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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$717M -$20.8M -93,595 -3%
ClearBridge Investments
27
ClearBridge Investments
New York
$703M -$57.7M -260,123 -8%
Lazard Asset Management
28
Lazard Asset Management
New York
$682M -$12.6M -56,901 -2%
JIM
29
Jensen Investment Management
Oregon
$681M -$38.9M -175,427 -5%
Deutsche Bank
30
Deutsche Bank
Germany
$660M -$110M -497,699 -14%
Primecap Management
31
Primecap Management
California
$640M -$660K -2,975 -0.1%
Charles Schwab
32
Charles Schwab
California
$603M +$6.74M +30,367 +1%
LP
33
Longview Partners
Guernsey
$595M +$3.15M +14,206 +0.5%
NLI
34
Nippon Life Insurance
Japan
$585M
Invesco
35
Invesco
Georgia
$573M +$27.2M +122,639 +5%
AIM
36
Alphinity Investment Management
Australia
$561M +$8.65M +38,949 +2%
Capital Research Global Investors
37
Capital Research Global Investors
California
$537M -$59.6M -268,315 -10%
Amundi
38
Amundi
France
$504M -$124M -559,803 -20%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$502M -$27M -121,568 -5%
Barclays
40
Barclays
United Kingdom
$499M -$2.27M -10,242 -0.5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$488M +$36M +162,342 +8%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$484M -$4.13M -18,600 -0.8%
T. Rowe Price Investment Management
43
T. Rowe Price Investment Management
Maryland
$462M -$442M -1,990,034 -49%
AC
44
AKO Capital
United Kingdom
$440M +$108M +486,253 +33%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$437M -$4.83M -21,741 -1%
BG
46
Bahl & Gaynor
Ohio
$430M +$19.2M +86,639 +5%
Impax Asset Management Group
47
Impax Asset Management Group
United Kingdom
$403M +$21.2M +95,540 +6%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$372M +$113M +509,952 +44%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$368M +$4.33M +19,520 +1%
Swiss National Bank
50
Swiss National Bank
Switzerland
$327M +$2.04M +9,200 +0.6%

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.