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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
MSFP
1026
Mark Sheptoff Financial Planning
Connecticut
$331K
EA
1027
Everpar Advisors
Oklahoma
$331K -$142K -712 -31%
PHAM
1028
Palisades Hudson Asset Management
Florida
$331K
Kovitz Investment Group Partners
1029
Kovitz Investment Group Partners
Illinois
$331K +$320K +1,605 New
HB
1030
HTLF Bank
Colorado
$330K +$26.7K +134 +9%
TTWM
1031
TCV Trust & Wealth Management
Virginia
$326K
RA
1032
RFG Advisory
Alabama
$326K +$48.4K +243 +18%
FAFN
1033
First Affirmative Financial Network
Colorado
$326K +$74.9K +376 +31%
CM
1034
Capital Management
Virginia
$325K
CAM
1035
Carret Asset Management
New York
$325K
RMDI
1036
R.M. Davis Inc
Maine
$323K -$61.4K -308 -16%
DMBA
1037
Deseret Mutual Benefit Administrators
Utah
$321K -$61.4K -308 -17%
VC
1038
Veracity Capital
Georgia
$321K +$8.57K +43 +3%
CA
1039
Cornerstone Advisory
Maryland
$320K +$10.6K +53 +4%
FCG
1040
Fielder Capital Group
Tennessee
$319K +$309K +1,551 New
ACC
1041
Acorn Creek Capital
Colorado
$319K +$5.98K +30 +2%
MCM
1042
Mattern Capital Management
Colorado
$318K +$307K +1,542 New
DA
1043
Detalus Advisors
Missouri
$317K
B
1044
Bailard
California
$316K -$3.79K -19 -1%
NFG
1045
Nations Financial Group
Iowa
$316K -$3.19K -16 -1%
LC
1046
Lindbrook Capital
California
$316K -$30.3K -152 -9%
FFP
1047
FourThought Financial Partners
Florida
$314K +$16.3K +82 +6%
JWWM
1048
Johnson & White Wealth Management
Pennsylvania
$313K
ECM
1049
Evergreen Capital Management
Washington
$312K +$20.5K +103 +7%
SFS
1050
Stiles Financial Services
Minnesota
$312K -$19.3K -97 -6%

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.