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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
AAM
301
Advisors Asset Management
Colorado
$13.1M -$3.1M -15,577 -20%
CS
302
Candriam SCA
Luxembourg
$12.8M +$702K +3,524 +6%
CSS
303
Cubist Systematic Strategies
Connecticut
$12.8M +$9.04M +45,339 +270%
IG
304
ING Group
Netherlands
$12.8M -$8.4M -42,142 -40%
HTIM
305
Harbour Trust & Investment Management
Indiana
$12.4M +$204K +1,025 +2%
FAB
306
First American Bank
Illinois
$12.3M +$253K +1,268 +2%
AIM
307
Achmea Investment Management
Netherlands
$12.2M -$1.59M -7,995 -12%
BCIM
308
British Columbia Investment Management
British Columbia, Canada
$12.2M +$439K +2,204 +4%
AWM
309
Apollon Wealth Management
South Carolina
$12.1M -$43K -216 -0.4%
NAM
310
Nissay Asset Management
Japan
$12M -$161K -810 -1%
WTC
311
WhitTier Trust Company
Nevada
$11.9M +$236K +1,186 +2%
PD
312
Point72 (DIFC)
United Arab Emirates
$11.8M +$11.4M +57,056 New
BCI
313
Brinker Capital Investments
Pennsylvania
$11.7M -$369K -1,853 -3%
OPS
314
Orion Portfolio Solutions
Nebraska
$11.7M -$369K -1,853 -3%
Brown Advisory
315
Brown Advisory
Maryland
$11.6M -$186K -932 -2%
DCM
316
Dupont Capital Management
Delaware
$11.6M
AAS
317
Annex Advisory Services
Wisconsin
$11.6M +$193K +966 +2%
GAM
318
Gotham Asset Management
New York
$11.5M +$1.41M +7,059 +15%
EI
319
Ethic Inc
New York
$11.4M +$378K +1,896 +4%
Cetera Investment Advisers
320
Cetera Investment Advisers
Illinois
$11.4M +$7.78M +39,013 +237%
CI Investments Inc
321
CI Investments Inc
Ontario, Canada
$11.4M -$497K -2,495 -4%
Wealthfront Advisers
322
Wealthfront Advisers
California
$11.4M -$51.4K -258 -0.5%
RJFSA
323
Raymond James Financial Services Advisors
Florida
$11.3M -$592K -2,969 -5%
Wealth Enhancement Advisory Services
324
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$1.69M +8,471 +19%
ACIM
325
Azimuth Capital Investment Management
Michigan
$11.2M -$9.07M -45,510 -46%

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.