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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
PCS
701
Personal CFO Solutions
New Jersey
$1.09M +$85.7K +430 +9%
HCM
702
Highview Capital Management
Illinois
$1.08M -$32.3K -162 -3%
CI
703
Cigna Investments
Connecticut
$1.08M -$29.1K -146 -3%
ROTUOC
704
Regents of the University of California
California
$1.07M
MMHP
705
Murphy Middleton Hinkle & Parker
Georgia
$1.07M
BHWM
706
Bar Harbor Wealth Management
New Hampshire
$1.07M +$157K +789 +18%
PS
707
Principal Securities
Iowa
$1.06M +$117K +586 +13%
WPA
708
West Paces Advisors
Georgia
$1.06M -$102K -513 -9%
LSAG
709
Lake Street Advisors Group
New Hampshire
$1.06M +$19.5K +98 +2%
DAS
710
Diversify Advisory Services
Utah
$1.05M +$1.02M +5,141 New
DWT
711
Dorsey & Whitney Trust
South Dakota
$1.05M +$51K +256 +5%
YIH
712
Y-Intercept (HK)
Hong Kong
$1.05M +$610K +3,061 +152%
MOS
713
MGO One Seven
Ohio
$1.04M +$72.3K +363 +8%
VFA
714
Valeo Financial Advisors
Indiana
$1.03M +$37.3K +187 +4%
CFP
715
Cascade Financial Partners
California
$1.02M +$1.02M +5,136 New
HPC
716
HM Payson & Co
Maine
$1.02M +$2.59K +13 +0.3%
BFM
717
Boston Financial Management
Massachusetts
$1.01M
APWM
718
Atlas Private Wealth Management
New York
$1.01M +$151K +757 +18%
DLA
719
Douglas Lane & Associates
New York
$1.01M
SI
720
Stephens Inc
Arkansas
$1.01M +$99.8K +501 +11%
TC
721
TownSquare Capital
Utah
$1.01M +$427K +2,145 +78%
PWMAG
722
Pinnacle Wealth Management Advisory Group
New Jersey
$1M +$17.7K +89 +2%
CIA
723
Choate Investment Advisors
Massachusetts
$1M +$648K +3,252 +202%
GRP
724
Global Retirement Partners
California
$989K +$598 +3 +0.1%
SSA
725
Schonfeld Strategic Advisors
New York
$987K -$300K -1,504 -24%

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.