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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
CCG
601
Chatham Capital Group
Georgia
$2.12M -$22.2K -100 -1%
FRA
602
Front Row Advisors
California
$2.1M -$28.6K -129 -1%
PWM
603
Perigon Wealth Management
California
$2.1M +$847K +3,815 +68%
BCWM
604
Bartlett & Co Wealth Management
Ohio
$2.09M -$888 -4 -0%
VT
605
Vise Technologies
New York
$2.09M -$127K -572 -6%
GC
606
Grimes & Company
Massachusetts
$2.08M +$5.55K +25 +0.3%
UF
607
Univest Financial
Pennsylvania
$2.08M +$2.06M +9,302 New
RWM
608
Ritholtz Wealth Management
New York
$2.06M +$66.8K +301 +3%
CSPAM
609
Cary Street Partners Asset Management
Virginia
$2.06M -$57.9K -261 -3%
BP
610
Ballentine Partners
Massachusetts
$2.05M +$131K +591 +7%
NC
611
Northcape Capital
Australia
$2.05M -$1.9M -8,566 -48%
QCG
612
Quadrant Capital Group
Ohio
$2.05M -$24K -108 -1%
MGIA
613
Moneta Group Investment Advisors
Missouri
$2.01M +$9.54K +43 +0.5%
MFG
614
Merit Financial Group
Georgia
$1.99M -$671K -3,022 -25%
BTWM
615
Brass Tax Wealth Management
Ohio
$1.95M +$1.94M +8,754 New
SC
616
Savant Capital
Illinois
$1.95M +$206K +928 +12%
CC
617
Centiva Capital
New York
$1.94M +$1.93M +8,694 New
RWB
618
RMR Wealth Builders
New Jersey
$1.94M +$222 +1 +0%
WSFS
619
Wilmington Savings Fund Society
Delaware
$1.93M +$1.29M +5,799 +204%
BAM
620
Belpointe Asset Management
Nevada
$1.92M -$300K -1,350 -14%
AWS
621
Atria Wealth Solutions
New York
$1.91M -$60.6K -273 -3%
KIA
622
Knollwood Investment Advisory
Maryland
$1.88M
AIC
623
Anthracite Investment Company
Texas
$1.88M
HH
624
Hilltop Holdings
Texas
$1.87M +$1.09M +4,911 +141%
WA
625
Wealth Alliance
New York
$1.87M -$26.4K -119 -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.