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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
APW
1151
Austin Private Wealth
Texas
$237K +$232K +1,166 New
JWCA
1152
J.W. Cole Advisors
Florida
$237K +$229K +1,149 New
LS
1153
Livforsakringsbolaget Skandia
Sweden
$236K
LFG
1154
Lockerman Financial Group
California
$234K +$227K +1,138 New
SCP
1155
Sivia Capital Partners
California
$234K +$399 +2 +0.2%
SW
1156
Schulz Wealth
Texas
$234K
PFBT
1157
Parkside Financial Bank & Trust
Missouri
$233K +$14.5K +73 +7%
WMA
1158
Wealth Management Associates
New Jersey
$232K -$16.3K -82 -7%
CWG
1159
Cornerstone Wealth Group
North Carolina
$231K +$224K +1,123 New
BMO
1160
Beck Mack & Oliver
New York
$231K
MWM
1161
Meridian Wealth Management
Kentucky
$230K +$2.79K +14 +1%
DWP
1162
Daymark Wealth Partners
Ohio
$230K +$222K +1,116 New
MC
1163
Middleton & Co
Massachusetts
$229K
RTC
1164
Riverview Trust Company
Washington
$229K
BA
1165
Bristlecone Advisors
Washington
$228K
WA
1166
Waverly Advisors
Alabama
$228K
MYIA
1167
Mount Yale Investment Advisors
Colorado
$227K -$103K -517 -32%
AIA
1168
Angeles Investment Advisors
California
$227K +$219K +1,100 New
NC
1169
nVerses Capital
Florida
$227K +$219K +1,100 New
ASG
1170
Ariston Services Group
California
$223K -$3.59K -18 -2%
SQA
1171
Simon Quick Advisors
New Jersey
$222K +$215K +1,080 New
GC
1172
Garde Capital
Washington
$222K -$83.3K -418 -28%
GFP
1173
Gryphon Financial Partners
Ohio
$221K -$10.8K -54 -5%
MPM
1174
MBB Public Markets
Illinois
$220K +$213K +1,070 New
FDCP
1175
Foster Dykema Cabot & Partners
Massachusetts
$220K

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.