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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
CAM
976
Congress Asset Management
Massachusetts
$466K
BCM
977
Brookstone Capital Management
Illinois
$464K +$7.55K +34 +2%
EH
978
Equitable Holdings
New York
$462K +$33.5K +151 +8%
GFP
979
Gryphon Financial Partners
Ohio
$462K +$84.4K +380 +22%
TL
980
Tradewinds LLC
North Carolina
$461K -$2.44K -11 -0.5%
SSWM
981
Smith Salley Wealth Management
North Carolina
$461K -$2.22K -10 -0.5%
SQA
982
Simon Quick Advisors
New Jersey
$460K +$52.2K +235 +13%
GEM
983
Global Endowment Management
North Carolina
$459K +$457K +2,059 New
KP
984
Keel Point
Alabama
$459K -$1.11K -5 -0.2%
CAC
985
Core Alternative Capital
Georgia
$459K
AWM
986
Avior Wealth Management
Nebraska
$454K +$1.78K +8 +0.4%
SWP
987
Strategic Wealth Partners
Ohio
$454K +$32.6K +147 +8%
MIM
988
Merrion Investment Management
New Jersey
$453K
TSS
989
Two Sigma Securities
New York
$453K -$289K -1,302 -39%
GWA
990
Gratus Wealth Advisors
Virginia
$453K
MWM
991
Mosley Wealth Management
California
$452K
MFA
992
Mayflower Financial Advisors
Massachusetts
$449K +$8.21K +37 +2%
KCM
993
Kornitzer Capital Management
Kansas
$446K +$222K +1,000 +100%
SCI
994
S&CO Inc
Massachusetts
$446K
FMLI
995
Fukoku Mutual Life Insurance
Japan
$443K
PVI
996
Pine Valley Investments
New Jersey
$443K -$35.3K -159 -7%
KCM
997
Kanawha Capital Management
Virginia
$437K -$9.54K -43 -2%
WCM
998
Wallace Capital Management
Texas
$437K
LAM
999
L2 Asset Management
Massachusetts
$435K +$14.7K +66 +3%
BEAM
1000
Baker Ellis Asset Management
Washington
$435K +$74.6K +336 +21%

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.