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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
STA
751
Summit Trail Advisors
New York
$669K +$283K +1,596 +81%
CT
752
Caldwell Trust
Florida
$666K +$14.7K +83 +2%
GL
753
Graypoint LLC
New York
$665K +$65.3K +368 +12%
SIM
754
Sentry Investment Management
Wisconsin
$662K – – –
NCM
755
Noesis Capital Mangement
Florida
$658K – – –
T
756
TrueFG
Texas
$658K – – –
AWS
757
Atria Wealth Solutions
New York
$647K -$15.4K -87 -2%
BWP
758
BSW Wealth Partners
Colorado
$637K – – –
SIC
759
Sterling Investment Counsel
New York
$634K +$599K +3,373 New
SGI
760
Summit Global Investments
Utah
$623K +$355 +2 +0.1%
ECM
761
ExodusPoint Capital Management
New York
$622K -$17.5M -98,711 -97%
AWA
762
Archvest Wealth Advisors
California
$621K -$4.08K -23 -0.7%
Fisher Asset Management
763
Fisher Asset Management
Washington
$617K +$171K +963 +42%
MC
764
Machina Capital
France
$615K +$580K +3,270 New
AC
765
Abbrea Capital
California
$613K – – –
RB
766
Rodgers Brothers
Pennsylvania
$611K – – –
KBFS
767
Kohmann Bosshard Financial Services
Ohio
$610K – – –
AWM
768
Axxcess Wealth Management
California
$606K -$25K -141 -4%
ANTB
769
AMG National Trust Bank
Colorado
$605K +$138K +777 +32%
GC
770
Gilbert & Cook
Iowa
$605K +$204K +1,149 +56%
DSC
771
Duncker Streett & Co
Missouri
$602K – – –
TWM
772
Thrive Wealth Management
Pennsylvania
$601K +$8.52K +48 +2%
4WM
773
44 Wealth Management
Oregon
$600K -$7.28K -41 -1%
IWC
774
Integrated Wealth Concepts
Massachusetts
$596K +$209K +1,178 +59%
BFA
775
Bill Few Associates
Pennsylvania
$592K – – –
29 30
31
32 33

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.