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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
BBL
601
Beck Bode LLC
Massachusetts
$2.28M +$1.34M +6,036 +128%
MYAM
602
Meiji Yasuda Asset Management
Japan
$2.27M -$13.8K -62 -0.6%
Balyasny Asset Management
603
Balyasny Asset Management
Illinois
$2.27M +$1.61M +7,254 +212%
NC
604
Northcape Capital
Australia
$2.26M +$321K +1,447 +16%
IGAM
605
iA Global Asset Management
Quebec, Canada
$2.26M +$601K +2,709 +34%
MUAMU
606
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.23M
BCWM
607
Bartlett & Co Wealth Management
Ohio
$2.21M +$233K +1,052 +11%
HBT
608
Hills Bank & Trust
Iowa
$2.2M +$88.3K +398 +4%
WSFS
609
Wilmington Savings Fund Society
Delaware
$2.2M +$377K +1,699 +20%
WAP
610
Wealthcare Advisory Partners
Pennsylvania
$2.19M +$2.22K +10 +0.1%
Capstone Investment Advisors
611
Capstone Investment Advisors
New York
$2.18M +$2.22M +10,005 +3,706%
GT
612
Greenleaf Trust
Michigan
$2.17M -$7.54K -34 -0.3%
CAAS
613
Capital Asset Advisory Services
Michigan
$2.14M +$19.7K +89 +0.9%
RFC
614
Regions Financial Corp
Alabama
$2.14M -$114K -516 -5%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$2.13M -$104K -471 -4%
CK
616
Cohen Klingenstein
New York
$2.12M
PS
617
Pensionfund Sabic
Netherlands
$2.12M +$666K +3,000 +43%
DWA
618
Delap Wealth Advisory
Oregon
$2.12M +$92.3K +416 +4%
PA
619
Pinnacle Associates
New York
$2.12M +$724K +3,262 +49%
MJRIC
620
Mogy Joel R Investment Counsel
California
$2.1M +$591K +2,662 +37%
BP
621
Ballentine Partners
Massachusetts
$2.08M +$127K +574 +6%
OTL
622
Oak Thistle LLC
New York
$2.07M +$1.68M +7,573 +351%
EBT
623
Enterprise Bank & Trust
Massachusetts
$2.06M +$4.44K +20 +0.2%
TAM
624
Tealwood Asset Management
Minnesota
$2.05M -$4.44K -20 -0.2%
VRM
625
Vectors Research Management
New York
$2.02M -$56.8K -256 -3%

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.