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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
KIM
851
Kestra Investment Management
Texas
$725K +$721K +3,249 New
KBFS
852
Kohmann Bosshard Financial Services
Ohio
$724K
EWA
853
EP Wealth Advisors
California
$722K +$197K +887 +38%
CAMG
854
CWA Asset Management Group
Florida
$720K +$717K +3,228 New
DSC
855
Duncker Streett & Co
Missouri
$714K
OFG
856
OmniStar Financial Group
North Carolina
$713K +$708K +3,190 New
WFPG
857
Waller Financial Planning Group
Ohio
$712K +$2.66K +12 +0.4%
WPW
858
Waldron Private Wealth
Pennsylvania
$711K -$888 -4 -0.1%
SCTC
859
Sanibel Captiva Trust Company
Florida
$711K +$24.4K +110 +4%
AWM
860
AE Wealth Management
Kansas
$711K +$70.8K +319 +11%
BFA
861
Bill Few Associates
Pennsylvania
$708K
WANY
862
Wealthspire Advisors (New York)
New York
$706K +$139K +627 +25%
FIA
863
Foundations Investment Advisors
Arizona
$704K +$65.7K +296 +10%
DWM
864
Defined Wealth Management
Oregon
$702K +$3.33K +15 +0.5%
TWM
865
Thrive Wealth Management
Pennsylvania
$699K -$10.2K -46 -1%
CIA
866
Capital Investment Advisors
Georgia
$697K -$32.6K -147 -4%
9WM
867
9258 Wealth Management
Ohio
$690K +$26.9K +121 +4%
NWAG
868
Net Worth Advisory Group
Utah
$690K +$686K +3,092 New
BBA
869
Baader Bank Aktiengesellschaft
Germany
$688K -$56.4K -254 -8%
CIC
870
Chilton Investment Company
Connecticut
$684K +$34.4K +155 +5%
SWP
871
Stratos Wealth Partners
Ohio
$676K -$37.7K -170 -5%
SCM
872
SOL Capital Management
Maryland
$676K
NSAM
873
North Star Asset Management
Wisconsin
$676K
CCG
874
Ceeto Capital Group
Florida
$669K
Financial Engines Advisors
875
Financial Engines Advisors
California
$667K -$2.76M -12,427 -81%

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.