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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
SF
551
Summit Financial
New Jersey
$2.82M +$56.8K +256 +2%
HWM
552
HB Wealth Management
Georgia
$2.82M +$104K +467 +4%
IWA
553
Icon Wealth Advisors
Texas
$2.82M +$195K +878 +7%
O
554
Ossiam
France
$2.81M -$86.2M -388,368 -97%
SM
555
Sciencast Management
New Jersey
$2.79M +$278K +1,254 +11%
PAS
556
Park Avenue Securities
New York
$2.79M -$261K -1,178 -9%
PTC
557
Private Trust Company
Ohio
$2.79M -$42.8K -193 -2%
Cambridge Investment Research Advisors
558
Cambridge Investment Research Advisors
Iowa
$2.76M +$387K +1,742 +16%
HSA
559
HBK Sorce Advisory
Pennsylvania
$2.76M -$65.9K -297 -2%
BF
560
BOK Financial
Oklahoma
$2.71M -$40.4K -182 -1%
PGCM
561
Prescott Group Capital Management
Oklahoma
$2.69M
First Manhattan
562
First Manhattan
New York
$2.66M +$188K +848 +8%
SWM
563
Spire Wealth Management
Virginia
$2.64M +$1.87M +8,446 +249%
LFG
564
Larson Financial Group
Missouri
$2.61M +$130K +585 +5%
VAS
565
Vestmark Advisory Solutions
Massachusetts
$2.6M -$38.2K -172 -1%
CCM
566
Coldstream Capital Management
Washington
$2.57M +$216K +971 +9%
LOAMS
567
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.54M +$2.53M +11,405 New
USAA
568
United Services Automobile Association
Texas
$2.52M -$627K -2,826 -20%
HI
569
Horizon Investments
North Carolina
$2.51M -$4.88K -22 -0.2%
TG
570
TCW Group
California
$2.5M -$35.1K -158 -1%
CIBC World Market
571
CIBC World Market
Ontario, Canada
$2.47M -$17.7M -79,691 -88%
HCM
572
Howland Capital Management
Massachusetts
$2.44M -$29.1K -131 -1%
TIAA Trust, National Association
573
TIAA Trust, National Association
North Carolina
$2.42M -$16.6K -75 -0.7%
MYAM
574
Meiji Yasuda Asset Management
Japan
$2.4M -$19.1K -86 -0.8%
RFC
575
Regions Financial Corp
Alabama
$2.36M -$106K -479 -4%

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.