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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
HWA
1101
HCR Wealth Advisors
California
$327K
AA
1102
Alta Advisers
United Kingdom
$326K
JIC
1103
Joel Isaacson & Co
New York
$325K -$28.9K -130 -8%
SEIA
1104
Signature Estate & Investment Advisors
California
$324K +$23.5K +106 +8%
Fayez Sarofim & Co
1105
Fayez Sarofim & Co
Texas
$323K
CRI
1106
Colonial River Investments
Virginia
$323K +$321K +1,447 New
DWM
1107
Drive Wealth Management
Utah
$321K +$13.1K +59 +4%
MPM
1108
MBB Public Markets
Illinois
$321K -$7.38M -33,227 -96%
ESB
1109
Essex Savings Bank
Connecticut
$321K -$3.55K -16 -1%
BONH
1110
Bank of New Hampshire
New Hampshire
$320K -$66.6K -300 -17%
PP
1111
PFS Partners
New Jersey
$320K
MCCP
1112
Mission Creek Capital Partners
California
$320K +$318K +1,433 New
DI
1113
Diligent Investors
California
$318K
RA
1114
RFG Advisory
Alabama
$317K -$5.55K -25 -2%
NPP
1115
New Potomac Partners
Maryland
$317K
MLRA
1116
Main Line Retirement Advisors
Montana
$316K
UB
1117
Umpqua Bank
Oregon
$315K +$6.66K +30 +2%
IC
1118
Inscription Capital
Texas
$314K +$3.11K +14 +1%
BAM
1119
Blueshift Asset Management
New Jersey
$313K +$312K +1,405 New
FDCP
1120
Foster Dykema Cabot & Partners
Massachusetts
$313K +$74.4K +335 +31%
RCAG
1121
Rehmann Capital Advisory Group
Michigan
$312K +$1.55K +7 +0.5%
CH
1122
Cromwell Holdings
Wyoming
$310K
YIA
1123
YHB Investment Advisors
Connecticut
$310K +$13.3K +60 +5%
BBA
1124
Braun-Bostich & Associates
Pennsylvania
$310K +$26.9K +121 +10%
ACP
1125
Aveo Capital Partners
Colorado
$309K +$24.6K +111 +9%

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.