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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
SC
1026
Solstein Capital
California
$75K
FHA
1027
First Horizon Advisors
Tennessee
$74K +$16.7K +104 +26%
VIA
1028
Virtus Investment Advisers
Connecticut
$74K +$80.1K +499 New
EBA
1029
Eagle Bay Advisors
New York
$72K
TCOV
1030
Trust Company of Vermont
Vermont
$72K +$7.38K +46 +11%
AA
1031
Addison Advisors
Vermont
$68K
ICM
1032
Islay Capital Management
Texas
$67K
GEA
1033
Glen Eagle Advisors
New Jersey
$66.3K +$3.05K +19 +4%
JGIA
1034
Jackson Grant Investment Advisers
Connecticut
$66K +$160 +1 +0.2%
C
1035
Covestor
United Kingdom
$62K -$80.1K -499 -55%
FAM
1036
Fred Alger Management
New York
$61K -$68.4K -426 -51%
AWM
1037
Avior Wealth Management
Nebraska
$61K +$160 +1 +0.2%
BSB
1038
Bangor Savings Bank
Maine
$60K
EIP
1039
Ellis Investment Partners
Pennsylvania
$60K
CCA
1040
Column Capital Advisors
Indiana
$59K
VCM
1041
Versant Capital Management
Arizona
$56K
CA
1042
Crewe Advisors
Utah
$55K +$10.3K +64 +21%
TWA
1043
TCI Wealth Advisors
Arizona
$54K -$1.93K -12 -3%
KA
1044
Kozak & Associates
Colorado
$54K +$321 +2 +0.6%
HDIM
1045
Hanson & Doremus Investment Management
Vermont
$54K +$18.1K +113 +45%
SCM
1046
Silvant Capital Management
Georgia
$53K
DAC
1047
Dividend Assets Capital
South Carolina
$53K +$8.66K +54 +18%
PCTC
1048
Perkins Coie Trust Company
Washington
$51K -$8.5K -53 -13%
CAC
1049
Core Alternative Capital
Georgia
$51K +$3.21K +20 +6%
GWM
1050
Geneos Wealth Management
Colorado
$49K -$75.9K -473 -59%

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.