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MRSH

Marsh

1,525 hedge funds and large institutions have $97B invested in Marsh in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 625 increasing their positions, 500 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 66

25% more repeat investments, than reductions

Existing positions increased: 625 | Existing positions reduced: 500

5% more capital invested

Capital invested by funds: $92.2B → $97B (+$4.79B)

4% more funds holding

Funds holding: 1,4701,525 (+55)

1% more call options, than puts

Call options by funds: $359M | Put options by funds: $355M

0.17% less ownership

Funds ownership: 88.71%88.54% (-0.17%)

4% less funds holding in top 10

Funds holding in top 10: 2524 (-1)

Holders
1,525
Holders Change
+55
Holders Change %
+3.74%
% of All Funds
21.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.34%
New
137
Increased
625
Reduced
500
Closed
66
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
951
Proficio Capital Partners
Massachusetts
$517K -$151K -679 -23%
LFA
952
Legacy Financial Advisors
Kentucky
$516K +$20.4K +92 +4%
OCG
953
Opus Capital Group
Ohio
$511K +$32.4K +146 +7%
FA
954
Faithward Advisors
Pennsylvania
$507K -$16.4K -74 -3%
DWM
955
Dogwood Wealth Management
Kansas
$506K +$288K +1,297 +133%
HPIA
956
Hamilton Point Investment Advisors
North Carolina
$506K +$503K +2,266 New
CCG
957
Catalina Capital Group
California
$504K +$24.6K +111 +5%
SPC
958
Sigma Planning Corp
Michigan
$504K -$444 -2 -0.1%
TWA
959
Talisman Wealth Advisors
New Jersey
$500K -$6.66K -30 -1%
EFA
960
Evernest Financial Advisors
Indiana
$498K +$35.1K +158 +8%
TBA
961
Tower Bridge Advisors
Pennsylvania
$495K +$19.8K +89 +4%
PCH
962
PGIM Custom Harvest
New Jersey
$495K +$149K +673 +44%
MCM
963
Mattern Capital Management
Colorado
$493K +$57.3K +258 +13%
BW
964
Bison Wealth
Georgia
$490K +$487K +2,195 New
EA
965
Everpar Advisors
Oklahoma
$483K -$8.66K -39 -2%
OTL
966
Oak Thistle LLC
New York
$482K +$479K +2,160 New
HFM
967
Harvest Fund Management
China
$478K +$341K +1,535 +252%
WFA
968
WestHill Financial Advisors
California
$478K +$9.77K +44 +2%
PCM
969
Parsons Capital Management
Rhode Island
$475K
CWC
970
Carolinas Wealth Consulting
North Carolina
$472K +$22.2K +100 +5%
MG
971
Mather Group
Illinois
$472K +$30.2K +136 +7%
IAA
972
Independent Advisor Alliance
North Carolina
$471K -$1.11K -5 -0.2%
SHWM
973
Smith & Howard Wealth Management
Georgia
$468K
CCWM
974
Cassaday & Co Wealth Management
Virginia
$468K -$17.1K -77 -4%
RMCM
975
Reynders McVeigh Capital Management
Massachusetts
$467K -$22.2K -100 -5%

MRSH Hedge Fund Activity: Q3 2024 in Review

1,525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2024, worth a combined $97B — up 5.2% from $92.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new MRSH positions and 66 closed out — a net gain of 71 holders — while 625 added to existing stakes and 500 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $136M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $442M.

  • 1,525 institutional investors held Marsh (MRSH) as of Q3 2024, up from 1,470 in Q2 2024.
  • Funds reported $97B of Marsh stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 137 funds opened new Marsh positions in Q3 2024 and 66 closed out, a net change of +71 holders.
  • The largest Marsh buyer in Q3 2024 was Qube Research & Technologies (QRT), an estimated $136M added.
  • The largest Marsh seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $442M sold.

Based on aggregated 13F filings for Q3 2024.