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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
FWIA
1101
Fort Washington Investment Advisors
Ohio
$269K +$3.79K +19 +1%
TPA
1102
Trivium Point Advisory
Connecticut
$269K +$261K +1,308 New
GWMR
1103
GC Wealth Management RIA
Massachusetts
$269K +$260K +1,305 New
AAS
1104
Ameritas Advisory Services
Nebraska
$268K -$164K -825 -38%
YIA
1105
YHB Investment Advisors
Connecticut
$268K -$4.98K -25 -2%
AA
1106
Alta Advisers
United Kingdom
$268K
A
1107
Allianz
Germany
$268K +$259K +1,300 New
ESB
1108
Essex Savings Bank
Connecticut
$268K
GLA
1109
Great Lakes Advisors
Illinois
$268K -$17.5K -88 -6%
TCMP
1110
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K +$199 +1 +0.1%
VC
1111
Vestor Capital
Illinois
$264K
NPA
1112
Nichols & Pratt Advisers
Massachusetts
$263K
FWA
1113
FSM Wealth Advisors
Ohio
$262K +$23.7K +119 +10%
WB
1114
WesBanco Bank
West Virginia
$262K -$46.6K -234 -16%
MW
1115
Marcum Wealth
Ohio
$261K +$20.3K +102 +9%
CGA
1116
Crescent Grove Advisors
Illinois
$260K +$251K +1,261 New
TFCP
1117
Twin Focus Capital Partners
Massachusetts
$258K
OL
1118
OneFund LLC
Florida
$258K -$7.77K -39 -3%
AHC
1119
Anderson Hoagland & Co
Missouri
$258K +$255K +1,280 New
NED
1120
Nancy E. Dempze
$257K
PCM
1121
Pointe Capital Management
Michigan
$257K
NCM
1122
Northside Capital Management
Oregon
$254K
IP
1123
Ignite Planners
California
$254K +$7.77K +39 +3%
SC
1124
Sapient Capital
Indiana
$253K -$34.9K -175 -12%
BI
1125
Ballast Inc
Kentucky
$253K

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.