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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
FF
976
FourThought Financial
Florida
$195K +$2.57K +16 +1%
AA
977
Alta Advisers
United Kingdom
$194K +$209K +1,300 New
IBOK
978
Independence Bank of Kentucky
Kentucky
$193K
HIA
979
Harbor Investment Advisory
Maryland
$184K +$1.28K +8 +0.7%
VWM
980
Valley Wealth Managers
New Jersey
$179K +$192K +1,198 New
LPIC
981
LeJeune Puetz Investment Counsel
Michigan
$174K
CCM
982
Covington Capital Management
California
$171K +$8.82K +55 +5%
Bank of Montreal
983
Bank of Montreal
Ontario, Canada
$166K +$90.6M +564,787 +105%
MPWT
984
MassMutual Private Wealth & Trust
Connecticut
$166K +$23.9K +149 +15%
PP
985
Paloma Partners
Connecticut
$165K -$67.2K -419 -28%
HCP
986
Hexagon Capital Partners
Arkansas
$165K +$19.6K +122 +12%
TAIM
987
TD Ameritrade Investment Management
Nebraska
$164K -$17.2K -107 -9%
GC
988
Garde Capital
Washington
$160K
FDCC
989
Foster Dykema Cabot & Co
Massachusetts
$159K
ASBI
990
American State Bank (Iowa)
Iowa
$155K
Pacer Advisors
991
Pacer Advisors
Pennsylvania
$152K -$8.31M -51,765 -98%
DWA
992
Dougherty Wealth Advisers
Minnesota
$147K
TF
993
TimeScale Financial
Massachusetts
$146K
SWM
994
Spire Wealth Management
Virginia
$140K -$4.65K -29 -3%
CTC
995
Central Trust Company
Missouri
$137K -$802 -5 -0.5%
ARMC
996
American Research & Management Company
Massachusetts
$137K
RTC
997
Riverview Trust Company
Washington
$137K
KLWA
998
Kelly Lawrence W & Associates
California
$134K
WB
999
Webster Bank
Connecticut
$134K
NIM
1000
NuWave Investment Management
New Jersey
$132K +$142K +885 New

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.