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MRSH

Marsh

1,573 hedge funds and large institutions have $94.5B invested in Marsh in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 641 increasing their positions, 497 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 108

29% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 497

3% more funds holding

Funds holding: 1,5251,573 (+48)

1.75% more ownership

Funds ownership: 88.54%90.28% (+1.7%)

2% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

3% less capital invested

Capital invested by funds: $97B → $94.5B (-$2.51B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,573
Holders Change
+48
Holders Change %
+3.15%
% of All Funds
20.72%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
189
Increased
641
Reduced
497
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
576
HBK Sorce Advisory
Pennsylvania
$2.57M -$61.2K -276 -2%
PGCM
577
Prescott Group Capital Management
Oklahoma
$2.56M
CCM
578
Coldstream Capital Management
Washington
$2.54M +$94.7K +427 +4%
TC
579
TownSquare Capital
Utah
$2.5M +$362K +1,631 +16%
VAS
580
Vestmark Advisory Solutions
Massachusetts
$2.49M +$19.1K +86 +0.7%
UOTTAIMCU
581
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.49M -$5.04M -22,714 -66%
MWM
582
Moran Wealth Management
Florida
$2.47M +$2.58M +11,626 New
HI
583
Horizon Investments
North Carolina
$2.45M +$56.6K +255 +2%
BPA
584
Beacon Pointe Advisors
California
$2.43M -$445K -2,004 -15%
HAG
585
HighPoint Advisor Group
Illinois
$2.42M +$33.3K +150 +1%
TAIM
586
Te Ahumairangi Investment Management
New Zealand
$2.42M +$199K +896 +9%
TG
587
TCW Group
California
$2.41M +$38.2K +172 +2%
BBVA
588
Banco Bilbao Vizcaya Argentaria
Spain
$2.41M -$1.23M -5,564 -33%
USAA
589
United Services Automobile Association
Texas
$2.4M
Marshall Wace
590
Marshall Wace
United Kingdom
$2.38M +$2.48M +11,188 New
EF
591
Empowered Funds
Pennsylvania
$2.37M -$615K -2,773 -20%
BAM
592
Belpointe Asset Management
Nevada
$2.36M +$388K +1,749 +20%
CFGS
593
Concourse Financial Group Securities
Alabama
$2.35M +$1.25M +5,633 +108%
EP
594
Edgestream Partners
New Jersey
$2.34M -$1.35M -6,094 -36%
KPWS
595
Kestra Private Wealth Services
Texas
$2.34M +$208K +937 +9%
TIAA Trust, National Association
596
TIAA Trust, National Association
North Carolina
$2.33M +$29.5K +133 +1%
LCM
597
Landscape Capital Management
New Jersey
$2.33M +$604K +2,723 +33%
TA
598
TKG Advisors
Indiana
$2.3M -$6.66K -30 -0.3%
PWM
599
Perigon Wealth Management
California
$2.29M +$262K +1,182 +13%
HCM
600
Howland Capital Management
Massachusetts
$2.29M -$37.9K -171 -2%

MRSH Hedge Fund Activity: Q4 2024 in Review

1,573 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2024, worth a combined $94.5B — down 2.6% from $97B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new MRSH positions and 108 closed out — a net gain of 81 holders — while 641 added to existing stakes and 497 trimmed.

The largest buyer was Stifel Financial, adding an estimated $418M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $451M.

  • 1,573 institutional investors held Marsh (MRSH) as of Q4 2024, up from 1,525 in Q3 2024.
  • Funds reported $94.5B of Marsh stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 189 funds opened new Marsh positions in Q4 2024 and 108 closed out, a net change of +81 holders.
  • The largest Marsh buyer in Q4 2024 was Stifel Financial, an estimated $418M added.
  • The largest Marsh seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.