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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
BFG
401
Bleakley Financial Group
New Jersey
$6.73M +$44.2K +199 +0.7%
SF
402
Synovus Financial
Georgia
$6.69M +$194K +873 +3%
NB
403
NBT Bank
New York
$6.57M -$359K -1,619 -5%
CI
404
CX Institutional
Indiana
$6.56M +$1.02M +4,607 +19%
EWA
405
Exencial Wealth Advisors
Oklahoma
$6.56M -$312K -1,404 -5%
ORI
406
Oak Ridge Investments
Illinois
$6.46M +$451K +2,033 +8%
BAM
407
Bell Asset Management
Australia
$6.44M -$3.9M -17,572 -38%
Bessemer Group
408
Bessemer Group
New Jersey
$6.42M +$26K +117 +0.4%
MSRPS
409
Maryland State Retirement & Pension System
Maryland
$6.34M -$2.22M -9,996 -26%
LA
410
Legacy Advisors
Pennsylvania
$6.34M +$142K +640 +2%
MF
411
Magnetar Financial
Illinois
$6.28M +$6.25M +28,155 New
RIM
412
Rakuten Investment Management
Japan
$6.25M +$1.54M +6,933 +33%
SCA
413
Snowden Capital Advisors
New York
$6.21M -$9.1K -41 -0.1%
LSERS
414
Louisiana State Employees Retirement System
Louisiana
$6.18M -$44.4K -200 -0.7%
SIG
415
Stonegate Investment Group
Alabama
$6.14M -$627K -2,823 -9%
SAM
416
Securian Asset Management
Minnesota
$6.07M -$251K -1,133 -4%
BA
417
Bellwether Advisors
Nebraska
$6.06M +$6.03M +27,180 New
AAS
418
Avantax Advisory Services
Texas
$6.06M -$2.56M -11,553 -30%
PD
419
Point72 (DIFC)
United Arab Emirates
$6.06M +$5.46M +24,584 +955%
KCG
420
Kinsale Capital Group
Virginia
$6.02M +$861K +3,880 +17%
FC
421
FORA Capital
Florida
$6.01M -$1.88M -8,489 -24%
CCFCSB
422
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M +$19.8K +89 +0.3%
Vontobel Holding
423
Vontobel Holding
Switzerland
$5.95M -$137K -615 -2%
FNBT
424
FineMark National Bank & Trust
Florida
$5.93M -$13.1K -59 -0.2%
CA
425
Cornerstone Advisors
North Carolina
$5.87M

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.