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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
CNC
651
Citizens & Northern Corp
Pennsylvania
$1.76M +$89.6K +404 +5%
IA
652
IAM Advisory
Pennsylvania
$1.75M +$38.6K +174 +2%
WA
653
Wealth Alliance
New York
$1.75M -$34.6K -156 -2%
FNT
654
First National Trust
Pennsylvania
$1.72M -$16.2K -73 -0.9%
NRD
655
Nebula Research & Development
New York
$1.72M +$1.05M +4,732 +140%
EWM
656
Evercore Wealth Management
New York
$1.72M -$478K -2,153 -21%
CFG
657
Citizens Financial Group
Rhode Island
$1.72M -$2.66K -12 -0.1%
MAS
658
Meeder Advisory Services
Ohio
$1.71M +$20.2K +91 +1%
CA
659
Clearstead Advisors
Ohio
$1.7M -$55.5K -250 -3%
HT
660
Headlands Technologies
Illinois
$1.69M -$6.88K -31 -0.4%
CIA
661
Concurrent Investment Advisors
Florida
$1.69M +$231K +1,043 +15%
RWP
662
RWA Wealth Partners
Massachusetts
$1.67M +$3.55K +16 +0.2%
PP
663
PDT Partners
New York
$1.67M +$887 +4 +0.1%
LIA
664
LS Investment Advisors
Michigan
$1.65M -$56.8K -256 -3%
LF
665
Lantz Financial
Illinois
$1.64M -$1.33K -6 -0.1%
ICP
666
Impact Capital Partners
Colorado
$1.64M +$1.71M +7,715 New
MWM
667
Mission Wealth Management
California
$1.64M -$138K -621 -7%
CSIC
668
Clifford Swan Investment Counsel
California
$1.62M -$8.87K -40 -0.5%
SC
669
Syon Capital
California
$1.62M -$113K -510 -6%
PA
670
PFG Advisors
Arizona
$1.61M -$80.1K -361 -5%
MTC
671
Matrix Trust Company
Colorado
$1.61M +$35.9K +162 +2%
VWM
672
Venturi Wealth Management
Texas
$1.59M -$45.7K -206 -3%
IA
673
IFP Advisors
Florida
$1.58M +$991K +4,468 +151%
BHPW
674
Beverly Hills Private Wealth
California
$1.57M -$39.3K -177 -2%
RZH
675
Relyea Zuckerberg Hanson
Connecticut
$1.56M -$7.99K -36 -0.5%

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.