We are live on ! Find out more
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
ACM
1076
Advisors Capital Management
New Jersey
$288K +$278K +1,397 New
IC
1077
Inscription Capital
Texas
$287K -$3.99K -20 -1%
UB
1078
Umpqua Bank
Oregon
$287K +$278K +1,395 New
GWM
1079
Gitterman Wealth Management
New Jersey
$287K +$278K +1,393 New
FIM
1080
Fernwood Investment Management
Massachusetts
$285K +$36.3K +182 +15%
SIM
1081
Stratos Investment Management
Ohio
$283K +$10.8K +54 +4%
KFC
1082
Klingenstein Fields & Co
New York
$282K -$1.2K -6 -0.4%
FNT
1083
First Nebraska Trust
Nebraska
$281K +$31.3K +157 +13%
TC
1084
Trilogy Capital
California
$280K +$271K +1,360 New
PP
1085
Patron Partners
Texas
$279K -$16.5K -83 -6%
RHJA
1086
Rice Hall James & Associates
California
$278K
UB
1087
UMB Bank
Missouri
$278K +$996 +5 +0.4%
RMC
1088
Resources Management Corp
Connecticut
$276K -$19.9K -100 -7%
HCP
1089
Hexagon Capital Partners
Arkansas
$276K +$43.8K +220 +20%
FMII
1090
Farmers & Merchants Investments Inc
Nebraska
$276K
EW
1091
Evoke Wealth
California
$276K +$267K +1,338 New
VFA
1092
Voya Financial Advisors
Connecticut
$276K +$399 +2 +0.1%
SGI
1093
Summit Global Investments
Utah
$275K -$1.53M -7,669 -85%
DWM
1094
Drive Wealth Management
Utah
$275K -$5.58K -28 -2%
LAS
1095
Legacy Advisory Services
Pennsylvania
$274K +$996 +5 +0.4%
SW
1096
SlateStone Wealth
Florida
$273K +$28.9K +145 +12%
AP
1097
Appleton Partners
Massachusetts
$272K -$27.1K -136 -9%
GS
1098
GTS Securities
New York
$272K -$1.59M -7,973 -86%
GFL
1099
Granite FO LLC
New Hampshire
$271K
NL
1100
NWAM LLC
Washington
$270K -$797 -4 -0.3%

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.