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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
UB
901
UMB Bank
Missouri
$260K -$2.73K -17 -1%
DAS
902
Dynamic Advisor Solutions
Arizona
$260K +$642 +4 +0.2%
CCP
903
Clarkston Capital Partners
Michigan
$258K
RWM
904
RKL Wealth Management
Pennsylvania
$257K +$2.57K +16 +0.9%
DWM
905
Destination Wealth Management
California
$257K +$276K +1,720 New
SWP
906
Strategic Wealth Partners
Ohio
$257K -$17.6K -110 -6%
AAMC
907
Asset Allocation & Management Company
Illinois
$254K
AWA
908
Arete Wealth Advisors
Illinois
$254K +$273K +1,701 New
RP
909
Riverwater Partners
Wisconsin
$252K +$160 +1 +0.1%
DI
910
Diligent Investors
California
$250K -$4.01K -25 -1%
IAA
911
Independent Advisor Alliance
North Carolina
$250K +$1.28K +8 +0.5%
RFN
912
RDA Financial Network
Iowa
$250K +$3.85K +24 +1%
CA
913
Continuum Advisory
Idaho
$246K -$11.9K -74 -4%
NPF
914
Norris Perne & French
Michigan
$246K
CRI
915
Colonial River Investments
Virginia
$244K +$17.3K +108 +7%
RMC
916
Resources Management Corp
Connecticut
$243K -$8.02K -50 -3%
OL
917
Optas LLC
Texas
$242K +$5.29K +33 +2%
MSFP
918
Mark Sheptoff Financial Planning
Connecticut
$240K
PHAM
919
Palisades Hudson Asset Management
Florida
$240K
RA
920
RFG Advisory
Alabama
$240K +$4.65K +29 +2%
CGA
921
Crescent Grove Advisors
Illinois
$237K +$160 +1 +0.1%
CM
922
Capital Management
Virginia
$236K
CAM
923
Carret Asset Management
New York
$236K
LSA
924
Leonteq Securities AG
Switzerland
$234K +$30.8K +192 +14%
LSA
925
Lion Street Advisors
Texas
$234K -$642 -4 -0.3%

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.