We are live on ! Find out more
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
RWRC
1201
R.W. Roge & Company
New York
$206K +$199K +1,000 New
BA
1202
Bluesphere Advisors
Pennsylvania
$206K +$199K +1,000 New
KCM
1203
Kornitzer Capital Management
Kansas
$206K +$199K +1,000 New
MAG
1204
Members Advisory Group
New York
$206K +$199K +1,000 New
RPSA
1205
Richard P. Slaughter Associates
Texas
$206K +$199K +1,000 New
DCM
1206
Dudley Capital Management
Virginia
$206K +$201K +1,010 New
FWP
1207
FAS Wealth Partners
Kansas
$206K +$199K +998 New
BWP
1208
BSW Wealth Partners
Colorado
$205K -$13.6K -68 -6%
KC
1209
Kingfisher Capital
North Carolina
$205K +$198K +995 New
SIA
1210
Soltis Investment Advisors
Utah
$205K +$198K +993 New
SFG
1211
Summit Financial Group
West Virginia
$205K +$198K +993 New
BCG
1212
BayBridge Capital Group
California
$204K +$202K +1,015 New
ABC
1213
Associated Banc-Corp
Wisconsin
$203K +$197K +986 New
RPWA
1214
Regent Peak Wealth Advisors
Georgia
$202K +$195K +980 New
WA
1215
Wealthstream Advisors
New York
$202K -$88.9K -446 -31%
FCM
1216
Fourpath Capital Management
Oklahoma
$202K +$195K +979 New
FH
1217
FWG Holdings
Florida
$202K +$196K +984 New
NCTC
1218
New Covenant Trust Company
Indiana
$187K +$181K +906 New
CFO
1219
CVA Family Office
Colorado
$186K -$1.59K -8 -0.9%
BWP
1220
Baldwin Wealth Partners
Massachusetts
$180K
CCM
1221
Chilton Capital Management
Texas
$177K +$6.18K +31 +4%
ANBT
1222
American National Bank & Trust
Texas
$176K +$161K +808 +1,757%
KFS
1223
Kelly Financial Services
Massachusetts
$170K +$598 +3 +0.4%
DJSG
1224
D.J. St. Germain
Massachusetts
$165K
HB
1225
Horizon Bancorp
Indiana
$164K +$29.7K +149 +23%

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.