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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
T
951
TOBAM
France
$424K
CAC
952
Core Alternative Capital
Georgia
$423K -$44.8K -225 -10%
CWC
953
Carolinas Wealth Consulting
North Carolina
$420K +$797 +4 +0.2%
MWM
954
Mosley Wealth Management
California
$419K
MIM
955
Merrion Investment Management
New Jersey
$418K +$99.7K +500 +33%
SRL
956
Scientech Research LLC
New Jersey
$413K +$400K +2,007 New
KCM
957
Kanawha Capital Management
Virginia
$411K +$8.57K +43 +2%
SCI
958
S&CO Inc
Massachusetts
$411K
AWM
959
Aprio Wealth Management
Georgia
$411K +$21.1K +106 +6%
MLA
960
My Legacy Advisors
Oregon
$409K +$74.7K +375 +23%
CCG
961
Catalina Capital Group
California
$406K +$392K +1,969 New
WCM
962
Wallace Capital Management
Texas
$404K
MFS
963
Mirabella Financial Services
United Kingdom
$404K +$390K +1,959 New
APP
964
Avantax Planning Partners
Iowa
$402K +$389K +1,953 New
WCWM
965
Willow Creek Wealth Management
California
$401K +$1.79K +9 +0.5%
VCP
966
Verus Capital Partners
Arizona
$401K -$10.8K -54 -3%
JAG
967
Journey Advisory Group
Kentucky
$395K
MWM
968
Modera Wealth Management
New Jersey
$394K +$18.3K +92 +5%
CFG
969
CKW Financial Group
Hawaii
$394K +$598 +3 +0.2%
I
970
InceptionR
California
$394K +$59.8K +300 +19%
CM
971
Capula Management
Cayman Islands
$392K +$379K +1,904 New
MFA
972
Mayflower Financial Advisors
Massachusetts
$392K +$72.1K +362 +23%
CCG
973
Cypress Capital Group
Florida
$390K +$1.59K +8 +0.4%
AC
974
Allstate Corporation
Illinois
$390K -$37.5K -188 -9%
APW
975
Acima Private Wealth
Virginia
$387K

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.