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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
CWM
826
Cahaba Wealth Management
Georgia
$347K -$14.6K -91 -4%
GC
827
Gilbert & Cook
Iowa
$347K
ICG
828
InterOcean Capital Group
Tennessee
$346K
CS
829
Comerica Securities
Michigan
$345K +$15.1K +94 +4%
LF
830
Lantz Financial
Illinois
$342K
NICM
831
Neo Ivy Capital Management
New York
$342K +$367K +2,290 New
DI
832
DFPG Investments
Utah
$340K
SPC
833
Sigma Planning Corp
Michigan
$340K +$642 +4 +0.2%
VT
834
Vise Technologies
New York
$340K +$26.2K +163 +8%
SFA
835
Sequoia Financial Advisors
Ohio
$339K -$30.5K -190 -8%
BA
836
Bellwether Advisors
Nebraska
$338K -$122K -758 -25%
PCM
837
Pointe Capital Management
Michigan
$338K +$4.97K +31 +1%
BIP
838
Blueprint Investment Partners
North Carolina
$334K -$353K -2,200 -50%
RMDI
839
R.M. Davis Inc
Maine
$333K +$357K +2,228 New
BDF
840
Balasa Dinverno & Foltz
$327K -$1.93K -12 -0.5%
SHWM
841
Smith & Howard Wealth Management
Georgia
$327K
RIM
842
Reliant Investment Management
Tennessee
$326K
ANTB
843
AMG National Trust Bank
Colorado
$326K +$350K +2,184 New
RT
844
Rockland Trust
Massachusetts
$323K -$67.7K -422 -16%
IC
845
Inscription Capital
Texas
$322K
FIA
846
Foundations Investment Advisors
Arizona
$322K +$346K +2,155 New
CWC
847
Carolinas Wealth Consulting
North Carolina
$320K
JAG
848
Journey Advisory Group
Kentucky
$314K
DOA
849
D'Orazio & Associates
Virginia
$312K +$126K +785 +60%
FFA
850
First Foundation Advisors
California
$311K +$334K +2,083 New

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.