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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
WTA
1001
Washington Trust Advisors
Massachusetts
$128K
HI
1002
Harbour Investments
Wisconsin
$122K
KFS
1003
Kelly Financial Services
Massachusetts
$122K
PFBT
1004
Parkside Financial Bank & Trust
Missouri
$120K +$13K +81 +11%
MGIM
1005
M&G Investment Management
United Kingdom
$118K +$29M +180,640 +29%
BCM
1006
Bourgeon Capital Management
Connecticut
$114K
AIM
1007
Axiom Investment Management
New York
$111K +$121K +755 New
HNWAG
1008
High Net Worth Advisory Group
Florida
$107K
LS
1009
Livforsakringsbolaget Skandia
Sweden
$106K -$433K -2,700 -79%
TFGT
1010
TS Financial Group (TSFG)
Illinois
$103K
ETC
1011
Exchange Traded Concepts
Oklahoma
$102K -$83.4K -520 -43%
VC
1012
Vestor Capital
Illinois
$102K
TF
1013
Tompkins Financial
New York
$101K +$9.15K +57 +9%
CFO
1014
CVA Family Office
Colorado
$100K +$4.01K +25 +4%
BWL
1015
Bogart Wealth LLC
Virginia
$99K +$6.42K +40 +6%
MA
1016
MCF Advisors
Kentucky
$98K
DBG
1017
De Burlo Group
Massachusetts
$89.6K +$96.3K +600 New
LC
1018
Lindbrook Capital
California
$89K +$29.5K +184 +45%
TWM
1019
Tradition Wealth Management
Minnesota
$89K +$95.6K +596 New
MHR
1020
Matthew Hamilton Rosenberg
$88K
SBL
1021
Sargent Bickham Lagudis
Colorado
$80K -$1.28K -8 -1%
TSWM
1022
Tyler-Stone Wealth Management
Ohio
$80K
IRC
1023
Investors Research Corp
Georgia
$77K +$3.37K +21 +4%
IAMOG
1024
Investors Asset Management of Georgia
Georgia
$75K
PAI
1025
Pittenger & Anderson Inc
Nebraska
$75K

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.