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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
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$40.6M -$13.5M -84,009 -24%
HJGA
152
Hardman Johnston Global Advisors
Connecticut
$39.9M -$580K -3,614 -1%
EIP
153
Epoch Investment Partners
New York
$39.8M -$833K -5,192 -2%
VDI
154
Vaughan David Investments
Illinois
$38.6M +$95K +592 +0.2%
BHC
155
Bowen Hanes & Co
Florida
$38.6M +$40.3M +251,269 +3,565%
HKAM
156
Horizon Kinetics Asset Management
New York
$38M -$3.95M -24,640 -9%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$37.9M +$5.1M +31,803 +14%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$37.9M +$5.75M +35,817 +16%
WI
159
Wafra Inc
New York
$37.8M +$40.6M +252,894 New
Nomura Asset Management
160
Nomura Asset Management
Japan
$36.9M +$8.18M +50,952 +26%
Citadel Advisors
161
Citadel Advisors
Florida
$36.7M +$17.7M +110,483 +81%
AIM
162
Avity Investment Management
Connecticut
$36M -$2.8M -17,472 -7%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$34.7M +$140K +875 +0.4%
AIM
164
Artemis Investment Management
United Kingdom
$34.4M +$4.19M +26,137 +13%
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$33.7M -$4.79M -29,824 -12%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$33.7M +$11.3M +70,673 +46%
YL
167
YCG LLC
Texas
$33.5M -$13K -81 -0%
SO
168
STRS Ohio
Ohio
$33.4M -$3.57M -22,251 -9%
N
169
Natixis
France
$33M +$5.82M +36,269 +20%
EAM
170
Erste Asset Management
Austria
$33M +$482K +3,001 +1%
PAM
171
Panagora Asset Management
Massachusetts
$32.6M -$385K -2,398 -1%
Asset Management One
172
Asset Management One
Japan
$32M -$2.95M -18,366 -8%
SW
173
SVB Wealth
Massachusetts
$31.6M -$360K -2,246 -1%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$30.5M -$2.16M -13,446 -6%
FLPIM
175
F.L. Putnam Investment Management
Massachusetts
$30.3M +$425K +2,649 +1%

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.