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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
AT
451
American Trust
Kentucky
$4.95M -$884K -3,983 -15%
Carson Wealth (CWM LLC)
452
Carson Wealth (CWM LLC)
Nebraska
$4.92M +$116K +523 +2%
EL
453
Essex LLC
Illinois
$4.91M -$263K -1,184 -5%
AWM
454
Axxcess Wealth Management
California
$4.85M -$45.5K -205 -0.9%
BEI
455
Benjamin Edwards Inc
Missouri
$4.81M +$3.92M +17,670 +453%
SAM
456
Sompo Asset Management
Japan
$4.74M +$351K +1,580 +8%
DTL
457
Dynamic Technology Lab
Singapore
$4.7M +$3.4M +15,331 +268%
CI
458
Capital International
California
$4.68M +$908K +4,091 +24%
NIM
459
NEOS Investment Management
Connecticut
$4.6M +$901K +4,060 +25%
CI
460
Conning Inc
Connecticut
$4.59M -$257K -1,160 -5%
TPM
461
Triasima Portfolio Management
Quebec, Canada
$4.57M +$14.7K +66 +0.3%
EOJOAM
462
E. Ohman J:or Asset Management
Sweden
$4.49M -$255K -1,150 -5%
LI
463
Lafayette Investments
Maryland
$4.48M -$433K -1,950 -9%
RC
464
RBF Capital
California
$4.46M
BHCM
465
Brevan Howard Capital Management
Jersey
$4.44M -$570K -2,567 -11%
KAS
466
Kestra Advisory Services
Texas
$4.39M -$1M -4,514 -19%
NB
467
Norinchukin Bank
Japan
$4.37M +$541K +2,436 +14%
TRCT
468
Tower Research Capital (TRC)
New York
$4.36M +$281K +1,264 +7%
ATC
469
Argent Trust Co
Tennessee
$4.36M +$33.3K +150 +0.8%
GI
470
GAMCO Investors
Connecticut
$4.34M -$233K -1,050 -5%
TCA
471
Transcend Capital Advisors
New Jersey
$4.31M +$430K +1,938 +11%
PIM
472
Plato Investment Management
Australia
$4.28M +$617K +2,781 +17%
BTI
473
Blue Trust Inc
Georgia
$4.23M +$580K +2,611 +15%
FBT
474
First Bankers Trust
Kentucky
$4.19M -$34.4K -155 -0.8%
SEM
475
Suncoast Equity Management
Florida
$4.19M +$1.06M +4,755 +34%

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.