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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
AWA
726
Amplius Wealth Advisors
Pennsylvania
$726K -$1.24K -7 -0.2%
KC
727
Kenfarb & Co
Kentucky
$725K – – –
M
728
Mirova
France
$721K -$836K -4,712 -55%
VT
729
Vise Technologies
New York
$718K +$33K +186 +5%
AC
730
ASB Consultores
Florida
$713K -$4.61K -26 -0.7%
V
731
VeraBank
Texas
$713K – – –
First Manhattan
732
First Manhattan
New York
$710K -$144K -809 -18%
NBT
733
Northwest Bank & Trust
Iowa
$709K +$669K +3,769 New
CI
734
Conning Inc
Connecticut
$709K -$78.1K -440 -10%
JF
735
JSF Financial
California
$705K +$665K +3,748 New
HCM
736
Hutchinson Capital Management
California
$704K +$710 +4 +0.1%
WJWM
737
Williams Jones Wealth Management
New York
$700K – – –
SFA
738
Sequoia Financial Advisors
Ohio
$700K +$51.3K +289 +8%
EI
739
Ellevest Inc
New York
$686K -$9.94K -56 -2%
XT
740
XTX Topco
Cayman Islands
$686K +$647K +3,647 New
HH
741
Hilltop Holdings
Texas
$686K -$2.84K -16 -0.4%
CFB
742
Cullen/Frost Bankers
Texas
$686K -$25.7K -145 -4%
AFP
743
Ausdal Financial Partners
Iowa
$679K +$4.08K +23 +0.6%
APWM
744
Atlas Private Wealth Management
New York
$677K +$122K +687 +24%
IW
745
Imprint Wealth
South Carolina
$677K – – –
UM
746
UniSuper Management
Australia
$677K +$639K +3,600 New
SRWM
747
Shira Ridge Wealth Management
California
$676K +$97.2K +548 +18%
NB
748
Nicolet Bankshares
Wisconsin
$674K +$308K +1,734 +45%
MFS
749
Mirabella Financial Services
United Kingdom
$673K +$635K +3,580 New
GIA
750
Gladstone Institutional Advisory
Florida
$670K -$210K -1,182 -25%
28 29
30
31 32

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.