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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
SWA
1151
Stratos Wealth Advisors
Ohio
$287K
Walleye Trading
1152
Walleye Trading
New York
$287K -$1.64M -7,390 -85%
TCMP
1153
Thrive Capital Management (Pennsylvania)
Pennsylvania
$287K +$222 +1 +0.1%
SFS
1154
Stiles Financial Services
Minnesota
$287K -$18K -81 -6%
NL
1155
NWAM LLC
Washington
$287K -$222 -1 -0.1%
VC
1156
Vestor Capital
Illinois
$286K
IP
1157
Ignite Planners
California
$286K +$3.55K +16 +1%
NPA
1158
Nichols & Pratt Advisers
Massachusetts
$285K
GWM
1159
Geneos Wealth Management
Colorado
$285K +$210K +948 +288%
SAG
1160
SageView Advisory Group
California
$285K -$745K -3,356 -72%
CA
1161
Continuum Advisory
Idaho
$282K +$104K +470 +59%
SC
1162
Sapient Capital
Indiana
$281K +$2.22K +10 +0.8%
PCM
1163
Prelude Capital Management
New York
$281K +$279K +1,258 New
TFCP
1164
Twin Focus Capital Partners
Massachusetts
$280K
RCA
1165
Resonant Capital Advisors
Wisconsin
$279K +$31.5K +142 +13%
CWG
1166
Cornerstone Wealth Group
North Carolina
$279K +$8.88K +40 +3%
BFWA
1167
Benchmark Financial Wealth Advisors
Florida
$279K +$277K +1,249 New
VCA
1168
Verdence Capital Advisors
Maryland
$278K +$47.9K +216 +21%
TC
1169
Trilogy Capital
California
$278K -$26K -117 -9%
APW
1170
Austin Private Wealth
Texas
$276K +$8.44K +38 +3%
BI
1171
Ballast Inc
Kentucky
$275K -$5.55K -25 -2%
PCA
1172
Pallas Capital Advisors
Massachusetts
$274K +$8.66K +39 +3%
SMG
1173
Smart Money Group
Texas
$273K +$278K +1,252 New
PPC
1174
Park Place Capital
Alabama
$272K -$41.7K -188 -13%
PL
1175
Parthenon LLC
Kentucky
$271K

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.