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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
MWM
376
MinichMacGregor Wealth Management
New York
$8.4M +$215K +970 +3%
EWM
377
Executive Wealth Management
Michigan
$8.34M +$8.3M +37,372 New
SCA
378
Stokes Capital Advisors
South Carolina
$8.31M -$24.2K -109 -0.3%
SPIA
379
Steward Partners Investment Advisory
New York
$8.31M +$749K +3,373 +10%
BSI
380
Bennett Selby Investments
Maine
$8.14M
AAM
381
Auxier Asset Management
Oregon
$7.92M -$19.3K -87 -0.2%
AAM
382
Advisors Asset Management
Colorado
$7.81M -$3.04M -13,701 -28%
UOTTAIMCU
383
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.68M +$3.73M +16,816 +96%
KRS
384
Kentucky Retirement Systems
Kentucky
$7.64M -$638K -2,872 -8%
PHK
385
Point72 Hong Kong
Hong Kong
$7.62M +$6.66M +29,987 +723%
IIM
386
Ipswich Investment Management
Massachusetts
$7.53M +$4.88K +22 +0.1%
IC
387
IEQ Capital
California
$7.31M +$539K +2,429 +8%
IMRF
388
Illinois Municipal Retirement Fund
Illinois
$7.3M -$3.12M -14,042 -30%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$7.3M +$499K +2,249 +7%
CM
390
Churchill Management
California
$7.16M -$112K -506 -2%
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$7.14M +$56.4K +254 +0.8%
MSU
392
Mizuho Securities USA
New York
$7.11M -$1.35M -6,100 -16%
NA
393
NewEdge Advisors
Louisiana
$7.05M +$21.3K +96 +0.3%
CCIA
394
Campbell & Co Investment Adviser
Maryland
$7.03M +$4.78M +21,534 +216%
SFI
395
Siemens Fonds Invest
Germany
$7.02M -$28K -126 -0.4%
QCM
396
Quantinno Capital Management
New York
$7.02M +$2.29M +10,298 +49%
HIMCH
397
Hartford Investment Management Co (HIMCO)
Connecticut
$6.96M -$106K -479 -2%
SEC
398
Seven Eight Capital
New York
$6.93M +$2.64M +11,897 +62%
TVWM
399
Tower View Wealth Management
Wisconsin
$6.88M +$30K +135 +0.4%
EGM
400
Engineers Gate Manager
New York
$6.8M +$6.77M +30,488 New

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.