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MRSH

Marsh

1,573 hedge funds and large institutions have $94.5B invested in Marsh in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 641 increasing their positions, 497 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 108

29% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 497

3% more funds holding

Funds holding: 1,5251,573 (+48)

1.75% more ownership

Funds ownership: 88.54%90.28% (+1.7%)

2% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

3% less capital invested

Capital invested by funds: $97B → $94.5B (-$2.51B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,573
Holders Change
+48
Holders Change %
+3.15%
% of All Funds
20.72%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
189
Increased
641
Reduced
497
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
351
Bridges Investment Management
Nebraska
$10.5M +$1.12M +5,066 +11%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$10.4M +$92.1K +415 +0.9%
UBP
353
Union Bancaire Privee
Switzerland
$10.4M +$11M +49,597 New
Mercer Global Advisors
354
Mercer Global Advisors
Colorado
$10.3M -$199K -896 -2%
VCM
355
Voleon Capital Management
California
$10.3M +$10.7M +48,317 New
Pacer Advisors
356
Pacer Advisors
Pennsylvania
$10.3M -$2.16M -9,714 -17%
MML Investors Services
357
MML Investors Services
Massachusetts
$10.2M +$288K +1,299 +3%
Tudor Investment Corp
358
Tudor Investment Corp
Connecticut
$9.96M -$10.2M -45,883 -49%
FGP
359
Foyston, Gordon, & Payne
Ontario, Canada
$9.95M -$130K -587 -1%
EDRH
360
Edmond de Rothschild Holding
Switzerland
$9.89M +$463K +2,087 +5%
MSU
361
Mizuho Securities USA
New York
$9.89M +$3.25M +14,659 +46%
DCM
362
Dupont Capital Management
Delaware
$9.74M
JF
363
Jump Financial
Illinois
$9.68M -$15.1M -67,851 -60%
M&T Bank
364
M&T Bank
New York
$9.63M -$252K -1,136 -2%
EMPI
365
Elo Mutual Pension Insurance
Finland
$9.53M -$450K -2,030 -4%
Osaic Holdings
366
Osaic Holdings
Arizona
$9.34M +$1.24M +5,578 +11%
TMAM
367
Tokio Marine Asset Management
Japan
$9.13M +$6.67M +30,051 +232%
William Blair & Company
368
William Blair & Company
Illinois
$9.08M +$438K +1,974 +5%
HNB
369
Huntington National Bank
Ohio
$9.06M +$150K +674 +2%
ACM
370
Aurdan Capital Management
Pennsylvania
$9.04M +$9.44M +42,542 New
OPERF
371
Oregon Public Employees Retirement Fund
Oregon
$8.94M +$11.1K +50 +0.1%
SAM
372
Sawgrass Asset Management
Florida
$8.9M -$563K -2,537 -6%
BVDMP
373
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.82M
BAMF
374
BI Asset Management Fondsmaeglerselskab
Denmark
$8.61M -$2.26M -10,175 -20%
CGH
375
Crossmark Global Holdings
Texas
$8.61M -$469K -2,112 -5%

MRSH Hedge Fund Activity: Q4 2024 in Review

1,573 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2024, worth a combined $94.5B — down 2.6% from $97B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new MRSH positions and 108 closed out — a net gain of 81 holders — while 641 added to existing stakes and 497 trimmed.

The largest buyer was Stifel Financial, adding an estimated $418M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $451M.

  • 1,573 institutional investors held Marsh (MRSH) as of Q4 2024, up from 1,525 in Q3 2024.
  • Funds reported $94.5B of Marsh stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 189 funds opened new Marsh positions in Q4 2024 and 108 closed out, a net change of +81 holders.
  • The largest Marsh buyer in Q4 2024 was Stifel Financial, an estimated $418M added.
  • The largest Marsh seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.