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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
NEPPG
1176
New England Professional Planning Group
Rhode Island
$270K
GKWIM
1177
Gerber Kawasaki Wealth & Investment Management
California
$270K +$2.89K +13 +1%
GLA
1178
Great Lakes Advisors
Illinois
$270K -$5.99K -27 -2%
FNT
1179
First Nebraska Trust
Nebraska
$269K
WPP
1180
Whalerock Point Partners
Rhode Island
$269K +$31.7K +143 +13%
GFL
1181
Granite FO LLC
New Hampshire
$268K
PFA
1182
Pathway Financial Advisors
Vermont
$268K
PL
1183
Perpetual Ltd
Australia
$268K
BCV
1184
Banque Cantonale Vaudoise
Switzerland
$267K -$442K -1,993 -62%
CMBA
1185
C.M. Bidwell & Associates
Hawaii
$265K +$2K +9 +0.8%
SW
1186
Simplicity Wealth
New Jersey
$265K -$6.67M -30,026 -96%
PFBT
1187
Parkside Financial Bank & Trust
Missouri
$265K +$6.66K +30 +3%
NCM
1188
Northside Capital Management
Oregon
$264K
HI
1189
Harbour Investments
Wisconsin
$264K -$8.44K -38 -3%
MSFS
1190
Main Street Financial Solutions
Pennsylvania
$263K -$191K -862 -42%
RPC
1191
Rossmore Private Capital
Connecticut
$260K
WS
1192
Wedbush Securities
California
$260K -$573K -2,581 -69%
DWM
1193
Destination Wealth Management
California
$259K +$41.7K +188 +19%
CPIG
1194
Chicago Partners Investment Group
Illinois
$258K +$257K +1,156 New
Fisher Asset Management
1195
Fisher Asset Management
Washington
$258K -$91.7K -413 -26%
TSWM
1196
Tyler-Stone Wealth Management
Ohio
$256K +$152K +685 +148%
SIA
1197
Soltis Investment Advisors
Utah
$255K +$12.9K +58 +5%
CT
1198
Colonial Trust
South Carolina
$255K -$7.77K -35 -3%
SCP
1199
Sivia Capital Partners
California
$254K +$666 +3 +0.3%
SW
1200
Schulz Wealth
Texas
$253K

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.