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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
IA
551
Icon Advisers
Colorado
$2.34M
Two Sigma Advisers
552
Two Sigma Advisers
New York
$2.33M -$1.4M -7,000 -38%
UM
553
UniSuper Management
Australia
$2.31M +$1.45M +7,258 +184%
HCM
554
Howland Capital Management
Massachusetts
$2.31M -$39.9K -200 -2%
HAG
555
HighPoint Advisor Group
Illinois
$2.29M -$121K -606 -5%
TG
556
TCW Group
California
$2.28M -$229K -1,147 -9%
HI
557
Horizon Investments
North Carolina
$2.28M +$33.7K +169 +2%
TIAA Trust, National Association
558
TIAA Trust, National Association
North Carolina
$2.27M -$61K -306 -3%
IGAM
559
iA Global Asset Management
Quebec, Canada
$2.23M -$150K -751 -6%
TAIM
560
Te Ahumairangi Investment Management
New Zealand
$2.22M -$152K -765 -7%
BJL
561
Brighton Jones LLC
Washington
$2.2M +$253K +1,268 +13%
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$2.2M -$9.17K -46 -0.4%
GP
563
Girard Partners
Pennsylvania
$2.18M -$72.7K -365 -3%
RJT
564
Raymond James Trust
Florida
$2.18M +$88.3K +443 +4%
LFG
565
Larson Financial Group
Missouri
$2.18M +$146K +732 +7%
MUAMU
566
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.16M
DWA
567
Delap Wealth Advisory
Oregon
$2.16M -$1.79M -8,972 -46%
TA
568
TKG Advisors
Indiana
$2.15M +$2.08M +10,445 New
FTDI
569
First Trust Direct Indexing
Massachusetts
$2.11M +$147K +739 +8%
VVP
570
Venture Visionary Partners
Ohio
$2.1M -$14.2K -71 -0.7%
FRA
571
Front Row Advisors
California
$2.1M +$25.7K +129 +1%
KPWS
572
Kestra Private Wealth Services
Texas
$2.07M +$102K +510 +5%
CK
573
Cohen Klingenstein
New York
$2.06M
HBT
574
Hills Bank & Trust
Iowa
$2.05M -$22.1K -111 -1%
GT
575
Greenleaf Trust
Michigan
$2.04M +$28.5K +143 +1%

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.