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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
SAM
826
Smartleaf Asset Management
Massachusetts
$667K +$168K +844 +35%
CAMG
827
CWA Asset Management Group
Florida
$664K -$38.1K -191 -6%
DSC
828
Duncker Streett & Co
Missouri
$659K
LIM
829
Leavell Investment Management
Alabama
$654K +$3.39K +17 +0.5%
AWA
830
Amplius Wealth Advisors
Pennsylvania
$654K -$94.3K -473 -13%
WFPG
831
Waller Financial Planning Group
Ohio
$653K +$2.19K +11 +0.3%
WFA
832
WestHill Financial Advisors
California
$652K +$401K +2,013 +175%
TWM
833
Thrive Wealth Management
Pennsylvania
$650K -$7.37K -37 -1%
BFA
834
Bill Few Associates
Pennsylvania
$649K
ATPW
835
Ashton Thomas Private Wealth
Arizona
$642K +$57.8K +290 +10%
DWM
836
Defined Wealth Management
Oregon
$642K -$598 -3 -0.1%
WPW
837
Waldron Private Wealth
Pennsylvania
$640K +$199 +1 +0%
FFS
838
Founders Financial Securities
Maryland
$639K +$37.3K +187 +6%
MSCM
839
McElhenny Sheffield Capital Management
Texas
$633K -$37.5K -188 -6%
BBA
840
Baader Bank Aktiengesellschaft
Germany
$632K -$11.8K -59 -2%
DFG
841
Delta Financial Group
New Jersey
$631K
SCTC
842
Sanibel Captiva Trust Company
Florida
$631K
SPC
843
Spirepoint Private Client
Florida
$630K +$609K +3,058 New
SPIS
844
Steward Partners Investment Solutions
Oregon
$625K +$6.97K +35 +1%
CIC
845
Chilton Investment Company
Connecticut
$625K +$12.6K +63 +2%
NSAM
846
North Star Asset Management
Wisconsin
$624K +$2.79K +14 +0.5%
SMA
847
Sage Mountain Advisors
Georgia
$623K -$15.3K -77 -2%
SWP
848
Stratos Wealth Partners
Ohio
$621K -$160K -801 -21%
CCG
849
Ceeto Capital Group
Florida
$618K +$598K +3,000 New
9WM
850
9258 Wealth Management
Ohio
$612K +$399 +2 +0.1%

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.