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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
RJA
76
Raymond James & Associates
Florida
$186M +$4.92M +24,662 +3%
National Pension Service
77
National Pension Service
South Korea
$172M +$3.53M +17,701 +2%
Diamond Hill Capital Management
78
Diamond Hill Capital Management
Ohio
$171M +$3.94M +19,793 +2%
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$170M +$1.99M +9,977 +1%
Principal Financial Group
80
Principal Financial Group
Iowa
$170M -$1.18M -5,945 -0.7%
TD Asset Management
81
TD Asset Management
Ontario, Canada
$167M +$21.9M +109,877 +16%
Allianz Asset Management
82
Allianz Asset Management
Germany
$159M -$62.4M -313,034 -29%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$158M -$1.59M -7,978 -1%
CGPCS
84
Capital Group Private Client Services
California
$156M -$13.8M -69,304 -8%
MG
85
Markel Group
Virginia
$143M +$1.89M +9,500 +1%
CP
86
Coho Partners
Pennsylvania
$142M -$15.2M -76,042 -10%
DZ Bank
87
DZ Bank
Germany
$138M +$7.68M +38,547 +6%
Aberdeen Group
88
Aberdeen Group
United Kingdom
$135M +$2.18M +10,954 +2%
AssetMark Inc
89
AssetMark Inc
California
$135M -$3.51M -17,624 -3%
Prudential Financial
90
Prudential Financial
New Jersey
$134M +$55.1M +276,448 +74%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$133M +$7.81M +39,197 +6%
CAM
92
Close Asset Management
United Kingdom
$129M +$8.72M +43,731 +7%
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
$125M +$2.87M +14,414 +2%
Mitsubishi UFJ Asset Management
94
Mitsubishi UFJ Asset Management
Japan
$125M +$19.5M +97,800 +19%
MGP
95
M&G plc
United Kingdom
$118M +$115M +574,531 New
Canada Life
96
Canada Life
Manitoba, Canada
$114M -$745K -3,740 -0.7%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$114M +$1.55M +7,794 +1%
EIP
98
Epoch Investment Partners
New York
$112M +$34.7M +174,062 +47%
Pictet Asset Management
99
Pictet Asset Management
Switzerland
$111M -$11.1M -55,836 -9%
DPAM
100
Degroof Petercam Asset Management
Belgium
$108M +$16.9M +84,975 +19%

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.