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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
Group One Trading
951
Group One Trading
Illinois
$213K +$229K +1,429 New
SPWM
952
Spartan Planning & Wealth Management
North Carolina
$212K -$280K -1,746 -55%
JIC
953
Joel Isaacson & Co
New York
$211K -$2.25K -14 -1%
SSWM
954
Smith Salley Wealth Management
North Carolina
$211K +$1.76K +11 +0.8%
GT
955
Glenview Trust
Kentucky
$211K +$5.46K +34 +2%
YIA
956
YHB Investment Advisors
Connecticut
$210K -$10.8K -67 -5%
HFG
957
Heron Financial Group
New York
$210K -$5.62K -35 -2%
CT
958
Columbia Trust
Oregon
$210K -$2.41K -15 -1%
BEI
959
Benjamin Edwards Inc
Missouri
$209K +$17.2K +107 +8%
CWP
960
Capital Wealth Planning
Florida
$209K +$225K +1,400 New
RIM
961
Redwood Investment Management
Arizona
$208K +$224K +1,396 New
HWMA
962
Heritage Wealth Management (Arizona)
Arizona
$206K
EW
963
Evoke Wealth
California
$206K +$189K +1,175 +576%
KFC
964
Klingenstein Fields & Co
New York
$205K
CCA
965
Childress Capital Advisors
Texas
$204K -$25.2K -157 -10%
SCP
966
Sender Company & Partners
New York
$203K +$218K +1,360 New
CPA
967
Court Place Advisors
Maryland
$202K
NED
968
Nancy E. Dempze
$202K
RHJA
969
Rice Hall James & Associates
California
$202K
CWP
970
Curated Wealth Partners
California
$201K
PCH
971
Polar Capital Holdings
United Kingdom
$201K -$662K -4,124 -0.3%
MAM
972
Magellan Asset Management
Australia
$200K +$4.65K +29 +2%
FMII
973
Farmers & Merchants Investments Inc
Nebraska
$200K +$9.63K +60 +5%
Q
974
QVR
California
$199K +$109K +681 +105%
MA
975
MUFG Americas
New York
$198K -$42.5K -265 -17%

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.