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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
UHC
526
Union Heritage Capital
Michigan
$3.14M
VSQM
527
V-Square Quantitative Management
Illinois
$3.13M +$224K +1,010 +8%
EF
528
Empowered Funds
Pennsylvania
$3.11M +$159K +717 +5%
LA
529
LBP AM
France
$3.11M +$3.09M +13,924 New
UCFA
530
United Capital Financial Advisors
Texas
$3.11M +$71.3K +321 +2%
RWA
531
River Wealth Advisors
Pennsylvania
$3.1M -$46.4K -209 -1%
HIC
532
Hartline Investment Corp
Illinois
$3.07M +$40.2K +181 +1%
FCH
533
Freestone Capital Holdings
Washington
$3.07M +$7.55K +34 +0.2%
VA
534
Vident Advisory
Georgia
$3.07M +$301K +1,355 +11%
BIP
535
Bouvel Investment Partners
Pennsylvania
$3.01M +$18.2K +82 +0.6%
BPA
536
Beacon Pointe Advisors
California
$3M -$468K -2,110 -14%
MMA
537
Miracle Mile Advisors
California
$2.98M -$36.8K -166 -1%
CG
538
Caprock Group
Idaho
$2.96M +$144K +649 +5%
WF
539
Welch & Forbes
Massachusetts
$2.94M -$300K -1,350 -9%
CA
540
Commerzbank Aktiengesellschaft
Germany
$2.93M +$2.48M +11,172 +564%
MNBTD
541
Moody National Bank Trust Division
Texas
$2.91M -$329K -1,484 -10%
TI
542
Tidal Investments
Wisconsin
$2.9M +$424K +1,911 +17%
GSC
543
G&S Capital
Colorado
$2.89M +$28.4K +128 +1%
DWM
544
Dynasty Wealth Management
Florida
$2.89M +$40.6K +183 +1%
TMAM
545
Tokio Marine Asset Management
Japan
$2.89M +$255K +1,147 +10%
KB
546
Kimelman & Baird
New York
$2.88M
FT
547
Fiduciary Trust
Massachusetts
$2.87M +$944K +4,253 +49%
Two Sigma Advisers
548
Two Sigma Advisers
New York
$2.86M -$1.02M -4,600 -26%
BLC
549
Brown, Lisle/Cummings
Rhode Island
$2.85M -$1.55K -7 -0.1%
VF
550
Virtu Financial
New York
$2.85M +$37.1K +167 +1%

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.