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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
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$105M -$522K -2,620 -0.5%
BFS
102
Bradley Foster & Sargent
Connecticut
$105M -$713K -3,578 -0.7%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$104M -$18.3M -91,729 -15%
IIP
104
Intermede Investment Partners
United Kingdom
$103M -$17.9M -89,865 -15%
JIC
105
Johnson Investment Counsel
Ohio
$97.9M -$1.01M -5,082 -1%
BNP Paribas Asset Management
106
BNP Paribas Asset Management
France
$96.6M -$63.6M -319,191 -40%
SG Americas Securities
107
SG Americas Securities
New York
$96.4M +$89.8M +450,709 +2,623%
BGCP
108
Bristol Gate Capital Partners
Ontario, Canada
$95.1M +$92.1M +461,884 New
Russell Investments Group
109
Russell Investments Group
United Kingdom
$94.5M -$23.4M -117,472 -20%
Lord, Abbett & Co
110
Lord, Abbett & Co
New Jersey
$93.9M
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$92.4M +$5.56M +27,917 +5%
CIM
112
CCLA Investment Management
United Kingdom
$91.9M +$23.1M +116,094 +35%
APG Asset Management
113
APG Asset Management
Netherlands
$91.5M +$3.87M +19,400 +4%
Millennium Management
114
Millennium Management
New York
$90.3M +$46.3M +232,098 +113%
BHIA
115
Birch Hill Investment Advisors
Massachusetts
$90.1M -$99.7K -500 -0.1%
Mariner
116
Mariner
Kansas
$88.6M +$2.3M +11,523 +3%
New York State Teachers Retirement System (NYSTRS)
117
New York State Teachers Retirement System (NYSTRS)
New York
$86.8M -$2.65M -13,294 -3%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$83.9M -$7.62M -38,243 -9%
RG
119
Rathbones Group
United Kingdom
$82.1M +$35.6M +178,726 +81%
Truist Financial
120
Truist Financial
North Carolina
$81M -$16.3M -81,780 -17%
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$80.4M -$18.6M -93,535 -19%
Adage Capital Partners
122
Adage Capital Partners
Massachusetts
$78.8M -$54.1M -271,400 -42%
Corient Private Wealth
123
Corient Private Wealth
Florida
$77.9M -$76.3M -382,954 -50%
Citigroup
124
Citigroup
New York
$76.8M -$12.6M -63,163 -14%
CIC
125
Crawford Investment Counsel
Georgia
$76.6M -$1.1M -5,496 -1%

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.