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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
ACM
1126
AUA Capital Management
Pennsylvania
$7K -$160 -1 -2%
AP
1127
Atwood & Palmer
Missouri
$6K
FWM
1128
Focused Wealth Management
New York
$6K
SC
1129
SouthState Corp
Florida
$5K
WB
1130
West Bancorporation
Iowa
$5K
SFO
1131
Standard Family Office
South Dakota
$5K +$5.78K +36 New
FWA
1132
FSC Wealth Advisors
New York
$4K
HWM
1133
Horizons Wealth Management
North Carolina
$4K
LWANC
1134
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
DI
1135
Disciplined Investments
Oklahoma
$4K +$802 +5 +24%
DIP
1136
DT Investment Partners
Pennsylvania
$4K +$4.65K +29 New
SCA
1137
Stonebridge Capital Advisors
Minnesota
$4K +$4.65K +29 New
BCPWM
1138
Bradley & Co Private Wealth Management
Florida
$3K
LIM
1139
Longfellow Investment Management
Massachusetts
$3K
TFM
1140
TFC Financial Management
Massachusetts
$3K
WWMSC
1141
Wagner Wealth Management (South Carolina)
South Carolina
$3K
UFF
1142
USA Financial Formulas
Michigan
$3K +$963 +6 +35%
BWM
1143
Baystate Wealth Management
Massachusetts
$2K
M1FG
1144
Mach-1 Financial Group
Arkansas
$2K +$2.89K +18 New
SIC
1145
SJS Investment Consulting
Ohio
$2K +$3.21K +20 New
FGAM
1146
Financial Gravity Asset Management
Texas
$1.01K -$63.2K -394 -16%
CCM
1147
Cribstone Capital Management
Maine
$1K
OLVIG
1148
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
WWM
1149
Wolff Wiese Magana
California
$1K
LF
1150
Lee Financial
Texas
$1K +$160 +1 +17%

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.