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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
BCM
376
Bancreek Capital Management
California
$7.3M +$7.06M +35,438 New
SCA
377
Stokes Capital Advisors
South Carolina
$7.26M +$92.7K +465 +1%
Lido Advisors
378
Lido Advisors
California
$7.16M +$682K +3,422 +11%
PF
379
Phoenix Financial
Israel
$7.14M +$166K +833 +2%
EWA
380
Exencial Wealth Advisors
Oklahoma
$7M -$342K -1,716 -5%
IIM
381
Ipswich Investment Management
Massachusetts
$6.92M +$35.9K +180 +0.5%
SPIA
382
Steward Partners Investment Advisory
New York
$6.91M +$563K +2,824 +9%
FAT
383
First American Trust
California
$6.87M +$270K +1,355 +4%
CM
384
Churchill Management
California
$6.72M -$31.3K -157 -0.5%
HIMCH
385
Hartford Investment Management Co (HIMCO)
Connecticut
$6.69M -$162K -815 -2%
SWS
386
SYSTM Wealth Solutions
Illinois
$6.6M +$393K +1,973 +7%
MWM
387
MinichMacGregor Wealth Management
New York
$6.57M +$6.42M +32,218 New
NB
388
NBT Bank
New York
$6.54M -$85.5K -429 -1%
CAN
389
Cetera Advisor Networks
California
$6.53M +$430K +2,158 +7%
CGH
390
Crossmark Global Holdings
Texas
$6.52M -$824K -4,133 -12%
SFI
391
Siemens Fonds Invest
Germany
$6.49M -$167K -838 -3%
Northwestern Mutual Wealth Management
392
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$105K +527 +2%
AA
393
ALPS Advisors
Colorado
$6.34M +$79.7K +400 +1%
SIG
394
Stonegate Investment Group
Alabama
$6.28M -$188K -943 -3%
TVWM
395
Tower View Wealth Management
Wisconsin
$6.27M -$25.7K -129 -0.4%
BFG
396
Bleakley Financial Group
New Jersey
$6.22M +$89.5K +449 +2%
SW
397
Simplicity Wealth
New Jersey
$6.21M +$6.01M +30,170 New
VA
398
Vident Advisory
Georgia
$6.19M +$3.66M +18,340 +157%
Federated Hermes
399
Federated Hermes
Pennsylvania
$6.14M +$286K +1,433 +5%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$6.11M +$46.8K +235 +0.8%

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.