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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
AIA
851
Alera Investment Advisors
Illinois
$306K +$5.62K +35 +2%
MWA
852
Meridian Wealth Advisors
Texas
$303K -$3.37K -21 -1%
WCWM
853
Willow Creek Wealth Management
California
$303K
S
854
Surevest
California
$301K
AMR
855
Asset Management Resources
Massachusetts
$301K +$5.94K +37 +2%
WCM
856
Wallace Capital Management
Texas
$300K -$69.5K -433 -18%
WCA
857
Westover Capital Advisors
Delaware
$300K -$9.63K -60 -3%
CIC
858
Chilton Investment Company
Connecticut
$300K
FA
859
Faithward Advisors
Pennsylvania
$300K +$963 +6 +0.3%
CBFP
860
Cedar Brook Financial Partners
Ohio
$299K +$2.09K +13 +0.7%
HAIM
861
Hunter Associates Investment Management
Pennsylvania
$299K
YMRC
862
Yorktown Management & Research Company
Virginia
$299K +$96.3K +600 +43%
SCI
863
S&CO Inc
Massachusetts
$298K
VFA
864
Valeo Financial Advisors
Indiana
$293K +$13.8K +86 +5%
AWM
865
Axxcess Wealth Management
California
$293K +$73.6K +459 +31%
PI
866
Putnam Investments
Massachusetts
$292K -$4.18M -26,052 -93%
KCM
867
Kanawha Capital Management
Virginia
$292K
CWM
868
Congress Wealth Management
Massachusetts
$291K -$2.09K -13 -0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
869
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$290K +$6.1K +38 +2%
FCAG
870
First Capital Advisors Group
New Jersey
$288K -$99K -617 -24%
TFA
871
Transamerica Financial Advisors
Florida
$288K +$1.76K +11 +0.6%
CFG
872
CKW Financial Group
Hawaii
$285K +$481 +3 +0.2%
KC
873
Kinloch Capital
Virginia
$285K +$37.4K +233 +14%
DA
874
Drake & Associates
Wisconsin
$284K +$44.1K +275 +17%
NL
875
NWAM LLC
Washington
$282K +$48.5K +302 +19%

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.