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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
TW
801
TrinityPoint Wealth
Connecticut
$862K -$2.66K -12 -0.3%
MTIC
802
Missouri Trust & Investment Company
Missouri
$862K -$59.5K -268 -6%
GI
803
GAMMA Investing
California
$862K +$238K +1,070 +38%
TCBWMS
804
Texas Capital Bank Wealth Management Services
Texas
$862K +$12.2K +55 +1%
ANTB
805
AMG National Trust Bank
Colorado
$859K -$101K -453 -11%
FCA
806
Fortis Capital Advisors
Kansas
$849K -$288K -1,296 -25%
WPIC
807
White Pine Investment Company
Michigan
$849K -$20.9K -94 -2%
ET
808
Entropy Technologies
New York
$849K +$845K +3,805 New
DWM
809
Dakota Wealth Management
Florida
$844K -$9.99K -45 -1%
V
810
VeraBank
Texas
$842K
ML
811
McAdam LLC
Pennsylvania
$842K +$20.2K +91 +2%
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$838K
MGIA
813
Matthew Goff Investment Advisor
Texas
$836K
WJWM
814
Williams Jones Wealth Management
New York
$831K +$444 +2 +0.1%
PCIA
815
Prime Capital Investment Advisors
Kansas
$831K -$29.1K -131 -3%
GL
816
Graypoint LLC
New York
$829K +$78.8K +355 +11%
RSWM
817
Robertson Stephens Wealth Management
California
$826K -$138K -620 -14%
LSA
818
Leonteq Securities AG
Switzerland
$826K +$462K +2,080 +128%
SRWM
819
Shira Ridge Wealth Management
California
$825K -$1.78K -8 -0.2%
GS
820
GTS Securities
New York
$824K -$976K -4,399 -54%
LI
821
Louisbourg Investments
New Brunswick, Canada
$824K
SMA
822
Sage Mountain Advisors
Georgia
$819K +$36.2K +163 +5%
HCM
823
Hutchinson Capital Management
California
$819K -$2.44K -11 -0.3%
CT
824
Caldwell Trust
Florida
$818K -$85.5K -385 -10%
CGL
825
Clarius Group LLC
Washington
$811K -$33.5K -151 -4%

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.