We are live on ! Find out more
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
SAM
676
Strategy Asset Managers
California
$647K +$696K +4,336 New
VEA
677
Virtus ETF Advisers
New York
$642K +$13.6K +85 +2%
Two Sigma Advisers
678
Two Sigma Advisers
New York
$642K +$690K +4,300 New
GRP
679
Global Retirement Partners
California
$636K +$10.4K +65 +2%
First Manhattan
680
First Manhattan
New York
$635K +$12K +75 +2%
DGAM
681
Desjardins Global Asset Management
Quebec, Canada
$632K +$6.1K +38 +0.9%
WJWM
682
Williams Jones Wealth Management
New York
$631K -$8.18K -51 -1%
AG
683
AIA Group
Hong Kong
$626K -$415K -2,586 -38%
NB
684
Nicolet Bankshares
Wisconsin
$624K +$19.6K +122 +3%
WFA
685
Wipfli Financial Advisors
Wisconsin
$617K +$663K +4,133 New
V
686
VeraBank
Texas
$612K
DADC
687
D.A. Davidson & Co
Montana
$604K +$14.9K +93 +2%
FCI
688
Financial Counselors Inc
Kansas
$603K -$2.57K -16 -0.4%
KC
689
Kenfarb & Co
Kentucky
$602K
AUB
690
Atlantic Union Bankshares
Virginia
$601K -$8.5K -53 -1%
AT
691
Arden Trust
Delaware
$600K -$22K -137 -3%
MS
692
Maven Securities
Jersey
$597K +$642K +4,000 New
HH
693
Hilltop Holdings
Texas
$590K -$802 -5 -0.1%
ADIM
694
Alpha DNA Investment Management
Maryland
$590K +$635K +3,956 New
ML
695
McAdam LLC
Pennsylvania
$588K +$3.69K +23 +0.6%
MGIA
696
Matthew Goff Investment Advisor
Texas
$588K +$7.86K +49 +1%
WCA
697
Waypoint Capital Advisors
Minnesota
$584K -$160 -1 -0%
DWT
698
Dorsey & Whitney Trust
South Dakota
$578K +$28.4K +177 +5%
AP
699
Advisors Preferred
Maryland
$575K -$92.7K -578 -13%
CT
700
Caldwell Trust
Florida
$574K +$35.9K +224 +6%

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.