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MRSH

Marsh
MRSH

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 21 → 25 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,442 → 1,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78% → 88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$352M
2
Amundi
Amundi
France
+$252M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$215M
4
UBS AM
UBS AM
Illinois
+$161M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$140M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$572M
2
Capital International Investors
Capital International Investors
California
-$338M
3
JP Morgan Chase
JP Morgan Chase
New York
-$172M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$171M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$155M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
601
Grimes & Company
Massachusetts
$1.96M -$31.6K -154 -2%
PA
602
PFG Advisors
Arizona
$1.95M +$112K +544 +6%
TCM
603
Teza Capital Management
Illinois
$1.95M -$2.04M -9,920 -52%
S
604
SignatureFD
Georgia
$1.94M +$46K +224 +2%
VPI
605
Value Partners Investments
Manitoba, Canada
$1.92M +$271K +1,320 +17%
CC
606
Courier Capital
New York
$1.91M -$72.7K -354 -4%
PS
607
Pensionfund Sabic
Netherlands
$1.9M – – –
MGIA
608
Moneta Group Investment Advisors
Missouri
$1.89M -$43.8K -213 -2%
RWM
609
Ritholtz Wealth Management
New York
$1.89M +$10.5K +51 +0.6%
AWS
610
Atria Wealth Solutions
New York
$1.87M +$74.8K +364 +4%
P
611
&Partners
Tennessee
$1.86M +$1.51M +7,360 +487%
BHPW
612
Beverly Hills Private Wealth
California
$1.85M -$94.3K -459 -5%
WI
613
WBI Investments
New Jersey
$1.84M +$1.31M +6,356 +268%
VWM
614
Venturi Wealth Management
Texas
$1.84M +$447K +2,177 +33%
Walleye Trading
615
Walleye Trading
New York
$1.83M -$3.41M -16,597 -66%
RWB
616
RMR Wealth Builders
New Jersey
$1.83M – – –
FT
617
Fiduciary Trust
Massachusetts
$1.82M -$1.23K -6 -0.1%
BP
618
Ballentine Partners
Massachusetts
$1.82M +$184K +897 +12%
WA
619
Wealth Alliance
New York
$1.79M -$29.2K -142 -2%
KIA
620
Knollwood Investment Advisory
Maryland
$1.78M +$593K +2,889 +52%
AIC
621
Anthracite Investment Company
Texas
$1.78M – – –
QI
622
Qtron Investments
Massachusetts
$1.77M – – –
MWM
623
Mission Wealth Management
California
$1.76M -$285K -1,387 -14%
ASN
624
Advisory Services Network
Georgia
$1.76M +$55.7K +271 +3%
GAM
625
Groupama Asset Management
France
$1.75M +$800K +3,895 +89%
23 24
25
26 27

MRSH Hedge Fund Activity: Q2 2024 in Review

1,470 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q2 2024, worth a combined $92.2B — up 2.6% from $89.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new MRSH positions and 72 closed out — a net gain of 47 holders — while 592 added to existing stakes and 517 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $352M. The largest seller was Wellington Management Group, cutting an estimated $572M.

  • 1,470 institutional investors held Marsh (MRSH) as of Q2 2024, up from 1,442 in Q1 2024.
  • Funds reported $92.2B of Marsh stock for Q2 2024, up 2.6% quarter-over-quarter.
  • 119 funds opened new Marsh positions in Q2 2024 and 72 closed out, a net change of +47 holders.
  • The largest Marsh buyer in Q2 2024 was Fidelity Investments, an estimated $352M added.
  • The largest Marsh seller in Q2 2024 was Wellington Management Group, an estimated $572M sold.

Based on aggregated 13F filings for Q2 2024.