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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
A
451
AustralianSuper
Australia
$5.38M +$316K +1,424 +6%
TI
452
Tidal Investments
Wisconsin
$5.37M +$2.72M +12,269 +94%
HI
453
Harrington Investments
California
$5.36M -$68.6K -309 -1%
SIG
454
Stonegate Investment Group
Alabama
$5.35M -$520K -2,344 -9%
VPI
455
Value Partners Investments
Manitoba, Canada
$5.35M +$205K +924 +5%
RIM
456
Reliant Investment Management
Tennessee
$5.3M +$293K +1,320 +6%
FNBOMD
457
First National Bank of Mount Dora
Florida
$5.28M +$46.8K +211 +0.9%
VIM
458
Vinva Investment Management
Australia
$5.22M +$1.55M +6,997 +40%
BWM
459
BNC Wealth Management
Oregon
$5.2M -$15.1K -68 -0.3%
SICM
460
Sustainable Insight Capital Management
New York
$5.14M +$2.14M +9,648 +66%
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$5.12M +$456K +2,055 +9%
CC
462
Centiva Capital
New York
$5.06M +$3.35M +15,114 +174%
BA
463
Bellwether Advisors
Nebraska
$5.04M -$766K -3,452 -13%
CI
464
Capital International
California
$5.02M +$587K +2,647 +13%
MYIA
465
Mount Yale Investment Advisors
Colorado
$5M +$3.4M +15,334 +187%
NMERB
466
New Mexico Educational Retirement Board
New Mexico
$4.98M -$155K -700 -3%
SSA
467
Schonfeld Strategic Advisors
New York
$4.98M -$9.83M -44,309 -65%
Jane Street
468
Jane Street
New York
$4.97M -$5.5M -24,779 -51%
KeyBank National Association
469
KeyBank National Association
Ohio
$4.88M -$28.8K -130 -0.6%
PHK
470
Point72 Hong Kong
Hong Kong
$4.84M -$2.52M -11,337 -33%
EOJOAM
471
E. Ohman J:or Asset Management
Sweden
$4.73M +$475K +2,140 +11%
BEI
472
Benjamin Edwards Inc
Missouri
$4.72M +$143K +646 +3%
IG
473
ING Group
Netherlands
$4.71M -$574K -2,589 -10%
AF
474
Aviso Financial
Ontario, Canada
$4.71M +$829K +3,738 +20%
FDP
475
Financiere des Professionnels
Quebec, Canada
$4.7M -$87.4K -394 -2%

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.