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
IBOK
1226
Independence Bank of Kentucky
Kentucky
$152K +$8.77K +44 +6%
BGAI
1227
Bruce G. Allen Investments
Colorado
$145K +$13.2K +66 +10%
GI
1228
Gradient Investments
Minnesota
$143K -$54.8K -275 -28%
WTA
1229
Washington Trust Advisors
Massachusetts
$141K
AGWCA
1230
Annis Gardner Whiting Capital Advisors
Florida
$140K +$71.7K +360 +113%
RCM
1231
Raleigh Capital Management
North Carolina
$133K +$28.1K +141 +28%
MHR
1232
Matthew Hamilton Rosenberg
$131K
NS
1233
NBC Securities
Alabama
$128K +$3.59K +18 +3%
TF
1234
Tompkins Financial
New York
$127K -$49.8K -250 -29%
HFM
1235
Harvest Fund Management
China
$125K -$80.3K -403 -40%
AA
1236
Addison Advisors
Vermont
$123K
BWL
1237
Bogart Wealth LLC
Virginia
$122K -$7.17K -36 -6%
RIL
1238
Rothschild Investment LLC
Illinois
$122K -$11K -55 -9%
TSWM
1239
Tyler-Stone Wealth Management
Ohio
$114K -$2.99K -15 -3%
AAG
1240
Armstrong Advisory Group
Massachusetts
$106K
NECFA
1241
New England Capital Financial Advisors
Connecticut
$106K -$5.78K -29 -5%
SL
1242
Salomon & Ludwin
Virginia
$105K
DWM
1243
Dogwood Wealth Management
Kansas
$103K +$19.7K +99 +25%
USB
1244
Union Savings Bank
Connecticut
$103K
CA
1245
Continuum Advisory
Idaho
$102K -$222K -1,114 -69%
FHA
1246
First Horizon Advisors
Tennessee
$102K -$3.79K -19 -4%
SSB
1247
Sandy Spring Bank
Maryland
$102K +$31.9K +160 +48%
MME
1248
Meag Munich Ergo
Germany
$102K -$1.26M -6,319 -93%
HIA
1249
Harbor Investment Advisory
Maryland
$96.8K +$8.57K +43 +10%
HNB
1250
Hilltop National Bank
Wyoming
$96.4K +$93.3K +468 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.