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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
IC
601
Inverness Counsel
New York
$963K +$82.6K +515 +9%
CNC
602
Canandaigua National Corp
New York
$962K -$52.9K -330 -5%
CNC
603
Citizens & Northern Corp
Pennsylvania
$962K +$2.41K +15 +0.2%
AWM
604
Aries Wealth Management
Maine
$955K
SFI
605
Susquehanna Fundamental Investments
Pennsylvania
$953K +$1.02M +6,386 New
EWA
606
EverSource Wealth Advisors
Alabama
$934K -$146K -907 -13%
GF
607
Gries Financial
Ohio
$927K
DLA
608
Douglas Lane & Associates
New York
$925K
WG
609
Winton Group
United Kingdom
$924K -$859K -5,355 -46%
HFS
610
Hantz Financial Services
Michigan
$919K +$18.9K +118 +2%
CI
611
Cigna Investments
Connecticut
$917K -$50.4K -314 -5%
BWAM
612
Boyd Watterson Asset Management
Ohio
$917K -$11.2K -70 -1%
DY
613
Dowling & Yahnke
California
$909K +$102K +633 +12%
SIA
614
SkyView Investment Advisors
New Jersey
$888K -$34K -212 -3%
WPA
615
West Paces Advisors
Georgia
$886K -$38K -237 -4%
SICM
616
Sustainable Insight Capital Management
New York
$884K +$950K +5,923 New
FWCM
617
Ferguson Wellman Capital Management
Oregon
$883K -$28.9K -180 -3%
MTIC
618
Missouri Trust & Investment Company
Missouri
$881K -$36.4K -227 -4%
SCM
619
Shelton Capital Management
Colorado
$875K -$9.15K -57 -1%
KWM
620
Kingsview Wealth Management
Oregon
$873K +$83.8K +522 +10%
ECM
621
Element Capital Management
New York
$872K
IAN
622
Integrated Advisors Network
Texas
$871K -$31.8K -198 -3%
BHWM
623
Bar Harbor Wealth Management
New Hampshire
$869K -$48.3K -301 -5%
WA
624
Wealth Alliance
New York
$868K +$11.9K +74 +1%
CGL
625
Clarius Group LLC
Washington
$867K -$8.02K -50 -0.9%

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.