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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
SWM
1151
Selective Wealth Management
Virginia
$1K +$1.12K +7 New
OIA
1152
Optimum Investment Advisors
Illinois
$1K +$1.44K +9 New
HWP
1153
Highline Wealth Partners
California
$896 +$963 +6 New
FSWA
1154
Financial Synergies Wealth Advisors
Texas
$747
MOS
1155
MGO One Seven
Ohio
$600 +$55.5K +346 +9%
PI
1156
PFS Investments
Georgia
$268 +$26.3K +164 +10%
TPI
1157
Tesco Pension Investment
United Kingdom
-$63.2M -407,348 Closed
A
1158
AustralianSuper
Australia
-$16.9K -109,026 Closed
Twin Tree Management
1159
Twin Tree Management
Texas
-$10.1M -62,929 Closed
MSRPS
1160
Maryland State Retirement & Pension System
Maryland
-$6M -38,618 Closed
SGA
1161
Strategic Global Advisors
California
-$3.74M -24,070 Closed
CC
1162
Cipher Capital
New York
-$2.33M -14,999 Closed
OQS
1163
Occudo Quantitative Strategies
Florida
-$2.29M -14,778 Closed
HIC
1164
Hartline Investment Corp
Illinois
-$1.48M -12,671 Closed
NIMI
1165
Natixis Investment Managers International
France
-$1.71M -11,007 Closed
EDRH
1166
Edmond de Rothschild Holding
Switzerland
-$1.67M -10,753 Closed
ACM
1167
Ativo Capital Management
Illinois
-$1.52M -9,772 Closed
BAM
1168
Blueshift Asset Management
New Jersey
-$1.2M -7,707 Closed
DA
1169
Duality Advisers
Florida
-$1.17M -7,517 Closed
ACP
1170
Arcus Capital Partners
Georgia
-$959K -6,180 Closed
VF
1171
Virtu Financial
New York
-$889K -5,725 Closed
MSAM
1172
Moloney Securities Asset Management
Missouri
-$776K -4,998 Closed
EP
1173
Edgestream Partners
New Jersey
-$736K -4,738 Closed
EP
1174
Eudaimonia Partners
Tennessee
-$731K -4,711 Closed
BA
1175
Bridgewater Advisors
New York
-$580K -3,737 Closed

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.