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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
IP
326
Interval Partners
New York
$11.1M +$3.62M +18,175 +51%
HVIA
327
Hudson Valley Investment Advisors
New York
$11.1M +$2.52M +12,645 +31%
Citadel Advisors
328
Citadel Advisors
Florida
$11.1M +$10.7M +53,853 +43,430%
MML Investors Services
329
MML Investors Services
Massachusetts
$11.1M +$655K +3,287 +6%
CIBC Private Wealth Group
330
CIBC Private Wealth Group
Georgia
$11.1M -$205K -1,028 -2%
PP
331
Prudential plc
United Kingdom
$11.1M -$553K -2,774 -5%
M&T Bank
332
M&T Bank
New York
$11.1M -$8.33M -41,804 -44%
FGP
333
Foyston, Gordon, & Payne
Ontario, Canada
$11M -$387K -1,944 -3%
SBH
334
Segall Bryant & Hamill
Illinois
$10.9M -$4.19M -20,999 -28%
ROC
335
Running Oak Capital
Minnesota
$10.8M +$1.09M +5,491 +12%
BAM
336
Bell Asset Management
Australia
$10.4M +$2.33M +11,702 +30%
LCI
337
L1 Capital International
Australia
$10.4M +$828K +4,153 +9%
OAM
338
Oppenheimer Asset Management
New York
$10.1M -$2.31M -11,569 -19%
Pacer Advisors
339
Pacer Advisors
Pennsylvania
$10.1M -$423K -2,123 -4%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$10.1M +$702K +3,522 +8%
Osaic Holdings
341
Osaic Holdings
Arizona
$9.84M -$17.1M -85,660 -64%
Focus Partners Wealth
342
Focus Partners Wealth
Massachusetts
$9.78M +$1.37M +6,873 +17%
SAM
343
Sawgrass Asset Management
Florida
$9.71M -$431K -2,164 -4%
IMRF
344
Illinois Municipal Retirement Fund
Illinois
$9.63M +$2.8M +14,042 +43%
PI
345
PineBridge Investments
New York
$9.55M -$2.13M -10,668 -19%
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$9.4M -$3.68M -18,449 -29%
EMPI
347
Elo Mutual Pension Insurance
Finland
$9.28M +$384K +1,927 +4%
Tudor Investment Corp
348
Tudor Investment Corp
Connecticut
$9.27M +$8.97M +44,989 New
Envestnet Portfolio Solutions
349
Envestnet Portfolio Solutions
Illinois
$9.24M +$1.84M +9,209 +26%
VPIM
350
Vanguard Personalized Indexing Management
California
$9.07M +$1.07M +5,360 +14%

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.