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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
FIC
1226
Family Investment Center
Missouri
$234K
NCFG
1227
New Century Financial Group
New Jersey
$233K +$18.2K +82 +9%
COCM
1228
Charter Oak Capital Management
New Hampshire
$233K
HCM
1229
HMS Capital Management
Tennessee
$233K
ABC
1230
Associated Banc-Corp
Wisconsin
$232K +$231K +1,042 New
ARC
1231
Advisor Resource Council
Texas
$232K +$231K +1,039 New
HB
1232
Horizon Bancorp
Indiana
$229K +$3.33K +15 +1%
OWP
1233
Obermeyer Wealth Partners
Colorado
$228K
CCA
1234
Childress Capital Advisors
Texas
$228K +$1.78K +8 +0.8%
BCG
1235
BayBridge Capital Group
California
$228K +$888 +4 +0.4%
MIC
1236
Means Investment Company
Maine
$228K +$222 +1 +0.1%
FTIS
1237
First Trust Investment Solutions
Florida
$227K +$226K +1,019 New
KWA
1238
Kingswood Wealth Advisors
California
$227K +$226K +1,019 New
APA
1239
Astoria Portfolio Advisors
New York
$227K -$888 -4 -0.4%
RPSA
1240
Richard P. Slaughter Associates
Texas
$226K +$2.89K +13 +1%
DCM
1241
Dudley Capital Management
Virginia
$225K
MAG
1242
Members Advisory Group
New York
$225K +$888 +4 +0.4%
AFT
1243
Alpha Family Trust
California
$224K
CW
1244
Code Waechter
Florida
$224K +$223K +1,003 New
FWP
1245
FAS Wealth Partners
Kansas
$224K +$444 +2 +0.2%
BA
1246
Bluesphere Advisors
Pennsylvania
$223K
RWRC
1247
R.W. Roge & Company
New York
$223K
NCTC
1248
New Covenant Trust Company
Indiana
$223K +$221K +994 New
PSP
1249
Principal Street Partners
Tennessee
$222K
WDC
1250
Woodward Diversified Capital
California
$222K +$7.33K +33 +3%

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.