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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
DBIA
576
Dumont & Blake Investment Advisors
New Jersey
$2.03M +$13.6K +68 +0.7%
VRM
577
Vectors Research Management
New York
$2.03M -$106K -530 -5%
MWM
578
Mission Wealth Management
California
$2.01M +$16.9K +85 +0.9%
CCG
579
Chatham Capital Group
Georgia
$2M
TAM
580
Tealwood Asset Management
Minnesota
$1.99M -$2.19K -11 -0.1%
ETC
581
Exchange Traded Concepts
Oklahoma
$1.99M +$1.69M +8,479 +723%
EBT
582
Enterprise Bank & Trust
Massachusetts
$1.98M -$78.3K -393 -4%
GC
583
Grimes & Company
Massachusetts
$1.95M -$6.58K -33 -0.3%
CC
584
Courier Capital
New York
$1.94M -$43K -216 -2%
BHPW
585
Beverly Hills Private Wealth
California
$1.91M -$124K -622 -6%
VT
586
Vise Technologies
New York
$1.9M +$53.6K +269 +3%
MGIA
587
Moneta Group Investment Advisors
Missouri
$1.89M -$8.97K -45 -0.5%
NRD
588
Nebula Research & Development
New York
$1.89M +$1.83M +9,182 New
HWM
589
HB Wealth Management
Georgia
$1.89M +$215K +1,079 +13%
LSA
590
L & S Advisors
California
$1.89M -$651K -3,265 -26%
MYAM
591
Meiji Yasuda Asset Management
Japan
$1.88M -$2.26M -11,332 -55%
CCM
592
Coldstream Capital Management
Washington
$1.87M +$173K +869 +11%
BAM
593
Belpointe Asset Management
Nevada
$1.86M -$106K -531 -6%
PS
594
Pensionfund Sabic
Netherlands
$1.85M -$140K -700 -7%
CSIC
595
Clifford Swan Investment Counsel
California
$1.85M -$19.9K -100 -1%
S
596
SignatureFD
Georgia
$1.85M -$49K -246 -3%
CSPAM
597
Cary Street Partners Asset Management
Virginia
$1.84M -$797 -4 -0%
RWM
598
Ritholtz Wealth Management
New York
$1.83M +$117K +588 +7%
CA
599
Cetera Advisors
Colorado
$1.83M +$613K +3,074 +53%
WAP
600
Wealthcare Advisory Partners
Pennsylvania
$1.82M +$19.1K +96 +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.