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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
GCMG
726
Gyroscope Capital Management Group
Florida
$509K -$14.9K -93 -3%
PCM
727
Prelude Capital Management
New York
$507K +$544K +3,393 New
EI
728
Ellevest Inc
New York
$506K -$34.2K -213 -6%
SIM
729
Sentry Investment Management
Wisconsin
$504K
4WM
730
44 Wealth Management
Oregon
$501K
DW
731
Domani Wealth
Pennsylvania
$499K
TFS
732
TrustCore Financial Services
Tennessee
$497K +$500K +3,114 +1,455%
FMLI
733
Fukoku Mutual Life Insurance
Japan
$495K
GIA
734
Gateway Investment Advisers
Ohio
$493K -$232K -1,443 -30%
MC
735
Moors & Cabot
Massachusetts
$488K +$9.63K +60 +2%
PCS
736
Personal CFO Solutions
New Jersey
$487K +$3.53K +22 +0.7%
AC
737
Abbrea Capital
California
$486K
RB
738
Rodgers Brothers
Pennsylvania
$485K
KBFS
739
Kohmann Bosshard Financial Services
Ohio
$484K
OCG
740
Opus Capital Group
Ohio
$484K
CIM
741
Contravisory Investment Management
Massachusetts
$482K -$26.6K -166 -5%
DSC
742
Duncker Streett & Co
Missouri
$478K
BONH
743
Bank of New Hampshire
New Hampshire
$476K
RW
744
REDW Wealth
New Mexico
$476K
EHWM
745
Eads & Heald Wealth Management
Georgia
$475K +$14.4K +90 +3%
PA
746
Procyon Advisors
Connecticut
$472K +$21K +131 +4%
BRWA
747
B. Riley Wealth Advisors
Florida
$471K +$126K +786 +33%
BFA
748
Bill Few Associates
Pennsylvania
$470K -$9.63K -60 -2%
LIM
749
Leavell Investment Management
Alabama
$470K
SGI
750
Summit Global Investments
Utah
$465K -$1.43M -8,923 -74%

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.