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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
ACM
751
Advance Capital Management
Michigan
$884K -$1.2K -6 -0.1%
CIA
752
Concurrent Investment Advisors
Florida
$881K +$82.7K +415 +11%
SIA
753
Schechter Investment Advisors
Michigan
$876K +$29.1K +146 +4%
GCA
754
Genesee Capital Advisors
New York
$872K +$843K +4,231 New
SWM
755
Spire Wealth Management
Virginia
$870K -$69.4K -348 -8%
SP
756
Symmetry Partners
Connecticut
$869K
ANTB
757
AMG National Trust Bank
Colorado
$868K +$87.3K +438 +12%
SA
758
SRN Advisors
Pennsylvania
$866K +$40.7K +204 +5%
VI
759
Versor Investments
New York
$865K -$618K -3,103 -42%
RSWM
760
Robertson Stephens Wealth Management
California
$861K +$833K +4,180 New
FB
761
Fulton Bank
Pennsylvania
$861K -$18.9K -95 -2%
WWM
762
Western Wealth Management
Colorado
$861K +$27.3K +137 +3%
WPW
763
Warther Private Wealth
Ohio
$859K +$831K +4,169 New
FCA
764
Fortis Capital Advisors
Kansas
$858K +$614K +3,079 +284%
AC
765
ASB Consultores
Florida
$837K +$563K +2,823 +228%
GAG
766
GM Advisory Group
New York
$836K +$9.37K +47 +1%
BSW
767
Buckingham Strategic Wealth
Missouri
$835K -$23.3K -117 -3%
AUB
768
Atlantic Union Bankshares
Virginia
$830K
WS
769
Wedbush Securities
California
$825K +$401K +2,012 +101%
TCBWMS
770
Texas Capital Bank Wealth Management Services
Texas
$822K -$156K -782 -16%
FCI
771
Financial Counselors Inc
Kansas
$821K +$28.9K +145 +4%
FA
772
Fiducient Advisors
Illinois
$811K -$184K -925 -19%
DWM
773
Dakota Wealth Management
Florida
$810K -$11.6K -58 -1%
TPI
774
Trust Point Inc
Wisconsin
$807K -$255K -1,279 -25%
NB
775
Nicolet Bankshares
Wisconsin
$807K +$4.58K +23 +0.6%

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.