We are live on ! Find out more
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
TA
576
TKG Advisors
Indiana
$2.35M +$56.8K +256 +2%
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$2.34M -$15.3K -69 -0.7%
MUAMU
578
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.34M
TAIM
579
Te Ahumairangi Investment Management
New Zealand
$2.33M +$79.9K +360 +4%
HAG
580
HighPoint Advisor Group
Illinois
$2.3M -$72.1K -325 -3%
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$2.29M +$61.3K +276 +3%
OBAM
582
ODDO BHF Asset Management
France
$2.29M +$2.28M +10,281 New
EWM
583
Evercore Wealth Management
New York
$2.29M +$47.1K +212 +2%
GT
584
Greenleaf Trust
Michigan
$2.29M +$23.1K +104 +1%
TC
585
TownSquare Capital
Utah
$2.26M +$785K +3,535 +54%
CAAS
586
Capital Asset Advisory Services
Michigan
$2.25M -$41.5K -187 -2%
KPWS
587
Kestra Private Wealth Services
Texas
$2.24M +$76.1K +343 +4%
CC
588
Courier Capital
New York
$2.23M +$214K +965 +11%
CK
589
Cohen Klingenstein
New York
$2.23M
AC
590
AXQ Capital
New Jersey
$2.22M -$10.9K -49 -0.5%
HBT
591
Hills Bank & Trust
Iowa
$2.22M -$24K -108 -1%
ECM
592
Everence Capital Management
Indiana
$2.2M
DBIA
593
Dumont & Blake Investment Advisors
New Jersey
$2.19M -$2.2M -9,931 -50%
QI
594
Qtron Investments
Massachusetts
$2.18M +$309K +1,392 +17%
VRM
595
Vectors Research Management
New York
$2.18M +$4.66K +21 +0.2%
EBT
596
Enterprise Bank & Trust
Massachusetts
$2.16M +$19.5K +88 +0.9%
RJT
597
Raymond James Trust
Florida
$2.16M +$7.99K +36 +0.4%
TAM
598
Tealwood Asset Management
Minnesota
$2.16M +$15.5K +70 +0.7%
S
599
SignatureFD
Georgia
$2.14M +$91.7K +413 +4%
DWA
600
Delap Wealth Advisory
Oregon
$2.14M -$23.3K -105 -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.