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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
DC
201
Davenport & Co
Virginia
$22.3M +$85.4K +532 +0.4%
First Trust Advisors
202
First Trust Advisors
Illinois
$22.1M -$168M -1,044,062 -88%
CP
203
Cumberland Partners
Ontario, Canada
$22.1M +$12K +75 +0.1%
AB
204
Amalgamated Bank
New York
$21.8M +$1.89M +11,780 +9%
AT
205
AMF Tjänstepension
Sweden
$21.8M
ZIM
206
Zacks Investment Management
Illinois
$21.7M -$622K -3,877 -3%
DILIC
207
Dai-ichi Life Insurance Company
Japan
$21.7M
FAF
208
Första AP-fonden
Sweden
$21.5M +$706K +4,400 +3%
CS
209
Candriam SCA
Luxembourg
$21.5M +$6.12M +38,114 +36%
National Bank of Canada
210
National Bank of Canada
Quebec, Canada
$20.9M +$1.12M +6,998 +5%
Janney Montgomery Scott
211
Janney Montgomery Scott
Pennsylvania
$20.8M +$142K +883 +0.6%
ASRS
212
Arizona State Retirement System
Arizona
$20.4M -$241K -1,499 -1%
FPCG
213
Fort Pitt Capital Group
Pennsylvania
$20.3M -$1.1M -6,862 -5%
BBHC
214
Brown Brothers Harriman & Co
New York
$20.2M -$269K -1,675 -1%
WT
215
Whittier Trust
California
$20.2M +$469K +2,926 +2%
SOMRS
216
State of Michigan Retirement System
Michigan
$20.2M -$48.1K -300 -0.2%
MAM
217
Martingale Asset Management
Massachusetts
$20M -$4.1M -25,530 -16%
BPWM
218
Badgley Phelps Wealth Managers
Washington
$19.9M +$696K +4,339 +3%
EAM
219
EULAV Asset Management
Florida
$19.6M +$14.2M +88,300 +206%
TCA
220
Teewinot Capital Advisers
New York
$19.5M +$20.9M +130,316 New
Tudor Investment Corp
221
Tudor Investment Corp
Connecticut
$19.2M +$13.6M +84,545 +193%
Franklin Resources
222
Franklin Resources
California
$18.8M -$10.9M -68,144 -35%
PWLP
223
Prio Wealth Limited Partnership
Massachusetts
$18.7M +$289K +1,802 +1%
Skandinaviska Enskilda Banken (SEB)
224
Skandinaviska Enskilda Banken (SEB)
Sweden
$18.6M -$477K -2,976 -2%
HighTower Advisors
225
HighTower Advisors
Illinois
$18.4M +$2.25K +14 +0%

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.