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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
QT
476
Quantbot Technologies
New York
$3.52M +$1.24M +6,236 +58%
DTL
477
Dynamic Technology Lab
Singapore
$3.5M +$3.39M +17,008 New
Nomura Holdings
478
Nomura Holdings
Japan
$3.5M +$1.4M +7,037 +71%
NB
479
Norinchukin Bank
Japan
$3.49M -$53K -266 -2%
AM
480
AGF Management
Ontario, Canada
$3.45M +$228K +1,146 +7%
HFS
481
Hantz Financial Services
Michigan
$3.44M -$146K -735 -4%
QIM
482
Quantitative Investment Management
Virginia
$3.43M +$1.27M +6,391 +62%
IMCOOI
483
Investment Management Corp of Ontario (IMCO)
Canada
$3.42M -$1.33M -6,670 -29%
DT
484
Diversified Trust
Tennessee
$3.37M -$70.6K -354 -2%
OAM
485
Occidental Asset Management
California
$3.36M +$195K +980 +6%
FCBT
486
First Citizens Bank & Trust
North Carolina
$3.35M +$2.85M +14,305 +733%
KRSITF
487
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.34M -$265K -1,330 -8%
NW
488
NewEdge Wealth
Pennsylvania
$3.34M +$35.3K +177 +1%
PIM
489
Plato Investment Management
Australia
$3.33M +$2.87M +14,423 +827%
NIC
490
Northwest Investment Counselors
Oregon
$3.27M -$31.5K -158 -1%
RFC
491
Regions Financial Corp
Alabama
$3.25M +$42.3K +212 +1%
QCM
492
Quantinno Capital Management
New York
$3.25M +$107K +536 +4%
SIA
493
Strategic Investment Advisors
Michigan
$3.24M -$9.37K -47 -0.3%
BPA
494
Beacon Pointe Advisors
California
$3.22M +$65K +326 +2%
NMIMC
495
Northwestern Mutual Investment Management Company
Wisconsin
$3.22M +$996 +5 +0%
P
496
Pitcairn
Pennsylvania
$3.16M +$97.5K +489 +3%
USAA
497
United Services Automobile Association
Texas
$3.13M +$46.8K +235 +2%
BTI
498
Blue Trust Inc
Georgia
$3.12M -$132K -661 -4%
BBVA
499
Banco Bilbao Vizcaya Argentaria
Spain
$3.08M -$15.8M -79,436 -84%
LA
500
Lindenwold Advisors
Pennsylvania
$3.07M -$35.1K -176 -1%

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.