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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
LFAS
876
Level Four Advisory Services
Texas
$556K
MPWT
877
MassMutual Private Wealth & Trust
Connecticut
$545K +$167K +840 +46%
RW
878
REDW Wealth
New Mexico
$543K
EHWM
879
Eads & Heald Wealth Management
Georgia
$540K -$40.9K -205 -7%
BRM
880
Boston Research & Management
Massachusetts
$539K
CAI
881
Capital Advisors Inc
Oklahoma
$538K
IWM
882
IHT Wealth Management
Illinois
$536K -$40.7K -204 -7%
AWM
883
AE Wealth Management
Kansas
$535K -$1.11M -5,584 -68%
AG
884
AlTi Global
New York
$535K +$174K +871 +51%
CWM
885
C2C Wealth Management
Arizona
$531K
LCGC
886
Legacy Capital Group California
California
$530K -$8.77K -44 -2%
FFM
887
Forum Financial Management
Illinois
$530K +$4.78K +24 +0.9%
DAS
888
Dynamic Advisor Solutions
Arizona
$530K +$14.7K +74 +3%
NFC
889
Northeast Financial Consultants
Connecticut
$527K
PFA
890
Pure Financial Advisors
California
$526K +$12.6K +63 +3%
PP
891
PDS Planning
Ohio
$523K +$69.4K +348 +16%
BCB
892
Brian C. Broderick
$515K +$498K +2,500 New
EFS
893
Essex Financial Services
Connecticut
$510K +$25.1K +126 +5%
ICG
894
InterOcean Capital Group
Tennessee
$506K +$399 +2 +0.1%
AIP
895
ARS Investment Partners
New York
$505K
SCM
896
SOL Capital Management
Maryland
$504K
AWM
897
Aberdeen Wealth Management
Illinois
$502K
WKWM
898
Walter & Keenan Wealth Management
Indiana
$501K
GIA
899
Gladstone Institutional Advisory
Florida
$501K -$111K -558 -19%
PAS
900
Point72 Asia (Singapore)
Singapore
$500K +$484K +2,428 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.