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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
APW
876
Acima Private Wealth
Virginia
$281K
AHB
877
Abner Herrman & Brock
New Jersey
$278K
SWA
878
SOA Wealth Advisors
New York
$278K +$321 +2 +0.1%
BCM
879
Brookstone Capital Management
Illinois
$277K -$963 -6 -0.3%
CT
880
Cambridge Trust
Massachusetts
$275K -$25.5K -159 -8%
MPPW
881
Mitchell & Pahl Private Wealth
Oklahoma
$275K
SLG
882
Stanley-Laman Group
Pennsylvania
$273K
PCM
883
Parsons Capital Management
Rhode Island
$272K +$1.93K +12 +0.7%
IWC
884
Integrated Wealth Concepts
Massachusetts
$271K -$7.22K -45 -2%
HPWM
885
Highland Private Wealth Management
Washington
$271K +$17K +106 +6%
BOTW
886
Bank of the West
California
$270K -$8.98K -56 -3%
SWM
887
SeaCrest Wealth Management
New York
$270K -$4.17K -26 -1%
9WM
888
9258 Wealth Management
Ohio
$269K -$27.9K -174 -9%
LGWM
889
Litman Gregory Wealth Management
California
$269K
AWS
890
Atria Wealth Solutions
New York
$269K +$289K +1,799 New
GA
891
GraniteShares Advisors
New York
$268K -$15.4K -96 -5%
TL
892
Tradewinds LLC
North Carolina
$268K +$7.38K +46 +3%
PMFA
893
Plante Moran Financial Advisors
Michigan
$267K +$126K +784 +78%
SAG
894
Spotlight Asset Group
Illinois
$267K +$276K +1,722 New
LNB
895
Ledyard National Bank
$266K +$286K +1,781 New
CSWM
896
Cassady Schiller Wealth Management
Ohio
$265K
MA
897
Mutual Advisors
Nebraska
$264K +$284K +1,770 New
JFL
898
Jarislowsky, Fraser Ltd
Quebec, Canada
$263K -$513K -3,200 -64%
CCG
899
Cypress Capital Group
Florida
$262K -$16K -100 -5%
GCP
900
GSA Capital Partners
United Kingdom
$261K -$439K -2,739 -61%

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.