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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
PP
626
Paloma Partners
Connecticut
$1.86M -$1.43M -6,432 -44%
MWM
627
Mission Wealth Management
California
$1.86M -$8.44K -38 -0.5%
SRL
628
Scientech Research LLC
New Jersey
$1.85M +$1.84M +8,310 New
TPCW
629
TD Private Client Wealth
New York
$1.85M +$20.4K +92 +1%
CA
630
Clearstead Advisors
Ohio
$1.84M +$47.7K +215 +3%
LCM
631
Landscape Capital Management
New Jersey
$1.83M -$411K -1,853 -18%
MYIA
632
Mount Yale Investment Advisors
Colorado
$1.83M +$768K +3,460 +73%
FNT
633
First National Trust
Pennsylvania
$1.83M -$7.1K -32 -0.4%
SC
634
Syon Capital
California
$1.82M -$9.99K -45 -0.5%
CFG
635
Citizens Financial Group
Rhode Island
$1.8M +$132K +595 +8%
IA
636
IAM Advisory
Pennsylvania
$1.8M +$35.7K +161 +2%
HT
637
Headlands Technologies
Illinois
$1.79M +$1.78M +8,009 New
LIA
638
LS Investment Advisors
Michigan
$1.79M
MAS
639
Meeder Advisory Services
Ohio
$1.78M -$13.3K -60 -0.7%
PA
640
PFG Advisors
Arizona
$1.77M -$291K -1,312 -14%
IGAM
641
iA Global Asset Management
Quebec, Canada
$1.77M +$847K +3,816 +93%
BWM
642
Brophy Wealth Management
New Hampshire
$1.76M +$1.75M +7,880 New
CNC
643
Citizens & Northern Corp
Pennsylvania
$1.76M +$157K +708 +10%
ASN
644
Advisory Services Network
Georgia
$1.76M
RWP
645
RWA Wealth Partners
Massachusetts
$1.76M +$57K +257 +3%
PP
646
PDT Partners
New York
$1.75M -$7.33K -33 -0.4%
PA
647
Profund Advisors
Maryland
$1.73M +$78.4K +353 +5%
LF
648
Lantz Financial
Illinois
$1.73M +$5.99K +27 +0.4%
DEA
649
DoubleLine ETF Adviser
Florida
$1.72M -$112K -506 -6%
VWM
650
Venturi Wealth Management
Texas
$1.72M -$226K -1,020 -12%

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.