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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
FWA
1126
FSM Wealth Advisors
Ohio
$309K +$22.4K +101 +8%
DWP
1127
Daymark Wealth Partners
Ohio
$307K -$92.6K -417 -23%
MPI
1128
Mairs & Power Inc
Minnesota
$307K +$7.99K +36 +3%
KFC
1129
Klingenstein Fields & Co
New York
$306K
PCM
1130
Pointe Capital Management
Michigan
$306K +$27.5K +124 +10%
PWMG
1131
Prestige Wealth Management Group
New Jersey
$305K -$276K -1,244 -48%
OP
1132
ORG Partners
Indiana
$304K -$14.4K -65 -5%
MW
1133
Marcum Wealth
Ohio
$304K -$51.1K -230 -14%
TWP
1134
Tyche Wealth Partners
Texas
$303K
WA
1135
Waverly Advisors
Alabama
$302K -$5.11K -23 -2%
EHC
1136
Everett Harris & Co
California
$302K
FOA
1137
Five Oceans Advisors
California
$302K +$301K +1,354 New
HCM
1138
Hollencrest Capital Management
California
$302K +$43.1K +194 +17%
CPA
1139
Court Place Advisors
Maryland
$301K
RHJA
1140
Rice Hall James & Associates
California
$301K
GAB
1141
German American Bancorp
Indiana
$300K -$19.5K -88 -6%
BB
1142
Busey Bank
Illinois
$299K +$2.66K +12 +0.9%
TCM
1143
Tuttle Capital Management
Connecticut
$299K +$38.6K +174 +15%
LAS
1144
Legacy Advisory Services
Pennsylvania
$299K +$1.11K +5 +0.4%
FMII
1145
Farmers & Merchants Investments Inc
Nebraska
$298K
NED
1146
Nancy E. Dempze
$297K -$15.5K -70 -5%
RMC
1147
Resources Management Corp
Connecticut
$296K
CA
1148
Claro Advisors
Massachusetts
$292K +$291K +1,310 New
HB
1149
HTLF Bank
Colorado
$290K -$66.6K -300 -19%
OL
1150
OneFund LLC
Florida
$288K +$1.33K +6 +0.5%

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.