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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
SW
251
SVB Wealth
Massachusetts
$19.6M -$1.28M -6,438 -6%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$19.6M -$1.54M -7,719 -8%
MAMU
253
Marathon Asset Management (UK)
United Kingdom
$19.5M -$479K -2,404 -2%
WPI
254
Walter Public Investments
Canada
$19.4M +$141K +707 +0.8%
PI
255
PGGM Investments
Netherlands
$19.1M -$413K -2,074 -2%
DC
256
Davenport & Co
Virginia
$19M -$2.41M -12,081 -12%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$18.7M +$330K +1,658 +2%
VanEck Associates
258
VanEck Associates
New York
$18.5M +$799K +4,010 +5%
PCA
259
Private Capital Advisors
Connecticut
$18.2M +$17.6M +88,122 New
TIP
260
Torray Investment Partners
Maryland
$17.9M
CNB
261
Czech National Bank
Czech Republic
$17.8M +$38.9K +195 +0.2%
Creative Planning
262
Creative Planning
Kansas
$17.8M +$1.36M +6,814 +9%
SFA
263
Sequoia Financial Advisors
Ohio
$17.8M -$939K -4,710 -5%
WAS
264
Wesleyan Assurance Society
United Kingdom
$17.8M
CIC
265
Carnegie Investment Counsel
Ohio
$17.8M +$900K +4,518 +6%
URS
266
Utah Retirement Systems
Utah
$17.7M
FPCG
267
Fort Pitt Capital Group
Pennsylvania
$17.3M -$1.62M -8,115 -9%
OPCM
268
Osborne Partners Capital Management
California
$17.1M -$184K -922 -1%
GF
269
Gabelli Funds
New York
$16.8M -$1.3M -6,500 -7%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$16.6M +$229K +1,147 +1%
Two Sigma Investments
271
Two Sigma Investments
New York
$16.6M +$11.3M +56,684 +238%
WorldQuant Millennium Advisors
272
WorldQuant Millennium Advisors
New York
$16.4M -$13.7M -68,943 -46%
FMI
273
Factory Mutual Insurance
Massachusetts
$16.4M
TWC
274
TD Waterhouse Canada
Ontario, Canada
$16.1M +$2.53M +12,688 +23%
SWM
275
Segment Wealth Management
Texas
$16.1M +$576K +2,891 +4%

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.