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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
AP
926
Appleton Partners
Massachusetts
$234K
AG
927
AlphaSimPlex Group
Massachusetts
$233K -$40.6K -253 -14%
GFP
928
Gryphon Financial Partners
Ohio
$233K +$40.1K +250 +19%
B
929
Bailard
California
$232K -$9.63K -60 -4%
RIM
930
Rockbridge Investment Management
New York
$232K -$14.1K -88 -5%
ETH
931
Exos TFP Holdings
New York
$231K +$248K +1,545 New
GLA
932
Great Lakes Advisors
Illinois
$230K -$802 -5 -0.3%
KIG
933
Kessler Investment Group
Indiana
$229K +$11.4K +71 +5%
AA
934
AlphaCentric Advisors
Puerto Rico
$229K +$246K +1,531 New
DA
935
Dillon & Associates
Michigan
$228K
VFA
936
Voya Financial Advisors
Connecticut
$228K +$1.6K +10 +0.7%
WB
937
WesBanco Bank
West Virginia
$228K +$3.53K +22 +1%
AC
938
Asio Capital
Kentucky
$224K
PAM
939
Paradigm Asset Management
New York
$224K -$32.1K -200 -12%
FHA
940
Flagship Harbor Advisors
Massachusetts
$222K +$239K +1,489 New
WMA
941
Wealth Management Associates
New Jersey
$220K -$39.8K -248 -14%
WSTAM
942
Wilbanks Smith & Thomas Asset Management
Virginia
$220K -$32.1K -200 -12%
PP
943
Patron Partners
Texas
$220K -$10.1K -63 -4%
TTWM
944
TCV Trust & Wealth Management
Virginia
$219K +$2.57K +16 +1%
LFA
945
Legacy Financial Advisors
Kentucky
$218K +$18.9K +118 +9%
FCBT
946
First Citizens Bank & Trust
North Carolina
$218K +$234K +1,459 New
HCM
947
HMS Capital Management
Tennessee
$217K -$14.8K -92 -6%
PWMG
948
Prestige Wealth Management Group
New Jersey
$215K +$28.9K +180 +14%
PP
949
PFS Partners
New Jersey
$214K
MPI
950
Mairs & Power Inc
Minnesota
$214K

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.