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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
BCM
626
Boltwood Capital Management
California
$864K +$1.93K +12 +0.2%
S
627
SimplyRich
California
$852K -$2.25K -14 -0.2%
VWM
628
Venturi Wealth Management
Texas
$850K -$20.5K -128 -2%
GIA
629
Gladstone Institutional Advisory
Florida
$848K +$35K +218 +4%
TAM
630
Trust Asset Management
Texas
$846K +$60.3K +376 +7%
SWA
631
SFMG Wealth Advisors
Texas
$846K +$108K +672 +14%
ACM
632
Allred Capital Management
Texas
$845K +$642 +4 +0.1%
MSCM
633
McElhenny Sheffield Capital Management
Texas
$843K +$906K +5,648 New
CG
634
Caprock Group
Idaho
$840K -$62.9K -392 -7%
CIA
635
Capital Investment Advisors
Georgia
$839K -$15.1K -94 -2%
ACP
636
Ashfield Capital Partners
California
$839K
PA
637
Parallel Advisors
California
$833K +$56.5K +352 +7%
PA
638
Profund Advisors
Maryland
$832K +$20.7K +129 +2%
AAS
639
Annex Advisory Services
Wisconsin
$830K -$94.5K -589 -10%
Parallax Volatility Advisers
640
Parallax Volatility Advisers
California
$829K +$891K +5,552 New
HBT
641
Heartland Bank & Trust
Illinois
$818K -$24.1K -150 -3%
5L
642
55I LLC
Massachusetts
$809K +$582K +3,625 +203%
OIA
643
OneDigital Investment Advisors
Kansas
$808K -$152K -948 -15%
DMBA
644
Deseret Mutual Benefit Administrators
Utah
$805K -$211K -1,318 -20%
NSB
645
Norway Savings Bank
Maine
$798K -$16K -100 -2%
IIC
646
Ironwood Investment Counsel
Arizona
$789K +$60.5K +377 +8%
MPAM
647
Murphy Pohlad Asset Management
Minnesota
$788K
Cetera Investment Advisers
648
Cetera Investment Advisers
Illinois
$784K -$133K -828 -14%
ROTUOC
649
Regents of the University of California
California
$776K
PP
650
Prospector Partners
Connecticut
$776K +$257K +1,600 +44%

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.