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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
WCA
776
Waypoint Capital Advisors
Minnesota
$806K +$2.99K +15 +0.4%
BHCM
777
Brevan Howard Capital Management
Jersey
$803K -$244K -1,222 -24%
CGL
778
Clarius Group LLC
Washington
$801K -$114K -573 -13%
TW
779
TrinityPoint Wealth
Connecticut
$798K -$7.17K -36 -0.9%
PCIA
780
Prime Capital Investment Advisors
Kansas
$793K +$28.5K +143 +4%
CAG
781
Csenge Advisory Group
Florida
$785K +$26.3K +132 +4%
QWM
782
Quadcap Wealth Management
Texas
$781K -$62.4K -313 -8%
V
783
VeraBank
Texas
$781K -$1.2K -6 -0.2%
GIA
784
Gateway Investment Advisers
Ohio
$780K -$37.9K -190 -5%
WBC
785
Westpac Banking Corp
Australia
$778K +$1.4K +7 +0.2%
MGIA
786
Matthew Goff Investment Advisor
Texas
$772K -$28.3K -142 -4%
TSS
787
Two Sigma Securities
New York
$772K +$747K +3,749 New
LWCFA
788
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$768K -$125K -628 -14%
ML
789
McAdam LLC
Pennsylvania
$768K -$3.19K -16 -0.4%
WJWM
790
Williams Jones Wealth Management
New York
$767K
NBT
791
Northwest Bank & Trust
Iowa
$761K -$2.79K -14 -0.4%
Capstone Investment Advisors
792
Capstone Investment Advisors
New York
$760K +$735K +3,689 New
IFU
793
iSAM Funds (UK)
United Kingdom
$760K +$735K +3,689 New
LI
794
Louisbourg Investments
New Brunswick, Canada
$759K -$2.59K -13 -0.3%
HCM
795
Hutchinson Capital Management
California
$757K +$1.2K +6 +0.2%
IWC
796
Integrated Wealth Concepts
Massachusetts
$757K +$117K +589 +19%
SRWM
797
Shira Ridge Wealth Management
California
$756K
BEI
798
Benjamin Edwards Inc
Missouri
$755K +$335K +1,681 +85%
OAM
799
Ostrum Asset Management
France
$753K +$282K +1,417 +63%
CFGS
800
Concourse Financial Group Securities
Alabama
$753K +$172K +865 +31%

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.