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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
ML
1001
Mayport LLC
Massachusetts
$364K +$352K +1,768 New
RFN
1002
RDA Financial Network
Iowa
$363K +$10.6K +53 +3%
IAS
1003
Insigneo Advisory Services
Florida
$362K +$31.3K +157 +10%
MC
1004
Moors & Cabot
Massachusetts
$360K -$56.6K -284 -14%
IAA
1005
Independent Advisor Alliance
North Carolina
$359K +$11.8K +59 +4%
SCM
1006
Stevens Capital Management
Pennsylvania
$357K -$1.24M -6,226 -78%
CCP
1007
Clarkston Capital Partners
Michigan
$355K
LAM
1008
L2 Asset Management
Massachusetts
$353K +$23.9K +120 +8%
KC
1009
Kinloch Capital
Virginia
$352K +$5.58K +28 +2%
DWA
1010
Douglass Winthrop Advisors
New York
$352K +$101K +508 +42%
JFL
1011
Jarislowsky, Fraser Ltd
Quebec, Canada
$350K
MA
1012
MCF Advisors
Kentucky
$350K +$996 +5 +0.3%
EL
1013
EWA LLC
Pennsylvania
$349K +$1.79K +9 +0.5%
SWP
1014
Strategic Wealth Partners
Ohio
$347K +$22.5K +113 +7%
MPPW
1015
Mitchell & Pahl Private Wealth
Oklahoma
$346K -$14.2K -71 -4%
EWA
1016
EP Wealth Advisors
California
$342K -$8.97K -45 -3%
TCWA
1017
Turtle Creek Wealth Advisors
Texas
$338K +$236K +1,185 +259%
MWA
1018
Meridian Wealth Advisors
Texas
$337K +$399 +2 +0.1%
M
1019
MOTCO
Texas
$337K +$325K +1,632 +40,800%
IDBONY
1020
Israel Discount Bank of New York
New York
$336K -$95.1K -477 -23%
PPC
1021
Park Place Capital
Alabama
$336K -$17.7K -89 -5%
DWM
1022
Dechtman Wealth Management
Colorado
$335K +$399 +2 +0.1%
PMFA
1023
Plante Moran Financial Advisors
Michigan
$334K -$1.59K -8 -0.5%
IP
1024
Investment Partners
Ohio
$333K +$399 +2 +0.1%
FHA
1025
Flagship Harbor Advisors
Massachusetts
$332K +$1.59K +8 +0.5%

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.