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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
FW
726
FullCircle Wealth
Texas
$1.17M +$36.6K +165 +3%
AFA
727
AA Financial Advisors
Ohio
$1.16M
CNBT
728
Canandaigua National Bank & Trust
New York
$1.16M -$64.2K -289 -5%
CFGS
729
Concourse Financial Group Securities
Alabama
$1.16M +$59K +266 +5%
NAMNJ
730
NorthStar Asset Management (New Jersey)
New Jersey
$1.15M +$255K +1,151 +29%
CFP
731
Cascade Financial Partners
California
$1.14M
BCM
732
Boltwood Capital Management
California
$1.14M -$51.5K -232 -4%
MMHP
733
Murphy Middleton Hinkle & Parker
Georgia
$1.14M
CI
734
Cigna Investments
Connecticut
$1.13M -$22.6K -102 -2%
BHWM
735
Bar Harbor Wealth Management
New Hampshire
$1.12M -$91.5K -412 -8%
WFI
736
West Family Investments
California
$1.11M +$63.9K +288 +6%
HPC
737
HM Payson & Co
Maine
$1.1M +$29.1K +131 +3%
LSAG
738
Lake Street Advisors Group
New Hampshire
$1.1M +$12.7K +57 +1%
PI
739
PineBridge Investments
New York
$1.1M -$9.07M -40,843 -89%
NC
740
nVerses Capital
Florida
$1.09M +$155K +700 +17%
MOS
741
MGO One Seven
Ohio
$1.09M -$133K -601 -11%
MCM
742
Manchester Capital Management
Vermont
$1.09M +$21.5K +97 +2%
CAG
743
Csenge Advisory Group
Florida
$1.08M -$65.5K -295 -6%
MFGM
744
Marshall Financial Group (Maryland)
Maryland
$1.07M +$14.9K +67 +1%
DLA
745
Douglas Lane & Associates
New York
$1.07M -$4.88K -22 -0.5%
QWM
746
Quadcap Wealth Management
Texas
$1.07M +$232K +1,047 +28%
IAN
747
Integrated Advisors Network
Texas
$1.07M -$50.6K -228 -5%
JWM
748
JGP Wealth Management
Oregon
$1.06M +$56.4K +254 +6%
MPAM
749
Murphy Pohlad Asset Management
Minnesota
$1.06M
FTWA
750
Fifth Third Wealth Advisors
Ohio
$1.05M +$55.3K +249 +6%

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.