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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
MFA
1051
McClarren Financial Advisors
Pennsylvania
$48K +$52.6K +328 New
BCMLT
1052
Beacon Capital Management LLC (Tennessee)
Tennessee
$47K
HWM
1053
HighMark Wealth Management
Minnesota
$46K
CG
1054
Cutler Group
California
$46K +$49.9K +311 New
TIM
1055
Tortoise Investment Management
New York
$45K -$321 -2 -0.7%
SSB
1056
Sandy Spring Bank
Maryland
$45K
JFGIW
1057
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K +$321 +2 +0.7%
AA
1058
Ancora Advisors
Ohio
$44K -$28.7K -179 -38%
MWM
1059
Mascoma Wealth Management
New Hampshire
$44K -$481 -3 -1%
AIP
1060
Almanack Investment Partners
Pennsylvania
$43K +$46.5K +290 New
MCM
1061
MV Capital Management
Maryland
$42K +$10.1K +63 +29%
AF
1062
Allworth Financial
California
$38K +$2.73K +17 +7%
FMP
1063
Financial Management Professionals
Texas
$36K -$963 -6 -2%
CTB
1064
Country Trust Bank
Illinois
$36K
BIA
1065
Bell Investment Advisors
California
$36K +$7.38K +46 +24%
FCA
1066
FinTrust Capital Advisors
South Carolina
$35K +$4.97K +31 +16%
PSB
1067
Piscataqua Savings Bank
New Hampshire
$34K
GI
1068
Gradient Investments
Minnesota
$33K -$54.6K -340 -61%
EARNEST Partners
1069
EARNEST Partners
Georgia
$33K
AP
1070
Arlington Partners
Alabama
$32K
NL
1071
NVWM LLC
Pennsylvania
$31K -$321 -2 -1%
ST
1072
Sageworth Trust
Pennsylvania
$31K
NFSG
1073
Newbridge Financial Services Group
Florida
$31K +$160 +1 +0.5%
AAP
1074
Arax Advisory Partners
Colorado
$31K +$33.2K +207 New
AS
1075
Altshuler Shaham
Israel
$30K +$4.17K +26 +15%

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.