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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
TWA
926
Talisman Wealth Advisors
New Jersey
$467K -$3.79K -19 -0.8%
PVI
927
Pine Valley Investments
New Jersey
$466K -$38.3K -192 -8%
IA
928
IFP Advisors
Florida
$466K
TA
929
TFB Advisors
Kansas
$464K +$463K +2,323 New
OCG
930
Opus Capital Group
Ohio
$458K -$62.8K -315 -12%
QWP
931
Quotient Wealth Partners
Texas
$457K +$62.2K +312 +16%
AWA
932
Aaron Wealth Advisors
Illinois
$450K -$35.1K -176 -7%
MPI
933
Mairs & Power Inc
Minnesota
$449K +$3.79K +19 +0.9%
CG
934
Cynosure Group
Utah
$448K +$434K +2,177 New
LFA
935
Legacy Financial Advisors
Kentucky
$448K +$39.5K +198 +10%
NAS
936
Nicolet Advisory Services
Wisconsin
$442K +$28.9K +145 +7%
PMSA
937
Patrick M. Sweeney & Associates
Illinois
$440K
PCM
938
Parsons Capital Management
Rhode Island
$439K
DOA
939
D'Orazio & Associates
Virginia
$435K +$2.39K +12 +0.6%
BONH
940
Bank of New Hampshire
New Hampshire
$435K -$29.9K -150 -7%
CCWM
941
Cassaday & Co Wealth Management
Virginia
$434K +$10.6K +53 +3%
GWA
942
Gratus Wealth Advisors
Virginia
$434K
SSWM
943
Smith Salley Wealth Management
North Carolina
$433K +$83.5K +419 +25%
SHWM
944
Smith & Howard Wealth Management
Georgia
$433K
GI
945
GAMMA Investing
California
$431K +$60.4K +303 +17%
PCG
946
Prosperity Consulting Group
Maryland
$430K +$416K +2,088 New
CAM
947
Congress Asset Management
Massachusetts
$430K
EFA
948
Evernest Financial Advisors
Indiana
$429K +$69K +346 +20%
BCM
949
Brookstone Capital Management
Illinois
$426K +$8.57K +43 +2%
MSFS
950
Main Street Financial Solutions
Pennsylvania
$424K +$13.4K +67 +3%

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.