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MRSH

Marsh
MRSH

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 21 → 25 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,442 → 1,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78% → 88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$352M
2
Amundi
Amundi
France
+$252M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$215M
4
UBS AM
UBS AM
Illinois
+$161M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$140M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$572M
2
Capital International Investors
Capital International Investors
California
-$338M
3
JP Morgan Chase
JP Morgan Chase
New York
-$172M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$171M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$155M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
526
Quadrature Capital
United Kingdom
$2.86M +$2.79M +13,594 New
HIC
527
Hartline Investment Corp
Illinois
$2.86M +$2.79M +13,582 New
MMA
528
Miracle Mile Advisors
California
$2.85M -$14.2K -69 -0.5%
BIP
529
Bouvel Investment Partners
Pennsylvania
$2.82M -$6.37K -31 -0.2%
GSC
530
G&S Capital
Colorado
$2.81M -$101K -493 -4%
WIA
531
World Investment Advisors
California
$2.79M +$1.63M +7,935 +149%
EF
532
Empowered Funds
Pennsylvania
$2.79M +$291K +1,416 +12%
CW
533
CreativeOne Wealth
Kansas
$2.77M -$82.2K -400 -3%
VSQM
534
V-Square Quantitative Management
Illinois
$2.74M +$34.3K +167 +1%
FTDI
535
First Trust Direct Indexing
Massachusetts
$2.74M +$561K +2,731 +27%
KB
536
Kimelman & Baird
New York
$2.72M +$2.65M +12,895 New
BLC
537
Brown, Lisle/Cummings
Rhode Island
$2.7M -$6.16K -30 -0.2%
DWM
538
Dynasty Wealth Management
Florida
$2.69M +$74.2K +361 +3%
PTC
539
Private Trust Company
Ohio
$2.68M -$2.46K -12 -0.1%
HSA
540
HBK Sorce Advisory
Pennsylvania
$2.67M -$21K -102 -0.8%
CG
541
Caprock Group
Idaho
$2.66M +$1.46M +7,113 +129%
VF
542
Virtu Financial
New York
$2.65M +$2.59M +12,589 New
IWA
543
Icon Wealth Advisors
Texas
$2.62M -$52K -253 -2%
SF
544
Summit Financial
New Jersey
$2.61M +$1.07M +5,206 +72%
BF
545
BOK Financial
Oklahoma
$2.61M +$2.46K +12 +0.1%
VA
546
Vident Advisory
Georgia
$2.61M -$3.63M -17,668 -59%
HWM
547
HB Wealth Management
Georgia
$2.56M +$619K +3,011 +33%
PGCM
548
Prescott Group Capital Management
Oklahoma
$2.54M – – –
MFG
549
Merit Financial Group
Georgia
$2.51M -$349K -1,697 -12%
VAS
550
Vestmark Advisory Solutions
Massachusetts
$2.49M -$23.2K -113 -0.9%
20 21
22
23 24

MRSH Hedge Fund Activity: Q2 2024 in Review

1,470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2024, worth a combined $92.2B — up 2.6% from $89.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new MRSH positions and 72 closed out — a net gain of 47 holders — while 592 added to existing stakes and 517 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $352M. The largest seller was Wellington Management Group, cutting an estimated $572M.

  • 1,470 institutional investors held Marsh (MRSH) as of Q2 2024, up from 1,442 in Q1 2024.
  • Funds reported $92.2B of Marsh stock for Q2 2024, up 2.6% quarter-over-quarter.
  • 119 funds opened new Marsh positions in Q2 2024 and 72 closed out, a net change of +47 holders.
  • The largest Marsh buyer in Q2 2024 was Fidelity Investments, an estimated $352M added.
  • The largest Marsh seller in Q2 2024 was Wellington Management Group, an estimated $572M sold.

Based on aggregated 13F filings for Q2 2024.