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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
LIM
776
Leavell Investment Management
Alabama
$592K – – –
WFPG
777
Waller Financial Planning Group
Ohio
$589K +$1.77K +10 +0.3%
SFS
778
Stiles Financial Services
Minnesota
$584K -$72.6K -409 -12%
DWM
779
Defined Wealth Management
Oregon
$582K +$355 +2 +0.1%
SWP
780
Stratos Wealth Partners
Ohio
$582K +$184K +1,038 +51%
Empower Advisory Group
781
Empower Advisory Group
Colorado
$582K -$2.84K -16 -0.5%
SB
782
Strategic Blueprint
Georgia
$580K +$12.8K +72 +2%
RWP
783
RWA Wealth Partners
Massachusetts
$579K +$546K +3,079 New
OCG
784
Opus Capital Group
Ohio
$578K -$3.02K -17 -0.5%
CAM
785
Chesapeake Asset Management
New York
$573K +$16.9K +95 +3%
WPW
786
Waldron Private Wealth
Pennsylvania
$572K +$31.1K +175 +6%
9WM
787
9258 Wealth Management
Ohio
$571K – – –
LFAS
788
Level Four Advisory Services
Texas
$571K -$24.7K -139 -4%
NSAM
789
North Star Asset Management
Wisconsin
$567K – – –
VSQM
790
V-Square Quantitative Management
Illinois
$559K -$26.8K -151 -5%
MA
791
Montag & Associates
Georgia
$551K – – –
EHWM
792
Eads & Heald Wealth Management
Georgia
$545K -$49.7K -280 -9%
JHP
793
James Hambro & Partners
United Kingdom
$542K -$288K -1,625 -36%
LWAM
794
Legacy Wealth Asset Management
Minnesota
$539K +$532 +3 +0.1%
SG
795
Strid Group
Pennsylvania
$539K – – –
KA
796
Kearns & Associates
California
$538K – – –
SWA
797
Stratos Wealth Advisors
Ohio
$533K -$2.66K -15 -0.5%
LSA
798
Leonteq Securities AG
Switzerland
$527K -$80.6K -454 -14%
XSC
799
X-Square Capital
Puerto Rico
$524K – – –
MC
800
Maverick Capital
Texas
$524K -$71K -400 -13%
30 31
32
33 34

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.