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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
EBA
1251
Eagle Bay Advisors
New York
$94.3K +$3.39K +17 +4%
JGIA
1252
Jackson Grant Investment Advisers
Connecticut
$93.3K +$399 +2 +0.4%
ICM
1253
Islay Capital Management
Texas
$92.7K
CPBTD
1254
Central Pacific Bank - Trust Division
Hawaii
$91.8K +$89.7K +450 New
HDIM
1255
Hanson & Doremus Investment Management
Vermont
$90K +$14.9K +75 +21%
PAI
1256
Pittenger & Anderson Inc
Nebraska
$88.4K
KA
1257
Kozak & Associates
Colorado
$87.1K +$11.4K +57 +16%
MSWM
1258
Mowery & Schoenfeld Wealth Management
Illinois
$85.1K +$70.8K +355 +612%
BSC
1259
Brown Shipley & Co
United Kingdom
$84.8K -$173K -868 -68%
DFA
1260
DHJJ Financial Advisors
Illinois
$84.5K
VIA
1261
Virtus Investment Advisers
Connecticut
$83.2K -$8.57K -43 -10%
MCM
1262
MV Capital Management
Maryland
$82K +$1.4K +7 +2%
BCMLT
1263
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K +$14.3K +72 +22%
AA
1264
Ancora Advisors
Ohio
$81.4K
VCM
1265
Versant Capital Management
Arizona
$79.1K -$1.59K -8 -2%
TCOV
1266
Trust Company of Vermont
Vermont
$78.7K +$29.7K +149 +64%
TFIPS
1267
Towarzystwo Funduszy Inwestycyjnych PZU SA
$78.3K
SCA
1268
Stuart Chaussee & Associates
California
$77K
WIA
1269
Wetzel Investment Advisors
Indiana
$76.5K -$797 -4 -1%
SCM
1270
Silvant Capital Management
Georgia
$73.7K
DWA
1271
Dougherty Wealth Advisers
Minnesota
$73.1K -$17.5K -88 -20%
HWA
1272
Heritage Wealth Advisors
Virginia
$70.2K
GWM
1273
Geneos Wealth Management
Colorado
$69K -$1.59K -8 -2%
TFA
1274
Transamerica Financial Advisors
Florida
$69K -$254K -1,273 -79%
QC
1275
Quent Capital
New York
$68.2K +$9.17K +46 +16%

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.