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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
KIG
901
Kessler Investment Group
Indiana
$500K +$176K +885 +57%
AWM
902
Avior Wealth Management
Nebraska
$499K +$455K +2,284 +1,655%
AWA
903
Arkadios Wealth Advisors
Georgia
$493K +$399 +2 +0.1%
GM
904
GeoWealth Management
Illinois
$493K +$171K +859 +56%
PIM
905
Penobscot Investment Management
Massachusetts
$490K -$70.8K -355 -13%
WI
906
WBI Investments
New Jersey
$489K +$473K +2,372 New
SWM
907
Stockman Wealth Management
Montana
$488K -$27.7K -139 -6%
PIA
908
Powell Investment Advisors
Florida
$486K
PI
909
PFG Investments
New York
$484K +$468K +2,349 New
FA
910
Faithward Advisors
Pennsylvania
$483K +$64.2K +322 +16%
LNB
911
Ledyard National Bank
$481K -$49.8K -250 -10%
TBA
912
Tower Bridge Advisors
Pennsylvania
$480K -$39.9K -200 -8%
SPC
913
Sigma Planning Corp
Michigan
$479K +$464K +2,327 New
AP
914
Adero Partners
California
$479K +$206K +1,035 +80%
EAM
915
Empirical Asset Management
Massachusetts
$478K +$462K +2,320 New
FFA
916
Farther Finance Advisors
California
$477K +$174K +871 +59%
PCM
917
Penserra Capital Management
California
$476K -$430K -2,159 -48%
RBC
918
Roble Belko & Company
Pennsylvania
$475K
FMLI
919
Fukoku Mutual Life Insurance
Japan
$475K
CAM
920
Chesapeake Asset Management
New York
$472K -$274K -1,375 -37%
MA
921
Mutual Advisors
Nebraska
$471K +$5.98K +30 +1%
GT
922
Glenview Trust
Kentucky
$471K +$10.2K +51 +2%
DA
923
Drake & Associates
Wisconsin
$470K +$6.97K +35 +2%
RMCM
924
Reynders McVeigh Capital Management
Massachusetts
$468K +$33.9K +170 +8%
GA
925
Geller Advisors
New York
$467K +$8.37K +42 +2%

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.