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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
Caisse de Depot et Placement du Quebec (CDPQ)
51
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$287M -$37.9M -190,125 -12%
AllianceBernstein
52
AllianceBernstein
Tennessee
$285M -$31.3M -156,889 -10%
American Century Companies
53
American Century Companies
Missouri
$284M -$47.1M -236,473 -15%
AC
54
AKO Capital
United Kingdom
$263M +$18.7M +93,809 +8%
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$260M -$71.8M -360,308 -22%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$257M -$3.1M -15,542 -1%
CS
57
Credit Suisse
Switzerland
$251M +$6.8M +34,116 +3%
First Trust Advisors
58
First Trust Advisors
Illinois
$247M -$22.6M -113,387 -9%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$242M -$39.1M -196,001 -14%
FPP
60
Findlay Park Partners
United Kingdom
$240M -$4.09M -20,500 -2%
DekaBank Deutsche Girozentrale
61
DekaBank Deutsche Girozentrale
Germany
$240M -$1.01M -5,049 -0.4%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$238M +$35.2M +176,591 +18%
SAM
63
Storebrand Asset Management
Norway
$236M +$2.33M +11,699 +1%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$229M +$9.47M +47,502 +4%
Fidelity International
65
Fidelity International
Bermuda
$217M +$4.14M +20,774 +2%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$213M -$271K -1,359 -0.1%
PCH
67
Polar Capital Holdings
United Kingdom
$207M +$9.82M +49,287 +5%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$206M -$2.43M -12,176 -1%
Voloridge Investment Management
69
Voloridge Investment Management
Florida
$205M +$39.4M +197,579 +25%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$202M -$94.2M -472,761 -33%
WIM
71
Waverton Investment Management
United Kingdom
$197M +$10.6M +53,270 +6%
Aviva
72
Aviva
United Kingdom
$195M +$4.38M +21,961 +2%
Jennison Associates
73
Jennison Associates
New York
$192M +$129M +649,505 +230%
Ninety One (UK)
74
Ninety One (UK)
United Kingdom
$189M -$1.68M -8,453 -0.9%
Nordea Investment Management
75
Nordea Investment Management
Sweden
$187M +$20M +100,378 +12%

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.