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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
SIS
1076
Sound Income Strategies
Florida
$29K -$481 -3 -2%
SOW
1077
State of Wyoming
Wyoming
$29K +$15.4K +96 +99%
FFC
1078
First Financial Corp
Indiana
$28K
TFP
1079
Tilia Fiduciary Partners
North Carolina
$28K
NC
1080
NewSquare Capital
Pennsylvania
$28K +$1.93K +12 +7%
ACA
1081
Atlas Capital Advisors
Wyoming
$27.6K
GFPC
1082
Global Financial Private Client
Florida
$27.1K +$28.1K +175 New
AWM
1083
Atticus Wealth Management
Florida
$27K
Jones Financial Companies
1084
Jones Financial Companies
Missouri
$25K -$8.98K -56 -25%
LFG
1085
Larson Financial Group
Missouri
$25K +$15.2K +95 +136%
CH
1086
Canton Hathaway
Rhode Island
$24K
BWA
1087
BDO Wealth Advisors
Florida
$23K
QC
1088
Quent Capital
New York
$23K +$21.7K +135 +711%
DWA
1089
Delos Wealth Advisors
Texas
$22K +$642 +4 +3%
ANBT
1090
American National Bank & Trust
Texas
$22K +$3.21K +20 +15%
JWA
1091
JFS Wealth Advisors
Pennsylvania
$22K +$5.78K +36 +32%
PCFFS
1092
Pacific Center for Financial Services
California
$20K -$1.28K -8 -6%
CAL
1093
Capital Analysts LLC
Pennsylvania
$20K +$2.57K +16 +14%
JWM
1094
Janiczek Wealth Management
Colorado
$20K +$4.65K +29 +28%
FIA
1095
FNY Investment Advisers
New York
$20K +$6.74K +42 +43%
CQS
1096
Credential Qtrade Securities
$18.1K
MRCM
1097
M&R Capital Management
New Jersey
$17K
HR
1098
Howe & Rusling
New York
$17K +$2.09K +13 +13%
CYG
1099
Clean Yield Group
Vermont
$16K
JFA
1100
JNBA Financial Advisors
Minnesota
$15K

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.