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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
+$286M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
+$211M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$166M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$141M |
| 5 |
Barclays
London,
United Kingdom
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$411M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$246M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$232M |
| 4 |
Goldman Sachs
New York
|
-$184M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$117M |
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.