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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
Arrowstreet Capital
676
Arrowstreet Capital
Massachusetts
$1.23M
AWM
677
Aries Wealth Management
Maine
$1.22M +$10.2K +51 +0.9%
CNBT
678
Canandaigua National Bank & Trust
New York
$1.22M -$53.8K -270 -4%
UAML
679
US Asset Management LLC
Pennsylvania
$1.22M -$15.9K -80 -1%
CCMG
680
Clark Capital Management Group
Pennsylvania
$1.22M +$325K +1,630 +38%
FIM
681
Freedom Investment Management
Connecticut
$1.21M +$146K +732 +14%
NP
682
NorthRock Partners
Minnesota
$1.21M +$19.9K +100 +2%
SAM
683
Shell Asset Management
Netherlands
$1.2M -$29.1K -146 -2%
AC
684
AXQ Capital
New Jersey
$1.19M +$1.16M +5,800 New
S
685
SimplyRich
California
$1.19M +$11.6K +58 +1%
PFG
686
Prosperity Financial Group
California
$1.18M +$12.8K +64 +1%
IIC
687
Ironwood Investment Counsel
Arizona
$1.17M
CJ
688
Caitlin John
Michigan
$1.17M +$157K +786 +16%
AIP
689
Ameritas Investment Partners
Nebraska
$1.17M -$30.9K -155 -3%
TAM
690
Trust Asset Management
Texas
$1.17M
MAS
691
Meeder Advisory Services
Ohio
$1.17M +$55K +276 +5%
PWM
692
Perigon Wealth Management
California
$1.16M +$68.4K +343 +6%
DADC
693
D.A. Davidson & Co
Montana
$1.16M -$34.1K -171 -3%
KIA
694
Knollwood Investment Advisory
Maryland
$1.14M
CG
695
Caprock Group
Idaho
$1.13M +$123K +618 +13%
BCM
696
Boltwood Capital Management
California
$1.13M -$9.96K -50 -0.9%
MAM
697
Morse Asset Management
Connecticut
$1.12M +$1.08M +5,420 New
DA
698
Dover Advisors
Virginia
$1.11M +$1.08M +5,394 New
CFAM
699
Center For Asset Management
Florida
$1.1M -$15.7K -79 -1%
AFA
700
AA Financial Advisors
Ohio
$1.09M +$1.06M +5,307 New

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.