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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
SP
1126
Stablepoint Partners
Massachusetts
$252K +$244K +1,222 New
IGWM
1127
ICA Group Wealth Management
Colorado
$252K -$996 -5 -0.4%
PL
1128
Parthenon LLC
Kentucky
$250K +$242K +1,213 New
MFIM
1129
Mesirow Financial Investment Management
Illinois
$250K -$1.79K -9 -0.7%
SIA
1130
Schear Investment Advisers
Ohio
$250K +$242K +1,212 New
NEPPG
1131
New England Professional Planning Group
Rhode Island
$249K -$399 -2 -0.2%
IAIM
1132
International Assets Investment Management
Florida
$249K -$2.99K -15 -1%
CPA
1133
Court Place Advisors
Maryland
$247K -$29.9K -150 -11%
NJBEST
1134
New Jersey Better Educational Savings Trust
New Jersey
$247K
PFA
1135
Pathway Financial Advisors
Vermont
$247K
RCAG
1136
Rehmann Capital Advisory Group
Michigan
$247K -$6.97K -35 -3%
PL
1137
Perpetual Ltd
Australia
$247K
GKWIM
1138
Gerber Kawasaki Wealth & Investment Management
California
$247K +$3.19K +16 +1%
ACP
1139
Aveo Capital Partners
Colorado
$246K +$247K +1,237 New
EHC
1140
Everett Harris & Co
California
$246K
SP
1141
Systematic Portfolios
New York
$245K +$237K +1,191 New
RPC
1142
Rossmore Private Capital
Connecticut
$243K
CMBA
1143
C.M. Bidwell & Associates
Hawaii
$243K -$399 -2 -0.2%
GWANC
1144
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$13.8K +69 +6%
RT
1145
Rockland Trust
Massachusetts
$242K -$15.5K -78 -6%
VC
1146
Vicus Capital
Pennsylvania
$241K +$233K +1,170 New
PP
1147
Paloma Partners
Connecticut
$240K -$195K -979 -46%
MIS
1148
Morningstar Investment Services
Illinois
$239K -$125K -628 -35%
HCM
1149
Hollencrest Capital Management
California
$239K
BIP
1150
Blueprint Investment Partners
North Carolina
$237K +$230K +1,152 New

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.