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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
CB
426
Commerce Bank
Missouri
$5.77M -$13.8K -62 -0.2%
CPA
427
Capital Planning Advisors
California
$5.77M +$95.7K +431 +2%
HI
428
Harrington Investments
California
$5.7M -$66.6K -300 -1%
DT
429
Diversified Trust
Tennessee
$5.7M +$444 +2 +0%
BE
430
Bonness Enterprises
District of Columbia
$5.69M
PPW
431
Parcion Private Wealth
Washington
$5.67M +$352K +1,586 +7%
IMCOOI
432
Investment Management Corp of Ontario (IMCO)
Canada
$5.58M +$1.2M +5,400 +28%
IG
433
ING Group
Netherlands
$5.53M -$8.03M -36,157 -59%
FNBOMD
434
First National Bank of Mount Dora
Florida
$5.5M +$234K +1,056 +4%
BWM
435
BNC Wealth Management
Oregon
$5.47M -$102K -461 -2%
UM
436
UniSuper Management
Australia
$5.45M +$82.4K +371 +2%
MGP
437
Metis Global Partners
California
$5.41M +$190K +855 +4%
NMERB
438
New Mexico Educational Retirement Board
New Mexico
$5.39M -$155K -700 -3%
SBWIC
439
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.38M +$139K +626 +3%
BP
440
BNP Paribas
France
$5.37M +$279K +1,257 +6%
A
441
AustralianSuper
Australia
$5.33M +$813K +3,661 +18%
ZB
442
Zions Bancorporation
Utah
$5.28M +$654K +2,946 +14%
RIM
443
Reliant Investment Management
Tennessee
$5.27M -$175K -790 -3%
VPI
444
Value Partners Investments
Manitoba, Canada
$5.19M +$2.36M +10,622 +116%
KeyBank National Association
445
KeyBank National Association
Ohio
$5.15M -$373K -1,681 -7%
P
446
&Partners
Tennessee
$5.15M +$3.18M +14,341 +162%
FDP
447
Financiere des Professionnels
Quebec, Canada
$5.03M -$55K -248 -1%
IAM
448
Impact Asset Management
$4.99M +$4.96M +22,365 New
Focus Partners Wealth
449
Focus Partners Wealth
Massachusetts
$4.98M -$20.4M -91,831 -80%
AM
450
AGF Management
Ontario, Canada
$4.96M +$980K +4,416 +25%

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.