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
WFPG
751
Waller Financial Planning Group
Ohio
$463K +$1.76K +11 +0.4%
DWM
752
Defined Wealth Management
Oregon
$462K
RBC
753
Roble Belko & Company
Pennsylvania
$459K
RL
754
Ruffer LLP
United Kingdom
$456K
NSAM
755
North Star Asset Management
Wisconsin
$452K
OPPTF
756
OPSEU Pension Plan Trust Fund
Ontario, Canada
$450K +$10.1K +63 +2%
MA
757
Montag & Associates
Georgia
$448K -$21.5K -134 -4%
PWM
758
Perigon Wealth Management
California
$448K +$68.4K +426 +17%
BHCM
759
Boulder Hill Capital Management
New York
$448K +$481K +3,000 New
SB
760
Strategic Blueprint
Georgia
$447K -$15.2K -95 -3%
BWP
761
BSW Wealth Partners
Colorado
$445K +$1.28K +8 +0.3%
GL
762
Graypoint LLC
New York
$443K +$78.9K +492 +20%
NP
763
NorthRock Partners
Minnesota
$443K +$85K +530 +22%
WSFS
764
Wilmington Savings Fund Society
Delaware
$439K -$48.1K -300 -9%
WP
765
WealthSource Partners
California
$439K +$124K +774 +36%
TCOT
766
Trust Company of Toledo
Ohio
$438K -$722K -4,500 -61%
XSC
767
X-Square Capital
Puerto Rico
$437K +$3.69K +23 +0.8%
AF
768
Advisornet Financial
Minnesota
$437K +$171K +1,067 +57%
FBB
769
Fulton Breakefield Broenniman
Maryland
$435K -$14.8K -92 -3%
SWP
770
Stratos Wealth Partners
Ohio
$435K +$23.7K +148 +5%
FFM
771
Forum Financial Management
Illinois
$433K
GAM
772
Gotham Asset Management
New York
$430K -$83.8K -522 -15%
NB
773
NBT Bank
New York
$430K -$8.98K -56 -2%
CAG
774
Csenge Advisory Group
Florida
$428K -$252K -1,570 -35%
SG
775
Strid Group
Pennsylvania
$428K

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.