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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
Credit Agricole
401
Credit Agricole
France
$6.06M +$3.18M +15,937 +113%
SCM
402
Shelton Capital Management
Colorado
$6.05M +$1M +5,038 +21%
OQS
403
Occudo Quantitative Strategies
Florida
$6.01M +$934K +4,685 +19%
FC
404
FORA Capital
Florida
$6M -$1,000K -5,017 -15%
SAM
405
Securian Asset Management
Minnesota
$5.97M -$438K -2,200 -7%
LSERS
406
Louisiana State Employees Retirement System
Louisiana
$5.89M -$239K -1,200 -4%
IC
407
IEQ Capital
California
$5.86M +$372K +1,869 +7%
SCA
408
Snowden Capital Advisors
New York
$5.86M -$303K -1,522 -5%
HF
409
HRT Financial
New York
$5.83M +$5.64M +28,304 New
SF
410
Synovus Financial
Georgia
$5.8M +$33.3K +167 +0.6%
AT
411
American Trust
Kentucky
$5.71M +$107K +536 +2%
CA
412
Cornerstone Advisors
North Carolina
$5.71M
KA
413
Kintegral Advisory
New York
$5.65M -$16.9K -85 -0.3%
CCFCSB
414
Cape Cod Five Cents Savings Bank
Massachusetts
$5.56M -$10.4K -52 -0.2%
HI
415
Harrington Investments
California
$5.48M +$4.38K +22 +0.1%
Bessemer Group
416
Bessemer Group
New Jersey
$5.45M +$2.75M +13,797 +109%
FNBT
417
FineMark National Bank & Trust
Florida
$5.42M +$173K +869 +3%
CB
418
Commerce Bank
Missouri
$5.34M +$88.7K +445 +2%
LA
419
Legacy Advisors
Pennsylvania
$5.33M -$384K -1,925 -7%
CWP
420
Cyndeo Wealth Partners
Florida
$5.28M +$16.5K +83 +0.3%
BWM
421
BNC Wealth Management
Oregon
$5.25M -$155K -779 -3%
BE
422
Bonness Enterprises
District of Columbia
$5.25M
ORI
423
Oak Ridge Investments
Illinois
$5.25M +$177K +887 +4%
Walleye Trading
424
Walleye Trading
New York
$5.21M -$4.1M -20,560 -45%
ZB
425
Zions Bancorporation
Utah
$5.2M -$521K -2,615 -9%

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.