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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
SFA
476
Souders Financial Advisors
Ohio
$4.13M -$11.1K -50 -0.3%
AF
477
Aviso Financial
Ontario, Canada
$4.12M +$947K +4,268 +30%
AF
478
Alerus Financial
North Dakota
$4.09M -$212K -957 -5%
MCB
479
Morton Community Bank
Illinois
$4.09M -$12.2K -55 -0.3%
CWP
480
Cyndeo Wealth Partners
Florida
$4.06M -$1.76M -7,949 -30%
OAM
481
Occidental Asset Management
California
$3.97M +$134K +602 +3%
Walleye Capital
482
Walleye Capital
New York
$3.95M -$5.92M -26,671 -60%
VIM
483
Vinva Investment Management
Australia
$3.95M -$486K -2,190 -11%
PCG
484
Prosperity Consulting Group
Maryland
$3.92M +$3.43M +15,461 +728%
AFG
485
Argent Financial Group
Louisiana
$3.92M +$3.9M +17,556 New
RCIM
486
Red Cedar Investment Management
Michigan
$3.91M
MBTD
487
Mechanics Bank - Trust Department
California
$3.89M -$58.6K -264 -1%
ECM
488
ExodusPoint Capital Management
New York
$3.85M +$165K +744 +5%
HFS
489
Hantz Financial Services
Michigan
$3.85M +$115K +516 +3%
BCM
490
Becker Capital Management
Oregon
$3.85M -$171K -770 -4%
WIA
491
World Investment Advisors
California
$3.84M +$879K +3,962 +30%
AG
492
AIA Group
Hong Kong
$3.84M +$3.82M +17,200 New
EP
493
Edgestream Partners
New Jersey
$3.82M +$3.28M +14,768 +632%
EF
494
Empirical Finance
Pennsylvania
$3.82M +$80.8K +364 +2%
OAC
495
OMERS Administration Corp
Ontario, Canada
$3.81M
BBVA
496
Banco Bilbao Vizcaya Argentaria
Spain
$3.77M +$149K +673 +4%
NW
497
NewEdge Wealth
Pennsylvania
$3.77M +$107K +481 +3%
FTDI
498
First Trust Direct Indexing
Massachusetts
$3.76M +$857K +3,863 +30%
IP
499
Interval Partners
New York
$3.71M -$6.61M -29,787 -64%
Federated Hermes
500
Federated Hermes
Pennsylvania
$3.63M -$2.9M -13,060 -45%

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.