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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
SFP
851
Sweet Financial Partners
Minnesota
$611K -$1.33M -6,680 -69%
BRWA
852
B. Riley Wealth Advisors
Florida
$609K +$118K +591 +23%
AWA
853
Archvest Wealth Advisors
California
$609K
PCP
854
Proficio Capital Partners
Massachusetts
$602K +$7.37K +37 +1%
WSFS
855
Wilmington Savings Fund Society
Delaware
$601K +$581K +2,917 New
XSC
856
X-Square Capital
Puerto Rico
$599K +$24.1K +121 +4%
LWAM
857
Legacy Wealth Asset Management
Minnesota
$594K +$4.38K +22 +0.8%
SG
858
Strid Group
Pennsylvania
$592K
KA
859
Kearns & Associates
California
$589K
AC
860
Avestar Capital
New York
$586K +$90.1K +452 +19%
SIM
861
Sentry Investment Management
Wisconsin
$584K
OCBCO
862
Oversea-Chinese Banking Corp (OCBC)
Singapore
$584K -$887K -4,452 -61%
WANY
863
Wealthspire Advisors (New York)
New York
$580K -$41.9K -210 -7%
SWM
864
Sterling Wealth Management
Illinois
$579K
RCM
865
Requisite Capital Management
Texas
$579K
MA
866
Montag & Associates
Georgia
$577K
FIA
867
Foundations Investment Advisors
Arizona
$576K +$1.4K +7 +0.3%
MWM
868
Meritas Wealth Management
California
$571K
FFA
869
Florida Financial Advisors
Florida
$568K -$10.8K -54 -2%
TCOT
870
Trust Company of Toledo
Ohio
$567K +$101K +508 +23%
JSW
871
Journey Strategic Wealth
New Jersey
$566K +$115K +578 +27%
PPWP
872
Premier Path Wealth Partners
New Jersey
$558K -$39.3K -197 -7%
SL
873
Sonnipe Ltd
Isle Of Man
$557K
FF
874
Fluent Financial
Texas
$557K +$4.18K +21 +0.8%
MCM
875
McRae Capital Management
New Jersey
$557K +$539K +2,703 New

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.