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MRSH

Marsh

1,442 hedge funds and large institutions have $89.8B invested in Marsh in 2024 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 532 increasing their positions, 507 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 83

98% more call options, than puts

Call options by funds: $339M | Put options by funds: $172M

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

8% more capital invested

Capital invested by funds: $83.5B → $89.8B (+$6.36B)

5% more funds holding

Funds holding: 1,3711,442 (+71)

5% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 507

0.61% less ownership

Funds ownership: 89.39%88.78% (-0.61%)

Holders
1,442
Holders Change
+71
Holders Change %
+5.18%
% of All Funds
20.77%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
177
Increased
532
Reduced
507
Closed
83
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFO
226
Boston Family Office
Massachusetts
$22.7M -$934K -4,688 -4%
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$22.7M -$58.5M -293,348 -73%
BBHC
228
Brown Brothers Harriman & Co
New York
$22.4M -$1.45M -7,272 -6%
Retirement Systems of Alabama
229
Retirement Systems of Alabama
Alabama
$22.4M -$15.5K -78 -0.1%
COPPSERS
230
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.2M +$6.38K +32 +0%
Cerity Partners
231
Cerity Partners
New York
$22.2M +$6.48M +32,508 +43%
DnB Asset Management
232
DnB Asset Management
Norway
$21.9M -$2.79M -13,994 -12%
AB
233
Amalgamated Bank
New York
$21.8M -$3.46M -17,380 -14%
TAF
234
Tredje AP-fonden
Sweden
$21.7M +$5.18M +26,000 +33%
QCM
235
QRG Capital Management
Illinois
$21.4M -$3.67M -18,423 -15%
WT
236
Washington Trust
Rhode Island
$21.4M -$134K -674 -0.6%
CAG
237
Crestwood Advisors Group
Massachusetts
$21.1M -$189K -946 -0.9%
TPSF
238
Texas Permanent School Fund
Texas
$20.9M -$20.5K -103 -0.1%
Bank Julius Baer & Co
239
Bank Julius Baer & Co
Switzerland
$20.7M +$1.39M +6,973 +7%
ADEF
240
Adams Diversified Equity Fund
Maryland
$20.6M +$19.9M +100,100 New
KBC Group
241
KBC Group
Belgium
$20.3M -$40.6M -203,529 -67%
Bank of Nova Scotia
242
Bank of Nova Scotia
Ontario, Canada
$20.3M -$33.5M -168,218 -63%
LCP
243
LGT Capital Partners
Switzerland
$20.1M +$19.5M +97,800 New
Skandinaviska Enskilda Banken (SEB)
244
Skandinaviska Enskilda Banken (SEB)
Sweden
$20M -$12.3M -61,543 -39%
II
245
IFM Investors
Australia
$20M -$88.5K -444 -0.5%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$19.9M +$335K +1,682 +2%
ProShare Advisors
247
ProShare Advisors
Maryland
$19.8M -$1.3M -6,517 -6%
UIM
248
USS Investment Management
United Kingdom
$19.7M +$269K +1,349 +1%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$19.7M +$497K +2,495 +3%
D.E. Shaw & Co
250
D.E. Shaw & Co
New York
$19.6M -$1.73M -8,664 -8%

MRSH Hedge Fund Activity: Q1 2024 in Review

1,442 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2024, worth a combined $89.8B — up 7.6% from $83.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new MRSH positions and 83 closed out — a net gain of 94 holders — while 532 added to existing stakes and 507 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $337M. The largest seller was Morgan Stanley, cutting an estimated $1.22B.

  • 1,442 institutional investors held Marsh (MRSH) as of Q1 2024, up from 1,371 in Q4 2023.
  • Funds reported $89.8B of Marsh stock for Q1 2024, up 7.6% quarter-over-quarter.
  • 177 funds opened new Marsh positions in Q1 2024 and 83 closed out, a net change of +94 holders.
  • The largest Marsh buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $337M added.
  • The largest Marsh seller in Q1 2024 was Morgan Stanley, an estimated $1.22B sold.

Based on aggregated 13F filings for Q1 2024.