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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
OL
976
Optas LLC
Texas
$387K +$10.6K +53 +3%
GI
977
GLOBALT Investments
Georgia
$385K -$34.3K -172 -8%
SWM
978
SeaCrest Wealth Management
New York
$384K -$24.5K -123 -6%
LJHT
979
Laurie J. Hall Trustee
$383K
CA
980
Commerzbank Aktiengesellschaft
Germany
$382K +$118K +592 +47%
AHB
981
Abner Herrman & Brock
New Jersey
$381K -$3.99K -20 -1%
GC
982
Gilbert & Cook
Iowa
$380K -$1.59K -8 -0.4%
AF
983
Advisornet Financial
Minnesota
$380K +$13.6K +68 +4%
AFG
984
Atomi Financial Group
New York
$380K +$52.2K +262 +17%
WCA
985
Westover Capital Advisors
Delaware
$380K
SWA
986
SOA Wealth Advisors
New York
$377K +$399 +2 +0.1%
PDL
987
Portfolio Design Labs
California
$377K -$818K -4,106 -69%
CT
988
Cambridge Trust
Massachusetts
$376K -$16.1K -81 -4%
HI
989
Humankind Investments
New York
$376K +$23.7K +119 +7%
JHP
990
James Hambro & Partners
United Kingdom
$374K -$165K -826 -31%
CWM
991
Cahaba Wealth Management
Georgia
$373K +$199 +1 +0.1%
NPF
992
Norris Perne & French
Michigan
$371K +$9.17K +46 +3%
DA
993
Dillon & Associates
Michigan
$371K +$59.8K +300 +20%
LGWM
994
Litman Gregory Wealth Management
California
$371K
EH
995
Equitable Holdings
New York
$371K +$359K +1,799 New
CSWM
996
Cassady Schiller Wealth Management
Ohio
$370K
TWP
997
Tyche Wealth Partners
Texas
$370K -$262K -1,313 -42%
AA
998
Apriem Advisors
California
$368K +$356K +1,786 New
UFF
999
USA Financial Formulas
Michigan
$366K -$1.23M -6,150 -78%
NHT
1000
New Hampshire Trust
New Hampshire
$366K

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.