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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
KA
501
Kintegral Advisory
New York
$3.62M -$47.1K -212 -1%
FCBT
502
First Citizens Bank & Trust
North Carolina
$3.6M -$127K -574 -3%
AG
503
Ascent Group
Virginia
$3.53M -$139K -624 -4%
SIA
504
Strategic Investment Advisors
Michigan
$3.53M +$114K +514 +3%
CL
505
Choreo LLC
Illinois
$3.51M +$7.1K +32 +0.2%
NIC
506
Northwest Investment Counselors
Oregon
$3.5M -$4.22K -19 -0.1%
NMIMC
507
Northwestern Mutual Investment Management Company
Wisconsin
$3.48M -$20.9K -94 -0.6%
YIH
508
Y-Intercept (HK)
Hong Kong
$3.47M +$1.13M +5,112 +49%
AG
509
Algert Global
California
$3.35M +$3.34M +15,029 New
LA
510
Lindenwold Advisors
Pennsylvania
$3.34M +$34.9K +157 +1%
Assenagon Asset Management
511
Assenagon Asset Management
Luxembourg
$3.33M -$151M -678,146 -98%
KWM
512
Kingsview Wealth Management
Oregon
$3.33M +$226K +1,017 +7%
OIA
513
OneDigital Investment Advisors
Kansas
$3.33M -$279K -1,256 -8%
GAM
514
Gotham Asset Management
New York
$3.32M +$277K +1,249 +9%
ETC
515
Exchange Traded Concepts
Oklahoma
$3.28M +$1.62M +7,308 +99%
SDIC
516
South Dakota Investment Council
South Dakota
$3.27M
KRSITF
517
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.25M -$296K -1,332 -8%
SICM
518
Sustainable Insight Capital Management
New York
$3.24M -$457K -2,058 -12%
P
519
Pitcairn
Pennsylvania
$3.24M -$577K -2,601 -15%
AWM
520
Accurate Wealth Management
Florida
$3.24M -$67.3K -303 -2%
CW
521
CreativeOne Wealth
Kansas
$3.18M +$249K +1,123 +9%
A
522
AlphaQuest
New York
$3.16M +$3.11M +14,005 +7,868%
NSEDCP
523
NJ State Employees Deferred Compensation Plan
New Jersey
$3.15M
PAG
524
Private Advisor Group
New Jersey
$3.14M -$208K -937 -6%
SLI
525
Sumitomo Life Insurance
Japan
$3.14M +$47.5K +214 +2%

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.