We are live on ! Find out more
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
AWM
1101
Abound Wealth Management
Tennessee
$14K +$15.1K +94 New
DWMG
1102
DB Wealth Management Group
California
$14K
SCA
1103
Stuart Chaussee & Associates
California
$14K
RCM
1104
Raleigh Capital Management
North Carolina
$14K +$6.26K +39 +75%
OC
1105
Oakworth Capital
Alabama
$13K
SC
1106
Seldon Capital
California
$13K
FPFS
1107
First Personal Financial Services
North Carolina
$12K +$12.8K +80 New
ADL
1108
Asset Dedication LLC
California
$12K +$13.3K +83 New
AIM
1109
Arcadia Investment Management
Michigan
$11K
GG
1110
Gleason Group
Kentucky
$11K
MCC
1111
Money Concepts Capital
Florida
$11K +$11.4K +71 New
CHA
1112
Carmichael Hill & Associates
Maryland
$10K
RDFA
1113
Ritter Daniher Financial Advisory
Ohio
$10K
TJHA
1114
Thomas J. Herzfeld Advisors
Florida
$10K
KFI
1115
Key Financial Inc
Pennsylvania
$10K +$7.86K +49 +258%
MFT
1116
Moisand Fitzgerald Tamayo
Florida
$10K +$10.4K +65 New
CFD
1117
Creative Financial Designs
Indiana
$9K
MUMSS
1118
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K
SC
1119
Schubert & Co
Texas
$9K +$2.09K +13 +30%
CAL
1120
Capital Advisors Ltd
Ohio
$9K +$4.17K +26 +79%
CB
1121
Community Bank
New York
$9K +$9.47K +59 New
PK
1122
Pflug Koory
Nebraska
$9K +$9.79K +61 New
GIA
1123
GHP Investment Advisors
Colorado
$8K -$4.81K -30 -35%
SC
1124
Sierra Capital
Florida
$8K -$321 -2 -4%
TFA
1125
Toth Financial Advisory
Virginia
$8K

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.