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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$705M -$31.9M -159,964 -4%
ClearBridge Investments
27
ClearBridge Investments
New York
$690M +$2.93M +14,726 +0.4%
Wells Fargo
28
Wells Fargo
California
$681M +$5.39M +27,024 +0.8%
Lazard Asset Management
29
Lazard Asset Management
New York
$667M -$102M -511,910 -14%
JIM
30
Jensen Investment Management
Oregon
$656M +$47.2M +237,071 +8%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$644M -$24.1M -120,918 -4%
LP
32
Longview Partners
Guernsey
$620M -$16.6M -83,390 -3%
Primecap Management
33
Primecap Management
California
$594M -$4.93M -24,733 -0.9%
Deutsche Bank
34
Deutsche Bank
Germany
$583M -$127M -635,760 -18%
NLI
35
Nippon Life Insurance
Japan
$540M
Charles Schwab
36
Charles Schwab
California
$540M +$8.04M +40,337 +2%
Invesco
37
Invesco
Georgia
$492M +$62.8M +314,918 +15%
Barclays
38
Barclays
United Kingdom
$489M +$143M +718,316 +43%
Capital Research Global Investors
39
Capital Research Global Investors
California
$466M +$24.2M +121,260 +6%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$441M +$2.57M +12,918 +0.6%
AIM
41
Alphinity Investment Management
Australia
$405M -$19.4M -97,180 -5%
BG
42
Bahl & Gaynor
Ohio
$384M -$5.09M -25,544 -1%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$384M +$3.25M +16,284 +0.9%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$368M +$12.7M +63,752 +4%
MBI
45
Montrusco Bolton Investments
Quebec, Canada
$345M +$46.5M +233,088 +16%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$320M +$11.3M +56,922 +4%
Amundi
47
Amundi
France
$319M -$122M -610,568 -28%
Impax Asset Management Group
48
Impax Asset Management Group
United Kingdom
$309M +$23.7M +118,927 +9%
Swiss National Bank
49
Swiss National Bank
Switzerland
$304M -$13.6M -68,000 -4%
MIM
50
Meridiem Investment Management
United Kingdom
$289M +$34.3K +172 +0%

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.