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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
KCM
801
Kathmere Capital Management
Pennsylvania
$385K -$107K -667 -21%
ECM
802
EagleClaw Capital Management
Massachusetts
$383K -$40.1K -250 -9%
NFC
803
Northeast Financial Consultants
Connecticut
$382K +$168K +1,050 +70%
M
804
Mirova
France
$381K -$942K -5,871 -70%
APWM
805
Atlas Private Wealth Management
New York
$381K +$52.6K +328 +15%
VIA
806
Vident Investment Advisory
Georgia
$380K +$72.4K +451 +11%
SC
807
SRB Corp
Massachusetts
$378K -$1.19M -7,389 -74%
DCP
808
DSM Capital Partners
Florida
$378K -$120K -750 -23%
BWM
809
BerganKDV Wealth Management
Minnesota
$377K +$254K +1,582 +167%
SWA
810
Stratos Wealth Advisors
Ohio
$375K -$59.8K -373 -13%
RMCM
811
Reynders McVeigh Capital Management
Massachusetts
$370K -$56.5K -352 -12%
EFS
812
Essex Financial Services
Connecticut
$370K +$104K +647 +35%
GWS
813
Glassman Wealth Services
Virginia
$367K +$22K +137 +6%
AIP
814
ARS Investment Partners
New York
$366K -$22K -137 -5%
SCM
815
SOL Capital Management
Maryland
$365K
AWM
816
Aberdeen Wealth Management
Illinois
$364K
IGWM
817
ICA Group Wealth Management
Colorado
$364K +$9.31K +58 +2%
SI
818
Stephens Inc
Arkansas
$363K -$4.81K -30 -1%
FIM
819
Freedom Investment Management
Connecticut
$361K -$16.8K -105 -4%
WKWM
820
Walter & Keenan Wealth Management
Indiana
$361K +$3.21K +20 +0.8%
PCM
821
Penserra Capital Management
California
$360K +$9.95K +62 +3%
LJHT
822
Laurie J. Hall Trustee
$356K -$16K -100 -4%
PIA
823
Powell Investment Advisors
Florida
$352K
Millennium Management
824
Millennium Management
New York
$351K -$16.4M -102,487 -98%
BONST
825
Bank of Nova Scotia Trust
Ontario, Canada
$349K +$14.4K +90 +4%

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.