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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
DWM
701
Dakota Wealth Management
Florida
$573K +$47.2K +294 +8%
TWM
702
Thrive Wealth Management
Pennsylvania
$570K +$77.7K +484 +15%
SIA
703
Schechter Investment Advisors
Michigan
$568K -$95.6K -596 -14%
KFP
704
KB Financial Partners
New Jersey
$566K +$78.1K +487 +15%
HCM
705
Hutchinson Capital Management
California
$565K +$160 +1 +0%
APA
706
American Portfolios Advisors
New York
$564K -$3.37K -21 -0.6%
TCBWMS
707
Texas Capital Bank Wealth Management Services
Texas
$563K +$30.5K +190 +5%
MC
708
Machina Capital
France
$560K -$9.31K -58 -2%
AWE
709
Avidian Wealth Enterprises
Texas
$560K -$963 -6 -0.2%
SFS
710
Stiles Financial Services
Minnesota
$559K -$31.6K -197 -5%
BFM
711
Boston Financial Management
Massachusetts
$550K +$642 +4 +0.1%
GG
712
Gofen & Glossberg
Illinois
$550K +$8.82K +55 +2%
AWA
713
Archvest Wealth Advisors
California
$546K
AAS
714
Avantax Advisory Services
Texas
$541K +$109K +682 +23%
PCA
715
Personal Capital Advisors
California
$537K -$3.69K -23 -0.6%
AFP
716
Ausdal Financial Partners
Iowa
$535K +$4.17K +26 +0.7%
BP
717
Ballentine Partners
Massachusetts
$535K +$127K +790 +28%
FRM
718
Fox Run Management
Connecticut
$531K +$571K +3,558 New
BSW
719
Buckingham Strategic Wealth
Missouri
$527K +$4.33K +27 +0.8%
CFB
720
Cullen/Frost Bankers
Texas
$527K +$47K +293 +9%
NCM
721
Noesis Capital Mangement
Florida
$523K
T
722
TrueFG
Texas
$523K
JHP
723
James Hambro & Partners
United Kingdom
$521K -$720K -4,486 -56%
HC
724
Henshaw Capital
Massachusetts
$517K
SC
725
Savant Capital
Illinois
$514K +$3.53K +22 +0.6%

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.