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MRSH

Marsh
MRSH

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 25 → 32 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,224 → 1,255 (+31)

0.17% more ownership

Funds ownership: 87.68% → 87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M

Top Buyers

1
AIM
Alphinity Investment Management
Australia
+$286M
2
ESCM
Echo Street Capital Management
New York
+$211M
3
First Trust Advisors
First Trust Advisors
Illinois
+$166M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
5
Barclays
Barclays
United Kingdom
+$128M

Top Sellers

1
BlackRock
BlackRock
New York
-$411M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$246M
3
Bank of America
Bank of America
North Carolina
-$232M
4
Goldman Sachs
Goldman Sachs
New York
-$184M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
651
West Paces Advisors
Georgia
$1.11M -$9.76K -55 -0.9%
MFG
652
Merit Financial Group
Georgia
$1.1M +$263K +1,481 +34%
SFO
653
Stokes Family Office
Louisiana
$1.1M +$326K +1,839 +46%
CGL
654
Clarius Group LLC
Washington
$1.1M +$28.2K +159 +3%
AM
655
AGF Management
Ontario, Canada
$1.1M +$1.04M +5,847 New
DCM
656
Donaldson Capital Management
Indiana
$1.09M +$31.2K +176 +3%
CFAM
657
Center For Asset Management
Florida
$1.08M +$739K +4,165 +261%
AG
658
Algert Global
California
$1.08M +$1.02M +5,748 New
KWA
659
KCS Wealth Advisory
California
$1.08M -$23.6K -133 -2%
WPC
660
Wedmont Private Capital
Pennsylvania
$1.08M +$57.3K +323 +6%
MTIC
661
Missouri Trust & Investment Company
Missouri
$1.07M -$20.9K -118 -2%
S
662
SimplyRich
California
$1.07M +$710 +4 +0.1%
BCM
663
Boltwood Capital Management
California
$1.07M – – –
BP
664
Ballentine Partners
Massachusetts
$1.07M +$68.1K +384 +7%
TAM
665
Trust Asset Management
Texas
$1.07M – – –
PCM
666
Penserra Capital Management
California
$1.06M +$538K +3,034 +116%
BBL
667
Beck Bode LLC
Massachusetts
$1.05M -$40.5K -228 -4%
VWM
668
Venturi Wealth Management
Texas
$1.05M +$37.1K +209 +4%
AWM
669
Aries Wealth Management
Maine
$1.04M – – –
DA
670
Dover Advisors
Virginia
$1.04M – – –
DLA
671
Douglas Lane & Associates
New York
$1.03M -$4.44K -25 -0.5%
IG
672
ING Group
Netherlands
$1M +$409K +2,306 +76%
PWM
673
Perigon Wealth Management
California
$987K +$53.1K +299 +6%
PWM
674
Paulson Wealth Management
Illinois
$984K +$929K +5,234 New
ROTUOC
675
Regents of the University of California
California
$978K – – –
25 26
27
28 29

MRSH Hedge Fund Activity: Q2 2023 in Review

1,255 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2023, worth a combined $81.9B — up 13% from $72.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new MRSH positions and 75 closed out — a net gain of 37 holders — while 448 added to existing stakes and 464 trimmed.

The largest buyer was Alphinity Investment Management, opening a new position worth an estimated $286M. The largest seller was BlackRock, cutting an estimated $411M.

  • 1,255 institutional investors held Marsh (MRSH) as of Q2 2023, up from 1,224 in Q1 2023.
  • Funds reported $81.9B of Marsh stock for Q2 2023, up 13% quarter-over-quarter.
  • 112 funds opened new Marsh positions in Q2 2023 and 75 closed out, a net change of +37 holders.
  • The largest Marsh buyer in Q2 2023 was Alphinity Investment Management, an estimated $286M added.
  • The largest Marsh seller in Q2 2023 was BlackRock, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2023.