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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
OL
1001
Optas LLC
Texas
$433K +$12.9K +58 +3%
EB
1002
Eastern Bank
Massachusetts
$433K +$431K +1,942 New
WCWM
1003
Willow Creek Wealth Management
California
$433K
CFG
1004
CKW Financial Group
Hawaii
$432K +$666 +3 +0.2%
BC
1005
Bridgefront Capital
Texas
$432K +$145K +654 +51%
CCG
1006
Cypress Capital Group
Florida
$428K +$5.33K +24 +1%
ECM
1007
Evergreen Capital Management
Washington
$427K +$26.9K +121 +7%
AIA
1008
Alera Investment Advisors
Illinois
$426K -$16.9K -76 -4%
RBC
1009
Roble Belko & Company
Pennsylvania
$426K
SWM
1010
SeaCrest Wealth Management
New York
$422K +$2.44K +11 +0.6%
AWM
1011
Aprio Wealth Management
Georgia
$422K +$30.9K +139 +8%
APW
1012
Acima Private Wealth
Virginia
$420K
Jones Financial Companies
1013
Jones Financial Companies
Missouri
$419K +$141K +635 +51%
SIA
1014
Schear Investment Advisers
Ohio
$415K +$95K +428 +30%
LJHT
1015
Laurie J. Hall Trustee
$415K
TCWA
1016
Turtle Creek Wealth Advisors
Texas
$414K +$12K +54 +3%
HWMO
1017
Heritage Wealth Management (Ohio)
Ohio
$413K
AHB
1018
Abner Herrman & Brock
New Jersey
$413K
TWA
1019
TCI Wealth Advisors
Arizona
$413K +$57K +257 +16%
GC
1020
Gilbert & Cook
Iowa
$412K
WCA
1021
Westover Capital Advisors
Delaware
$411K
MWM
1022
Modera Wealth Management
New Jersey
$410K -$7.55K -34 -2%
PA
1023
Prossimo Advisors
California
$408K +$21.1K +95 +5%
M
1024
MOTCO
Texas
$408K +$15.8K +71 +4%
GI
1025
GLOBALT Investments
Georgia
$407K -$1.78K -8 -0.4%

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.