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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
Dodge & Cox
776
Dodge & Cox
California
$427K
TFCP
777
Twin Focus Capital Partners
Massachusetts
$427K
PCP
778
Proficio Capital Partners
Massachusetts
$427K +$17.2K +107 +4%
GA
779
Geller Advisors
New York
$423K +$74.8K +466 +20%
LWAM
780
Legacy Wealth Asset Management
Minnesota
$421K +$452K +2,819 New
SWM
781
Stockman Wealth Management
Montana
$417K +$963 +6 +0.2%
BWM
782
Buckley Wealth Management
Nevada
$416K -$114K -709 -20%
IDBONY
783
Israel Discount Bank of New York
New York
$415K -$7.86K -49 -2%
CWM
784
C2C Wealth Management
Arizona
$409K
MCM
785
Manchester Capital Management
Vermont
$407K +$1.12K +7 +0.3%
FB
786
Fulton Bank
Pennsylvania
$406K +$41.4K +258 +10%
IA
787
IFP Advisors
Florida
$404K +$95K +592 +14%
SWA
788
Sutton Wealth Advisors
Florida
$403K +$6.26K +39 +1%
TBA
789
Tower Bridge Advisors
Pennsylvania
$403K
QCM
790
Quantinno Capital Management
New York
$402K -$59K -368 -12%
BFM
791
Boothbay Fund Management
New York
$400K +$430K +2,679 New
AC
792
ASB Consultores
Florida
$398K -$65.8K -410 -13%
ZCA
793
Zeke Capital Advisors
Pennsylvania
$396K +$97.2K +606 +30%
CAI
794
Capital Advisors Inc
Oklahoma
$395K
GCM
795
Gladius Capital Management
Illinois
$394K +$56.2K +350 +15%
WPW
796
Waldron Private Wealth
Pennsylvania
$394K +$211K +1,313 +99%
BRM
797
Boston Research & Management
Massachusetts
$391K
AWA
798
Aaron Wealth Advisors
Illinois
$388K +$29.5K +184 +8%
CA
799
Cetera Advisors
Colorado
$387K +$52.5K +327 +14%
T
800
TOBAM
France
$386K

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.