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MRSH

Marsh

1,442 hedge funds and large institutions have $89.8B invested in Marsh in 2024 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 532 increasing their positions, 507 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 83

98% more call options, than puts

Call options by funds: $339M | Put options by funds: $172M

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

8% more capital invested

Capital invested by funds: $83.5B → $89.8B (+$6.36B)

5% more funds holding

Funds holding: 1,3711,442 (+71)

5% more repeat investments, than reductions

Existing positions increased: 532 | Existing positions reduced: 507

0.61% less ownership

Funds ownership: 89.39%88.78% (-0.61%)

Holders
1,442
Holders Change
+71
Holders Change %
+5.18%
% of All Funds
20.77%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
177
Increased
532
Reduced
507
Closed
83
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
651
RCS Financial Planning
Maryland
$1.42M +$199 +1 +0%
WPC
652
Wedmont Private Capital
Pennsylvania
$1.39M +$11.8K +59 +0.9%
ST
653
Smithfield Trust
Pennsylvania
$1.39M +$13K +65 +1%
BWAM
654
Boyd Watterson Asset Management
Ohio
$1.38M +$131K +659 +11%
PA
655
Pinnacle Associates
New York
$1.37M -$8.17K -41 -0.6%
WI
656
Wintrust Investments
Illinois
$1.36M -$25.5K -128 -2%
VWM
657
Venturi Wealth Management
Texas
$1.35M +$286K +1,433 +28%
CCA
658
Checchi Capital Advisers
California
$1.34M +$19.3K +97 +2%
EIA
659
Edgemoor Investment Advisors
Maryland
$1.33M -$5.18K -26 -0.4%
EWM
660
Elmwood Wealth Management
California
$1.32M +$561K +2,814 +79%
CFG
661
Citizens Financial Group
Rhode Island
$1.31M -$2.19K -11 -0.2%
PA
662
Parallel Advisors
California
$1.3M +$98.3K +493 +8%
DDC
663
DF Dent & Co
Maryland
$1.3M +$39.1K +196 +3%
EB
664
Exchange Bank
California
$1.29M -$5.78K -29 -0.5%
FWCM
665
Ferguson Wellman Capital Management
Oregon
$1.28M +$996 +5 +0.1%
GF
666
Gries Financial
Ohio
$1.27M -$60.4K -303 -5%
NSB
667
Norway Savings Bank
Maine
$1.27M +$69.8K +350 +6%
UBG
668
United Bank (Georgia)
Georgia
$1.26M +$12.8K +64 +1%
CWP
669
Concord Wealth Partners
Virginia
$1.26M -$1.99K -10 -0.2%
AI
670
AXS Investments
New York
$1.26M -$184K -922 -13%
PWPS
671
Pinnacle Wealth Planning Services
Ohio
$1.25M -$5.58K -28 -0.5%
PGFC
672
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$5.58K -28 -0.5%
GSC
673
Grey Street Capital
Illinois
$1.24M +$1.2M +6,035 New
CAMV
674
Concord Asset Management (Virginia)
Virginia
$1.24M -$1.99K -10 -0.2%
AT
675
Arden Trust
Delaware
$1.24M -$126K -631 -10%

MRSH Hedge Fund Activity: Q1 2024 in Review

1,442 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q1 2024, worth a combined $89.8B — up 7.6% from $83.5B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new MRSH positions and 83 closed out — a net gain of 94 holders — while 532 added to existing stakes and 507 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $337M. The largest seller was Morgan Stanley, cutting an estimated $1.22B.

  • 1,442 institutional investors held Marsh (MRSH) as of Q1 2024, up from 1,371 in Q4 2023.
  • Funds reported $89.8B of Marsh stock for Q1 2024, up 7.6% quarter-over-quarter.
  • 177 funds opened new Marsh positions in Q1 2024 and 83 closed out, a net change of +94 holders.
  • The largest Marsh buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $337M added.
  • The largest Marsh seller in Q1 2024 was Morgan Stanley, an estimated $1.22B sold.

Based on aggregated 13F filings for Q1 2024.