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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
WPP
1176
Whalerock Point Partners
Rhode Island
$219K
DWM
1177
Destination Wealth Management
California
$218K -$5.18K -26 -2%
COCM
1178
Charter Oak Capital Management
New Hampshire
$216K +$209K +1,050 New
PCA
1179
Pallas Capital Advisors
Massachusetts
$216K +$209K +1,049 New
FIC
1180
Family Investment Center
Missouri
$216K +$209K +1,047 New
HCM
1181
HMS Capital Management
Tennessee
$215K +$208K +1,043 New
WF
1182
Wayfinding Financial
Washington
$213K -$8.17K -41 -4%
GBT
1183
Grove Bank & Trust
Florida
$213K
WSTAM
1184
Wilbanks Smith & Thomas Asset Management
Virginia
$212K -$30.3K -152 -13%
BONST
1185
Bank of Nova Scotia Trust
Ontario, Canada
$212K +$205K +1,029 New
PCH
1186
PGIM Custom Harvest
New Jersey
$211K +$204K +1,025 New
OWP
1187
Obermeyer Wealth Partners
Colorado
$211K +$204K +1,024 New
VCM
1188
Virtue Capital Management
Tennessee
$211K -$121K -606 -36%
ST
1189
Sabal Trust
Florida
$210K +$203K +1,021 New
SB
1190
Sunflower Bank
Texas
$210K +$203K +1,020 New
MIC
1191
Means Investment Company
Maine
$210K +$203K +1,019 New
APA
1192
Astoria Portfolio Advisors
New York
$210K +$212K +1,063 New
CT
1193
Colonial Trust
South Carolina
$209K -$37.3K -187 -16%
ALAM
1194
Asahi Life Asset Management
Japan
$208K +$201K +1,010 New
HI
1195
Harbour Investments
Wisconsin
$208K +$20.5K +103 +11%
RP
1196
Riverwater Partners
Wisconsin
$208K +$201K +1,008 New
VCA
1197
Verdence Capital Advisors
Maryland
$207K +$201K +1,007 New
MSWM
1198
McGlone Suttner Wealth Management
Wisconsin
$207K +$4.98K +25 +3%
AFT
1199
Alpha Family Trust
California
$207K +$200K +1,005 New
PWP
1200
PrairieView Wealth Partners
Illinois
$207K +$200K +1,003 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.