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MRSH

Marsh

1,525 hedge funds and large institutions have $97B invested in Marsh in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 625 increasing their positions, 500 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

25% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 500

5% more capital invested

Capital invested by funds: $92.2B → $97B (+$4.79B)

4% more funds holding

Funds holding: 1,4701,525 (+55)

1% more call options, than puts

Call options by funds: $359M | Put options by funds: $355M

0.17% less ownership

Funds ownership: 88.71%88.54% (-0.17%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
1,525
Holders Change
+55
Holders Change %
+3.74%
% of All Funds
21.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.34%
New
137
Increased
625
Reduced
500
Closed
66
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Sequoia Financial Advisors
Ohio
$25.8M +$2.98M +13,405 +13%
JF
227
Jump Financial
Illinois
$25.3M +$24.2M +108,970 +2,451%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$25.2M +$1.11M +5,002 +5%
WPI
229
Walter Public Investments
Canada
$25.1M +$1.07M +4,807 +4%
PAM
230
Panagora Asset Management
Massachusetts
$24.6M -$312K -1,407 -1%
BFO
231
Boston Family Office
Massachusetts
$24.2M -$73.5K -331 -0.3%
VanEck Associates
232
VanEck Associates
New York
$24.1M +$1.99M +8,976 +9%
COPPSERS
233
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.9M -$261K -1,176 -1%
Retirement Systems of Alabama
234
Retirement Systems of Alabama
Alabama
$23.9M -$379K -1,707 -2%
Point72 Asset Management
235
Point72 Asset Management
Connecticut
$23.5M +$23.4M +105,372 New
AB
236
Amalgamated Bank
New York
$23.5M +$1.09M +4,912 +5%
VMPIC
237
Varma Mutual Pension Insurance Co
Finland
$23.2M -$1.07M -4,800 -4%
WT
238
Washington Trust
Rhode Island
$22.6M -$14.7K -66 -0.1%
Bank Julius Baer & Co
239
Bank Julius Baer & Co
Switzerland
$22.5M -$634K -2,856 -3%
CNB
240
Czech National Bank
Czech Republic
$22.3M +$1.39M +6,282 +7%
CAG
241
Crestwood Advisors Group
Massachusetts
$22.3M -$374K -1,683 -2%
NEI
242
Northwest & Ethical Investments
Ontario, Canada
$22.3M +$4.7M +21,156 +27%
DILIC
243
Dai-ichi Life Insurance Company
Japan
$22.1M -$3.3M -14,887 -13%
Creative Planning
244
Creative Planning
Kansas
$22M +$1.3M +5,857 +6%
UIM
245
USS Investment Management
United Kingdom
$21.8M +$4.66K +21 +0%
Man Group
246
Man Group
United Kingdom
$21.8M +$2.53M +11,386 +13%
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$21.7M +$28.6K +129 +0.1%
QCM
248
QRG Capital Management
Illinois
$21.7M +$174K +782 +0.8%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$21.6M +$1.01M +4,530 +5%
II
250
IFM Investors
Australia
$21.6M -$222K -1,002 -1%

MRSH Hedge Fund Activity: Q3 2024 in Review

1,525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2024, worth a combined $97B — up 5.2% from $92.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new MRSH positions and 66 closed out — a net gain of 71 holders — while 625 added to existing stakes and 500 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $136M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $442M.

  • 1,525 institutional investors held Marsh (MRSH) as of Q3 2024, up from 1,470 in Q2 2024.
  • Funds reported $97B of Marsh stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 137 funds opened new Marsh positions in Q3 2024 and 66 closed out, a net change of +71 holders.
  • The largest Marsh buyer in Q3 2024 was Qube Research & Technologies (QRT), an estimated $136M added.
  • The largest Marsh seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2024.