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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
NP
676
NorthRock Partners
Minnesota
$1.48M +$34.6K +156 +2%
SCM
677
Shelton Capital Management
Colorado
$1.47M -$2.31M -10,387 -61%
CM
678
Crestline Management
Texas
$1.44M +$1.43M +6,452 New
EIA
679
Edgemoor Investment Advisors
Maryland
$1.44M
FIM
680
Freedom Investment Management
Connecticut
$1.42M +$66.1K +298 +5%
CCA
681
Checchi Capital Advisers
California
$1.41M -$52.2K -235 -4%
UBG
682
United Bank (Georgia)
Georgia
$1.41M +$7.1K +32 +0.5%
VVP
683
Venture Visionary Partners
Ohio
$1.4M -$915K -4,122 -40%
PP
684
Pegasus Partners
Wisconsin
$1.4M -$437K -1,967 -24%
EB
685
Exchange Bank
California
$1.39M
DWT
686
Dorsey & Whitney Trust
South Dakota
$1.39M +$389K +1,754 +39%
FWCM
687
Ferguson Wellman Capital Management
Oregon
$1.39M -$1.55K -7 -0.1%
QCM
688
Qsemble Capital Management
New York
$1.38M +$478K +2,152 +53%
GF
689
Gries Financial
Ohio
$1.38M +$115K +517 +9%
S
690
SimplyRich
California
$1.37M +$69.5K +313 +5%
EWM
691
Elmwood Wealth Management
California
$1.36M -$33.1K -149 -2%
CWP
692
Concord Wealth Partners
Virginia
$1.36M +$1.55K +7 +0.1%
HCM
693
Highview Capital Management
Illinois
$1.35M +$65K +293 +5%
PGFC
694
Peapack-Gladstone Financial Corp
New Jersey
$1.35M +$5.99K +27 +0.4%
PS
695
Principal Securities
Iowa
$1.34M +$109K +493 +9%
CAMV
696
Concord Asset Management (Virginia)
Virginia
$1.33M
FRM
697
Fox Run Management
Connecticut
$1.33M +$1.32M +5,951 New
AAF
698
Andra AP-fonden
Sweden
$1.32M -$2.91M -13,100 -69%
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$1.31M -$25.7K -116 -2%
FPAS
700
Focus Partners Advisor Solutions
Missouri
$1.3M +$23.1K +104 +2%

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.