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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
M&T Bank
351
M&T Bank
New York
$10.4M -$566K -2,550 -5%
Envestnet Portfolio Solutions
352
Envestnet Portfolio Solutions
Illinois
$10.3M +$179K +805 +2%
DCM
353
Dupont Capital Management
Delaware
$10.2M
SA
354
SpiderRock Advisors
Delaware
$10.2M -$363K -1,635 -3%
EDRH
355
Edmond de Rothschild Holding
Switzerland
$9.93M +$2.47M +11,117 +33%
SAM
356
Sawgrass Asset Management
Florida
$9.92M -$418K -1,885 -4%
BIM
357
Bridges Investment Management
Nebraska
$9.89M +$9.84M +44,339 New
LF
358
Longbow Finance
Switzerland
$9.7M +$1.56M +7,022 +19%
TI
359
Trexquant Investment
Connecticut
$9.67M +$7.78M +35,052 +424%
CAM
360
Cresset Asset Management
Illinois
$9.66M -$60.8K -274 -0.6%
CGH
361
Crossmark Global Holdings
Texas
$9.51M +$2.39M +10,766 +34%
OPERF
362
Oregon Public Employees Retirement Fund
Oregon
$9.38M -$62.2K -280 -0.7%
HNB
363
Huntington National Bank
Ohio
$9.36M -$99K -446 -1%
TC
364
TwinBeech Capital
New York
$9.25M +$9.2M +41,442 New
VI
365
Vestcor Inc
New Brunswick, Canada
$9.22M
Lido Advisors
366
Lido Advisors
California
$9.11M +$124K +557 +1%
William Blair & Company
367
William Blair & Company
Illinois
$9.1M +$35.3K +159 +0.4%
TCM
368
Teza Capital Management
Illinois
$8.96M +$6.86M +30,923 +335%
BCM
369
Bancreek Capital Management
California
$8.86M +$834K +3,756 +10%
CIM
370
Contravisory Investment Management
Massachusetts
$8.85M +$126K +566 +1%
BIG
371
Builder Investment Group
Georgia
$8.79M
CWM
372
Calamos Wealth Management
Illinois
$8.76M +$43.1K +194 +0.5%
GIBU
373
Gulf International Bank (UK)
United Kingdom
$8.72M -$394K -1,777 -4%
BVDMP
374
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.6M
MGWM
375
Marks Group Wealth Management
Minnesota
$8.51M +$30.2K +136 +0.4%

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.