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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
EHC
1201
Everett Harris & Co
California
-$202K -1,300 Closed
FA
1202
Fermata Advisors
California
-$202K -1,298 Closed
CCMG
1203
Clark Capital Management Group
Pennsylvania
-$201K -1,297 Closed
OWP
1204
Obermeyer Wealth Partners
Colorado
-$200K -1,290 Closed
PFS
1205
Prospera Financial Services
Texas
-$191K -1,225 Closed
SSG
1206
Summit Securities Group
New York
-$163K -1,052 Closed
CWP
1207
Concord Wealth Partners
Virginia
-$156K -1,006 Closed
CCM
1208
Chilton Capital Management
Texas
-$127K -818 Closed
HFS
1209
Heritage Financial Services
Massachusetts
-$108K -700 Closed
PFGIA
1210
Patriot Financial Group Insurance Agency
Massachusetts
-$68K -435 Closed
OIS
1211
Okabena Investment Services
Minnesota
-$47K -303 Closed
FBT
1212
First Bank & Trust
South Dakota
-$31K -201 Closed
CA
1213
CoreCap Advisors
Michigan
-$30K -196 Closed
SIC
1214
Salem Investment Counselors
North Carolina
-$24K -155 Closed
M
1215
MOTCO
Texas
-$13K -84 Closed
GKIM
1216
GW&K Investment Management
Massachusetts
-$10K -64 Closed
FCG
1217
Financial Connections Group
California
-$7K -51 Closed
CP
1218
Castleview Partners
Texas
-$6.8K -50 Closed
TCWA
1219
Ten Capital Wealth Advisors
Washington
-$7K -46 Closed
SFG
1220
Steward Financial Group
Texas
-$6K -45 Closed
FPB
1221
First PREMIER Bank
South Dakota
-$5K -35 Closed
COCM
1222
Charter Oak Capital Management
New Hampshire
-$4K -25 Closed
Loomis, Sayles & Company
1223
Loomis, Sayles & Company
Massachusetts
-$3K -22 Closed
GWMIA
1224
Global Wealth Management Investment Advisory
Florida
-$3K -17 Closed
AIP
1225
Ahrens Investment Partners
Louisiana
-$2K -14 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.