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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
SB
1201
Sunflower Bank
Texas
$253K +$36.2K +163 +17%
BA
1202
Bridgewater Associates
Connecticut
$253K -$758K -3,415 -75%
OWM
1203
OneAscent Wealth Management
Alabama
$252K +$250K +1,128 New
APP
1204
Avantax Planning Partners
Iowa
$252K -$183K -825 -42%
GBT
1205
Grove Bank & Trust
Florida
$249K +$23.3K +105 +10%
RTC
1206
Riverview Trust Company
Washington
$249K +$1.33K +6 +0.5%
PWP
1207
Principle Wealth Partners
Connecticut
$249K +$36.8K +166 +17%
ECM
1208
EagleClaw Capital Management
Massachusetts
$249K -$33.3K -150 -12%
WCM
1209
WealthBridge Capital Management
Ohio
$248K +$247K +1,113 New
AWE
1210
Avidian Wealth Enterprises
Texas
$248K +$3.33K +15 +1%
WB
1211
WesBanco Bank
West Virginia
$247K -$8.66K -39 -3%
BMO
1212
Beck Mack & Oliver
New York
$245K -$4.44K -20 -2%
FH
1213
FWG Holdings
Florida
$245K
WMA
1214
Wealth Management Associates
New Jersey
$245K
Nomura Holdings
1215
Nomura Holdings
Japan
$245K -$1.34M -6,035 -85%
CBB
1216
Citizens Business Bank
California
$245K +$243K +1,096 New
BWP
1217
BSW Wealth Partners
Colorado
$242K +$11.8K +53 +5%
ASG
1218
Ariston Services Group
California
$242K
JWCA
1219
J.W. Cole Advisors
Florida
$241K -$1.55K -7 -0.6%
VFA
1220
Voya Financial Advisors
Connecticut
$237K -$60.4K -272 -20%
PWP
1221
PrairieView Wealth Partners
Illinois
$237K +$13.3K +60 +6%
MC
1222
Middleton & Co
Massachusetts
$236K
C
1223
CEDRUS
Colorado
$235K +$12.2K +55 +6%
PP
1224
Patron Partners
Texas
$234K -$44.2K -199 -16%
MAWA
1225
Moss Adams Wealth Advisors
Washington
$234K +$232K +1,047 New

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.