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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
AWM
1076
Angeles Wealth Management
California
$354K +$14.4K +65 +4%
TTWM
1077
TCV Trust & Wealth Management
Virginia
$354K
CM
1078
Capital Management
Virginia
$352K
SGWM
1079
Sterling Group Wealth Management
California
$351K
SW
1080
SlateStone Wealth
Florida
$351K +$444 +2 +0.1%
CFO
1081
Callan Family Office
Pennsylvania
$351K +$43.1K +194 +14%
FCG
1082
Fielder Capital Group
Tennessee
$347K
VC
1083
Veracity Capital
Georgia
$345K +$7.1K +32 +2%
DA
1084
Detalus Advisors
Missouri
$344K
B
1085
Bailard
California
$343K +$1.55K +7 +0.5%
SGI
1086
Summit Global Investments
Utah
$342K +$46.2K +208 +16%
SFP
1087
Sweet Financial Partners
Minnesota
$342K -$250K -1,127 -42%
MPPW
1088
Mitchell & Pahl Private Wealth
Oklahoma
$341K -$5.99K -27 -2%
RT
1089
Rockland Trust
Massachusetts
$340K -$107K -481 -24%
OFS
1090
OneAscent Financial Services
Alabama
$338K +$337K +1,517 New
NFC
1091
Northeast Financial Consultants
Connecticut
$338K +$3.11K +14 +0.9%
VC
1092
Vicus Capital
Pennsylvania
$337K +$50.2K +226 +18%
CCMG
1093
Clark Capital Management Group
Pennsylvania
$336K -$18.9K -85 -5%
CFM
1094
Catalyst Funds Management
Australia
$335K +$311K +1,400 +1,400%
DMBA
1095
Deseret Mutual Benefit Administrators
Utah
$333K -$14.4K -65 -4%
IAS
1096
Insigneo Advisory Services
Florida
$331K -$86.3K -389 -21%
BCG
1097
Breakwater Capital Group
New Jersey
$331K +$9.99K +45 +3%
IC
1098
Iconiq Capital
California
$329K +$327K +1,474 New
UB
1099
UMB Bank
Missouri
$328K -$12.4K -56 -4%
LC
1100
Lindbrook Capital
California
$327K +$7.33K +33 +2%

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.