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MRSH

Marsh
MRSH

1,148 hedge funds and large institutions have $68.2B invested in Marsh in 2022 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 434 increasing their positions, 405 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 20 → 25 (+5)

19% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 95

7% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 405

0.08% more ownership

Funds ownership: 87.92% → 88% (+0.08%)

0% less funds holding

Funds holding: 1,149 → 1,148 (-1)

9% less capital invested

Capital invested by funds: $74.9B → $68.2B (-$6.71B)

37% less call options, than puts

Call options by funds: $87.9M | Put options by funds: $139M

Holders
1,148
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
19.34%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.42%
New
113
Increased
434
Reduced
405
Closed
95
Calls
$87.9M
Puts
$139M
Net Calls
-$51.5M
Net Calls Change
-$53.8M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
+$657M
2
Morgan Stanley
Morgan Stanley
New York
+$362M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$241M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$203M
5
Bank of America
Bank of America
North Carolina
+$132M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$492M
2
State Street
State Street
Massachusetts
-$269M
3
BlackRock
BlackRock
New York
-$224M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$165M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$145M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
751
BSW Wealth Partners
Colorado
$462K +$61.1K +381 +15%
DS
752
DRW Securities
Illinois
$459K +$474K +2,956 New
NB
753
NBT Bank
New York
$456K +$182K +1,136 +63%
AAS
754
Avantax Advisory Services
Texas
$456K +$471K +2,939 New
XSC
755
X-Square Capital
Puerto Rico
$451K +$26.6K +166 +6%
FFM
756
Forum Financial Management
Illinois
$450K -$24.4K -152 -5%
RL
757
Ruffer LLP
United Kingdom
$450K – – –
SWA
758
Stratos Wealth Advisors
Ohio
$447K +$28.5K +178 +7%
SG
759
Strid Group
Pennsylvania
$445K – – –
Dodge & Cox
760
Dodge & Cox
California
$444K – – –
TFCP
761
Twin Focus Capital Partners
Massachusetts
$444K – – –
IDBONY
762
Israel Discount Bank of New York
New York
$440K -$4.49K -28 -1%
OPPTF
763
OPSEU Pension Plan Trust Fund
Ontario, Canada
$440K +$458K +2,861 New
RMCM
764
Reynders McVeigh Capital Management
Massachusetts
$439K +$321 +2 +0.1%
ECM
765
EagleClaw Capital Management
Massachusetts
$437K +$33K +206 +8%
BP
766
Ballentine Partners
Massachusetts
$433K +$10.6K +66 +2%
SWM
767
Stockman Wealth Management
Montana
$432K – – –
SWP
768
Stratos Wealth Partners
Ohio
$429K +$50K +312 +13%
MCM
769
Manchester Capital Management
Vermont
$422K +$186K +1,159 +74%
PCP
770
Proficio Capital Partners
Massachusetts
$421K +$47K +293 +12%
TBA
771
Tower Bridge Advisors
Pennsylvania
$419K -$32.1K -200 -7%
SWA
772
Sutton Wealth Advisors
Florida
$413K +$481 +3 +0.1%
IGWM
773
ICA Group Wealth Management
Colorado
$409K +$8.17K +51 +2%
BRM
774
Boston Research & Management
Massachusetts
$406K – – –
CAI
775
Capital Advisors Inc
Oklahoma
$404K – – –
29 30
31
32 33

MRSH Hedge Fund Activity: Q2 2022 in Review

1,148 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2022, worth a combined $68.2B — down 9% from $74.9B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new MRSH positions and 95 closed out — a net gain of 18 holders — while 434 added to existing stakes and 405 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $657M. The largest seller was T. Rowe Price Associates, cutting an estimated $492M.

  • 1,148 institutional investors held Marsh (MRSH) as of Q2 2022, down from 1,149 in Q1 2022.
  • Funds reported $68.2B of Marsh stock for Q2 2022, down 9% quarter-over-quarter.
  • 113 funds opened new Marsh positions in Q2 2022 and 95 closed out, a net change of +18 holders.
  • The largest Marsh buyer in Q2 2022 was Parnassus Investments, an estimated $657M added.
  • The largest Marsh seller in Q2 2022 was T. Rowe Price Associates, an estimated $492M sold.

Based on aggregated 13F filings for Q2 2022.