Marsh
MRSH
1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.
123% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 84
122% more call options, than puts
Call options by funds: $163M | Put options by funds: $73.7M
6% more funds holding
Funds holding: 1,289 → 1,371 (+82)
2.2% more ownership
Funds ownership: 87.19% → 89.39% (+2.2%)
1% more capital invested
Capital invested by funds: $82.4B → $83.5B (+$1.1B)
4% less repeat investments, than reductions
Existing positions increased: 475 | Existing positions reduced: 493
51% less funds holding in top 10
Funds holding in top 10: 35 → 17 (-18)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$1.16B |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$488M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$268M |
| 4 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
+$148M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$128M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$431M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$241M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$151M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$103M |
| 5 |
Goldman Sachs
New York
|
-$102M |
MRSH Hedge Fund Activity: Q4 2023 in Review
1,371 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2023, worth a combined $83.5B — up 1.3% from $82.4B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new MRSH positions and 84 closed out — a net gain of 103 holders — while 475 added to existing stakes and 493 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.16B. The largest seller was Wellington Management Group, cutting an estimated $431M.
- 1,371 institutional investors held Marsh (MRSH) as of Q4 2023, up from 1,289 in Q3 2023.
- Funds reported $83.5B of Marsh stock for Q4 2023, up 1.3% quarter-over-quarter.
- 187 funds opened new Marsh positions in Q4 2023 and 84 closed out, a net change of +103 holders.
- The largest Marsh buyer in Q4 2023 was Morgan Stanley, an estimated $1.16B added.
- The largest Marsh seller in Q4 2023 was Wellington Management Group, an estimated $431M sold.
Based on aggregated 13F filings for Q4 2023.