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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
P
1051
&Partners
Tennessee
$311K +$301K +1,512 New
PWMG
1052
Prestige Wealth Management Group
New Jersey
$311K -$307K -1,541 -51%
MG
1053
Mather Group
Illinois
$309K -$44.6K -224 -12%
LSA
1054
Leonteq Securities AG
Switzerland
$307K -$87.7K -440 -23%
MRWM
1055
ML&R Wealth Management
Texas
$303K
HWA
1056
HCR Wealth Advisors
California
$302K -$14.7K -74 -5%
CTC
1057
Central Trust Company
Missouri
$302K +$3.39K +17 +1%
JIC
1058
Joel Isaacson & Co
New York
$302K +$25.9K +130 +10%
CBFP
1059
Cedar Brook Financial Partners
Ohio
$301K +$6.78K +34 +2%
BB
1060
Busey Bank
Illinois
$301K -$76.1K -382 -21%
PSP
1061
Principal Street Partners
Tennessee
$301K +$292K +1,463 New
Fayez Sarofim & Co
1062
Fayez Sarofim & Co
Texas
$299K
KP
1063
Keel Point
Alabama
$297K +$29.5K +148 +11%
PFS
1064
Prospera Financial Services
Texas
$297K +$11.8K +59 +4%
FPAS
1065
Focus Partners Advisor Solutions
Missouri
$297K +$287K +1,439 New
BCG
1066
Breakwater Capital Group
New Jersey
$296K +$287K +1,438 New
PP
1067
PFS Partners
New Jersey
$295K
DI
1068
Diligent Investors
California
$294K
NPP
1069
New Potomac Partners
Maryland
$293K
CFP
1070
Catalyst Financial Partners
Massachusetts
$292K +$14.2K +71 +5%
MLRA
1071
Main Line Retirement Advisors
Montana
$292K +$41.5K +208 +17%
ECM
1072
EagleClaw Capital Management
Massachusetts
$291K -$49.6K -249 -15%
WWS
1073
Wellington Wealth Strategies
Indiana
$291K +$282K +1,414 New
BEAM
1074
Baker Ellis Asset Management
Washington
$291K +$281K +1,412 New
CWP
1075
Capital Wealth Planning
Florida
$288K

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.