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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
KeyBank National Association
426
KeyBank National Association
Ohio
$5.17M +$8.97K +45 +0.2%
EDRH
427
Edmond de Rothschild Holding
Switzerland
$5.14M +$4.97M +24,936 New
NMERB
428
New Mexico Educational Retirement Board
New Mexico
$5.12M -$179K -900 -3%
CPA
429
Capital Planning Advisors
California
$5.03M +$249K +1,248 +5%
NA
430
NewEdge Advisors
Louisiana
$5.03M +$402K +2,019 +9%
RIM
431
Reliant Investment Management
Tennessee
$5M +$4.32M +21,685 +831%
EP
432
Edgestream Partners
New Jersey
$4.96M +$4.57M +22,946 +2,032%
PHK
433
Point72 Hong Kong
Hong Kong
$4.94M -$2.07M -10,390 -30%
CI
434
CX Institutional
Indiana
$4.89M +$224K +1,122 +5%
EL
435
Essex LLC
Illinois
$4.88M +$102K +511 +2%
FNBOMD
436
First National Bank of Mount Dora
Florida
$4.87M +$347K +1,739 +8%
CIS
437
Capital International Sarl
California
$4.87M +$203K +1,019 +5%
PPW
438
Parcion Private Wealth
Washington
$4.86M -$16.7K -84 -0.4%
BP
439
BNP Paribas
France
$4.84M +$4.68M +23,496 New
MGP
440
Metis Global Partners
California
$4.82M -$9.77K -49 -0.2%
TI
441
Tidal Investments
Wisconsin
$4.8M +$1.28M +6,443 +38%
Wolverine Trading
442
Wolverine Trading
Illinois
$4.75M +$3.94M +19,765 +596%
FDP
443
Financiere des Professionnels
Quebec, Canada
$4.67M
SBWIC
444
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.6M +$256K +1,286 +6%
KAS
445
Kestra Advisory Services
Texas
$4.6M +$2.39K +12 +0.1%
CC
446
Centiva Capital
New York
$4.55M +$2.91M +14,585 +194%
LI
447
Lafayette Investments
Maryland
$4.55M -$9.96K -50 -0.2%
AWM
448
Axxcess Wealth Management
California
$4.52M +$162K +813 +4%
Carson Wealth (CWM LLC)
449
Carson Wealth (CWM LLC)
Nebraska
$4.41M -$7.77K -39 -0.2%
RCIM
450
Red Cedar Investment Management
Michigan
$4.38M

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.