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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
PAS
526
Park Avenue Securities
New York
$2.74M +$64.2K +322 +2%
RIM
527
Rakuten Investment Management
Japan
$2.73M +$2.4M +12,019 +985%
MFG
528
Merit Financial Group
Georgia
$2.71M +$1.29M +6,486 +91%
AG
529
Ascent Group
Virginia
$2.69M -$602K -3,022 -19%
WIA
530
World Investment Advisors
California
$2.66M -$1.49M -7,495 -58%
VSQM
531
V-Square Quantitative Management
Illinois
$2.65M +$406K +2,037 +19%
BLC
532
Brown, Lisle/Cummings
Rhode Island
$2.64M +$137K +686 +6%
HSA
533
HBK Sorce Advisory
Pennsylvania
$2.63M -$18.3K -92 -0.7%
FA
534
FDx Advisors
Illinois
$2.63M -$1.15M -5,784 -31%
PTC
535
Private Trust Company
Ohio
$2.62M -$12K -60 -0.5%
DWM
536
Dynasty Wealth Management
Florida
$2.56M +$2.48M +12,423 New
PP
537
Pegasus Partners
Wisconsin
$2.56M +$77.5K +389 +3%
BF
538
BOK Financial
Oklahoma
$2.52M -$987K -4,952 -29%
MCM
539
MAI Capital Management
Ohio
$2.49M +$142K +713 +6%
PGCM
540
Prescott Group Capital Management
Oklahoma
$2.48M +$399K +2,000 +20%
IWA
541
Icon Wealth Advisors
Texas
$2.47M -$252K -1,266 -10%
KJHP
542
K.J. Harrison & Partners
Ontario, Canada
$2.47M +$2.39M +12,000 New
VAS
543
Vestmark Advisory Solutions
Massachusetts
$2.46M -$22.7K -114 -0.9%
EF
544
Empowered Funds
Pennsylvania
$2.43M +$262K +1,315 +13%
HT
545
Heritage Trust
Oklahoma
$2.42M -$75.5K -379 -3%
Cambridge Investment Research Advisors
546
Cambridge Investment Research Advisors
Iowa
$2.42M +$410K +2,055 +21%
CIBC World Market
547
CIBC World Market
Ontario, Canada
$2.41M -$55.4K -278 -2%
CAAS
548
Capital Asset Advisory Services
Michigan
$2.39M +$175K +878 +8%
TMAM
549
Tokio Marine Asset Management
Japan
$2.39M +$175K +878 +8%
NIM
550
NEOS Investment Management
Connecticut
$2.38M +$914K +4,584 +66%

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.