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MRSH

Marsh

1,573 hedge funds and large institutions have $94.5B invested in Marsh in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 641 increasing their positions, 497 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 108

29% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 497

3% more funds holding

Funds holding: 1,5251,573 (+48)

1.75% more ownership

Funds ownership: 88.54%90.28% (+1.7%)

2% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

3% less capital invested

Capital invested by funds: $97B → $94.5B (-$2.51B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,573
Holders Change
+48
Holders Change %
+3.15%
% of All Funds
20.72%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
189
Increased
641
Reduced
497
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
426
Vontobel Holding
Switzerland
$6.03M +$376K +1,697 +6%
CPA
427
Capital Planning Advisors
California
$6.03M +$562K +2,532 +10%
Focus Partners Wealth
428
Focus Partners Wealth
Massachusetts
$6.02M +$1.33M +5,990 +27%
EWA
429
Exencial Wealth Advisors
Oklahoma
$5.99M -$269K -1,211 -4%
LA
430
Legacy Advisors
Pennsylvania
$5.98M -$58.1K -262 -0.9%
AAM
431
Advisors Asset Management
Colorado
$5.96M -$1.54M -6,957 -20%
CCFCSB
432
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M
SCM
433
Sone Capital Management
New York
$5.95M +$6.21M +28,008 New
CSP
434
Cary Street Partners
Virginia
$5.93M +$6.2M +27,930 New
CSS
435
Cubist Systematic Strategies
Connecticut
$5.84M -$10.7M -48,438 -64%
BCM
436
Bancreek Capital Management
California
$5.82M -$2.73M -12,312 -31%
SCA
437
Snowden Capital Advisors
New York
$5.7M -$223K -1,003 -4%
NIM
438
NEOS Investment Management
Connecticut
$5.7M +$1.38M +6,216 +30%
MSRPS
439
Maryland State Retirement & Pension System
Maryland
$5.63M -$423K -1,907 -7%
FNBT
440
FineMark National Bank & Trust
Florida
$5.62M -$34.4K -155 -0.6%
LSERS
441
Louisiana State Employees Retirement System
Louisiana
$5.61M -$288K -1,300 -5%
SAM
442
Securian Asset Management
Minnesota
$5.61M -$178K -803 -3%
CA
443
Cornerstone Advisors
North Carolina
$5.59M
CFO
444
Callan Family Office
Pennsylvania
$5.55M +$5.45M +24,570 +1,563%
PPW
445
Parcion Private Wealth
Washington
$5.51M +$116K +521 +2%
DT
446
Diversified Trust
Tennessee
$5.45M +$25.3K +114 +0.4%
BE
447
Bonness Enterprises
District of Columbia
$5.42M
CB
448
Commerce Bank
Missouri
$5.41M -$89.8K -405 -2%
SBWIC
449
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.4M +$289K +1,302 +5%
TPM
450
Triasima Portfolio Management
Quebec, Canada
$5.38M +$1.07M +4,837 +24%

MRSH Hedge Fund Activity: Q4 2024 in Review

1,573 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2024, worth a combined $94.5B — down 2.6% from $97B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new MRSH positions and 108 closed out — a net gain of 81 holders — while 641 added to existing stakes and 497 trimmed.

The largest buyer was Stifel Financial, adding an estimated $418M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $451M.

  • 1,573 institutional investors held Marsh (MRSH) as of Q4 2024, up from 1,525 in Q3 2024.
  • Funds reported $94.5B of Marsh stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 189 funds opened new Marsh positions in Q4 2024 and 108 closed out, a net change of +81 holders.
  • The largest Marsh buyer in Q4 2024 was Stifel Financial, an estimated $418M added.
  • The largest Marsh seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.