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MRSH

Marsh
MRSH

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 25 → 32 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,224 → 1,255 (+31)

0.17% more ownership

Funds ownership: 87.68% → 87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M

Top Buyers

1
AIM
Alphinity Investment Management
Australia
+$286M
2
ESCM
Echo Street Capital Management
New York
+$211M
3
First Trust Advisors
First Trust Advisors
Illinois
+$166M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
5
Barclays
Barclays
United Kingdom
+$128M

Top Sellers

1
BlackRock
BlackRock
New York
-$411M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$246M
3
Bank of America
Bank of America
North Carolina
-$232M
4
Goldman Sachs
Goldman Sachs
New York
-$184M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$117M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
901
Legacy Financial Advisors
Kentucky
$339K +$27.5K +155 +9%
LGWM
902
Litman Gregory Wealth Management
California
$339K +$319K +1,800 New
AC
903
Avestar Capital
New York
$338K +$19.5K +110 +7%
CIA
904
Choate Investment Advisors
Massachusetts
$337K +$318K +1,792 New
IAA
905
Independent Advisor Alliance
North Carolina
$337K +$30.5K +172 +11%
CT
906
Cambridge Trust
Massachusetts
$335K -$2.13K -12 -0.7%
FCAG
907
First Capital Advisors Group
New Jersey
$334K -$13.3K -75 -4%
NHT
908
New Hampshire Trust
New Hampshire
$334K – – –
SIA
909
SkyView Investment Advisors
New Jersey
$334K -$723K -4,072 -70%
CSWM
910
Cassady Schiller Wealth Management
Ohio
$332K – – –
OL
911
Optas LLC
Texas
$329K +$5.15K +29 +2%
CCP
912
Clarkston Capital Partners
Michigan
$324K – – –
BEI
913
Benjamin Edwards Inc
Missouri
$324K -$1.24K -7 -0.4%
GCM
914
Gladius Capital Management
Illinois
$324K -$163K -919 -35%
OCBCO
915
Oversea-Chinese Banking Corp (OCBC)
Singapore
$322K -$114K -642 -27%
KC
916
Kinloch Capital
Virginia
$321K -$21.1K -119 -7%
RFN
917
RDA Financial Network
Iowa
$321K -$4.61K -26 -2%
IAIM
918
Industrial Alliance Investment Management
Quebec, Canada
$320K -$2.62M -14,748 -90%
JFL
919
Jarislowsky, Fraser Ltd
Quebec, Canada
$320K – – –
MA
920
MCF Advisors
Kentucky
$319K +$184K +1,037 +158%
TFCP
921
Twin Focus Capital Partners
Massachusetts
$315K -$210K -1,181 -41%
MWM
922
Modera Wealth Management
New Jersey
$314K +$296K +1,667 New
PMFA
923
Plante Moran Financial Advisors
Michigan
$313K -$11.9K -67 -4%
SGWM
924
Sterling Group Wealth Management
California
$312K -$1.06K -6 -0.4%
NPF
925
Norris Perne & French
Michigan
$310K – – –
35 36
37
38 39

MRSH Hedge Fund Activity: Q2 2023 in Review

1,255 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2023, worth a combined $81.9B — up 13% from $72.5B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new MRSH positions and 75 closed out — a net gain of 37 holders — while 448 added to existing stakes and 464 trimmed.

The largest buyer was Alphinity Investment Management, opening a new position worth an estimated $286M. The largest seller was BlackRock, cutting an estimated $411M.

  • 1,255 institutional investors held Marsh (MRSH) as of Q2 2023, up from 1,224 in Q1 2023.
  • Funds reported $81.9B of Marsh stock for Q2 2023, up 13% quarter-over-quarter.
  • 112 funds opened new Marsh positions in Q2 2023 and 75 closed out, a net change of +37 holders.
  • The largest Marsh buyer in Q2 2023 was Alphinity Investment Management, an estimated $286M added.
  • The largest Marsh seller in Q2 2023 was BlackRock, an estimated $411M sold.

Based on aggregated 13F filings for Q2 2023.