We are live on ! Find out more
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
Luther King Capital Management (LKCM)
326
Luther King Capital Management (LKCM)
Texas
$12.9M +$47.5K +214 +0.4%
ROC
327
Running Oak Capital
Minnesota
$12.6M +$200K +900 +2%
Wealthfront Advisers
328
Wealthfront Advisers
California
$12.5M +$99.2K +447 +0.8%
ACIM
329
Azimuth Capital Investment Management
Michigan
$12.4M +$282K +1,272 +2%
VPIM
330
Vanguard Personalized Indexing Management
California
$12.3M +$1.43M +6,448 +13%
PP
331
Prudential plc
United Kingdom
$12M -$3.24M -14,580 -21%
BCI
332
Brinker Capital Investments
Pennsylvania
$11.9M -$598K -2,693 -5%
OPS
333
Orion Portfolio Solutions
Nebraska
$11.9M -$598K -2,693 -5%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$11.6M +$3.56M +16,052 +44%
SLAM
335
Swiss Life Asset Management
$11.6M -$1.04M -4,671 -8%
EI
336
Ethic Inc
New York
$11.4M -$2.04M -9,176 -14%
CIS
337
Capital International Sarl
California
$11.4M -$10.2K -46 -0.1%
BAMF
338
BI Asset Management Fondsmaeglerselskab
Denmark
$11.3M +$467K +2,104 +4%
HVIA
339
Hudson Valley Investment Advisors
New York
$11.2M +$727K +3,276 +7%
Osaic Holdings
340
Osaic Holdings
Arizona
$11.1M -$973K -4,384 -8%
Mercer Global Advisors
341
Mercer Global Advisors
Colorado
$11M +$342K +1,540 +3%
Mirae Asset Global Investments
342
Mirae Asset Global Investments
South Korea
$10.9M +$2.97M +13,386 +38%
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$10.9M -$1.15M -5,172 -10%
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
$10.9M -$2.96M -13,329 -22%
PF
345
Phoenix Financial
Israel
$10.8M +$1.91M +8,619 +22%
Jane Street
346
Jane Street
New York
$10.7M -$28M -126,345 -72%
FGP
347
Foyston, Gordon, & Payne
Ontario, Canada
$10.6M -$1.39M -6,255 -12%
SBH
348
Segall Bryant & Hamill
Illinois
$10.5M -$138K -620 -1%
EMPI
349
Elo Mutual Pension Insurance
Finland
$10.5M +$1.2M +5,417 +13%
MML Investors Services
350
MML Investors Services
Massachusetts
$10.4M +$283K +1,274 +3%

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.