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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
MFG
1176
Merit Financial Group
Georgia
-$487K -3,139 Closed
DS
1177
DRW Securities
Illinois
-$459K -2,956 Closed
CF
1178
Centaurus Financial
California
-$363K -2,341 Closed
TSS
1179
Two Sigma Securities
New York
-$367K -2,288 Closed
LOAMS
1180
Lombard Odier Asset Management (Switzerland)
Switzerland
-$352K -2,267 Closed
CC
1181
Centiva Capital
New York
-$309K -1,988 Closed
BP
1182
BBR Partners
New York
-$292K -1,882 Closed
EWA
1183
EP Wealth Advisors
California
-$285K -1,835 Closed
KFA
1184
Kelleher Financial Advisors
New York
-$284K -1,834 Closed
KFA
1185
Krane Funds Advisors
New York
-$275K -1,771 Closed
FHB
1186
First Hawaiian Bank
Hawaii
-$243K -1,566 Closed
WANY
1187
Wealthspire Advisors (New York)
New York
-$243K -1,564 Closed
CIP
1188
Convergence Investment Partners
Florida
-$240K -1,548 Closed
SPP
1189
Single Point Partners
Massachusetts
-$236K -1,521 Closed
DBT
1190
Dubuque Bank & Trust
Iowa
-$235K -1,515 Closed
ER
1191
Enlightenment Research
Florida
-$233K -1,500 Closed
BBNA
1192
Bremer Bank National Association
Minnesota
-$227K -1,459 Closed
NEPPG
1193
New England Professional Planning Group
Rhode Island
-$224K -1,449 Closed
CHP
1194
Cable Hill Partners
Oregon
-$224K -1,442 Closed
CWM
1195
Curi Wealth Management
North Carolina
-$219K -1,412 Closed
MC
1196
Middleton & Co
Massachusetts
-$219K -1,410 Closed
DA
1197
DSC Advisors
Illinois
-$213K -1,373 Closed
JC
1198
JB Capital
Connecticut
-$213K -1,373 Closed
AAS
1199
Ameritas Advisory Services
Nebraska
-$212K -1,367 Closed
WFA
1200
WestHill Financial Advisors
California
-$204K -1,316 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.