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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
I
826
InceptionR
California
$809K +$805K +3,627 New
NC
827
Napatree Capital
Rhode Island
$804K +$74.1K +334 +10%
VIP
828
Vista Investment Partners
Oklahoma
$803K
FRA
829
Frank Rimerman Advisors
California
$802K +$39.7K +179 +5%
GCA
830
Genesee Capital Advisors
New York
$797K -$156K -705 -16%
AFP
831
Ausdal Financial Partners
Iowa
$796K -$13.3K -60 -2%
CWM
832
Congress Wealth Management
Massachusetts
$791K -$6.66K -30 -0.8%
MAM
833
MMA Asset Management
Pennsylvania
$782K
NCM
834
Noesis Capital Mangement
Florida
$781K
T
835
TrueFG
Texas
$781K
IWM
836
IHT Wealth Management
Illinois
$772K +$181K +814 +31%
MIS
837
Morningstar Investment Services
Illinois
$771K +$406K +1,827 +113%
OAM
838
Ostrum Asset Management
France
$766K +$9.32K +42 +1%
LS
839
Livforsakringsbolaget Skandia
Sweden
$766K +$552K +2,489 +263%
Balyasny Asset Management
840
Balyasny Asset Management
Illinois
$763K -$109M -493,295 -99%
BWM
841
Buckley Wealth Management
Nevada
$759K +$30.6K +138 +4%
NRD
842
Nebula Research & Development
New York
$755K +$751K +3,383 New
FFS
843
Founders Financial Securities
Maryland
$754K +$24.4K +110 +3%
EFS
844
Essex Financial Services
Connecticut
$753K -$782K -3,524 -51%
GIA
845
Gateway Investment Advisers
Ohio
$745K -$14.9K -67 -2%
Empower Advisory Group
846
Empower Advisory Group
Colorado
$744K -$888 -4 -0.1%
LFAS
847
Level Four Advisory Services
Texas
$739K -$4.22K -19 -0.6%
EI
848
Ellevest Inc
New York
$738K +$29.5K +133 +4%
AFG
849
Atomi Financial Group
New York
$732K +$96.1K +433 +15%
RB
850
Rodgers Brothers
Pennsylvania
$725K

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.