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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
CI
801
Conning Inc
Connecticut
$749K -$17.9K -90 -2%
AFP
802
Ausdal Financial Partners
Iowa
$747K -$8.77K -44 -1%
EI
803
Ellevest Inc
New York
$746K -$33.1K -166 -4%
VIP
804
Vista Investment Partners
Oklahoma
$742K
NAMNJ
805
NorthStar Asset Management (New Jersey)
New Jersey
$742K +$125K +627 +21%
CCIA
806
Campbell & Co Investment Adviser
Maryland
$730K +$707K +3,545 New
CFB
807
Cullen/Frost Bankers
Texas
$728K -$11.6K -58 -2%
NCM
808
Noesis Capital Mangement
Florida
$721K
T
809
TrueFG
Texas
$721K
CJFS
810
Coulter & Justus Financial Services
Tennessee
$721K +$698K +3,500 New
FAIM
811
Financial Advocates Investment Management
Washington
$717K +$48.8K +245 +8%
CT
812
Caldwell Trust
Florida
$715K -$6.18K -31 -0.9%
BIG
813
Brooklyn Investment Group
New York
$713K +$42.1K +211 +6%
MAM
814
MMA Asset Management
Pennsylvania
$712K +$697K +3,495 New
GL
815
Graypoint LLC
New York
$708K +$6.97K +35 +1%
PA
816
Procyon Advisors
Connecticut
$708K -$117K -588 -15%
SB
817
Strategic Blueprint
Georgia
$703K +$10.8K +54 +2%
SC
818
SRB Corp
Massachusetts
$701K +$678K +3,401 New
AF
819
Allworth Financial
California
$690K +$439K +2,202 +192%
HH
820
Hilltop Holdings
Texas
$690K
Empower Advisory Group
821
Empower Advisory Group
Colorado
$679K +$2.39K +12 +0.4%
BWM
822
Buckley Wealth Management
Nevada
$674K -$19.1K -96 -3%
AC
823
Abbrea Capital
California
$671K
RB
824
Rodgers Brothers
Pennsylvania
$669K
KBFS
825
Kohmann Bosshard Financial Services
Ohio
$668K

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.