA
625
Douglas Lane & Associates
New York
$892K +$15.3K +97 +2%

MRSH Hedge Fund Activity: Q1 2022 in Review

1,149 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2022, worth a combined $74.9B — down 2.8% from $77.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of MRSH and 97 opened new positions — a net loss of 7 holders — while 391 trimmed existing stakes and 444 added.

The largest buyer was Fidelity Investments, adding an estimated $583M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.04B.

  • 1,149 institutional investors held Marsh (MRSH) as of Q1 2022, down from 1,168 in Q4 2021.
  • Funds reported $74.9B of Marsh stock for Q1 2022, down 2.8% quarter-over-quarter.
  • 97 funds opened new Marsh positions in Q1 2022 and 104 closed out, a net change of -7 holders.
  • The largest Marsh buyer in Q1 2022 was Fidelity Investments, an estimated $583M added.
  • The largest Marsh seller in Q1 2022 was T. Rowe Price Associates, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2022.