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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
MFA
1276
McClarren Financial Advisors
Pennsylvania
$68K
CSC
1277
Caldwell Sutter Capital
California
$68K +$6.97K +35 +12%
WB
1278
Webster Bank
Connecticut
$67.6K +$6.18K +31 +10%
AT
1279
Arlington Trust
Alabama
$67.4K -$2.19K -11 -3%
JWM
1280
Janiczek Wealth Management
Colorado
$66.5K +$4.58K +23 +8%
TIM
1281
Tortoise Investment Management
New York
$64.3K +$199 +1 +0.3%
GAA
1282
Global Assets Advisory
Florida
$64K +$2.6M +13,049 New
HWM
1283
HighMark Wealth Management
Minnesota
$63.3K
CCC
1284
Chelsea Counsel Company
California
$61.8K -$39.9K -200 -40%
LCM
1285
Logan Capital Management
Pennsylvania
$61.4K
GPI
1286
General Partner Inc
Pennsylvania
$61.4K +$59.4K +298 New
JFGIW
1287
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$59.7K
TCA
1288
Trifecta Capital Advisors
Illinois
$59.5K
DF
1289
Dunhill Financial
United Kingdom
$59K +$996 +5 +2%
PCTC
1290
Perkins Coie Trust Company
Washington
$58.9K -$1.79K -9 -3%
EC
1291
EntryPoint Capital
New York
$57.3K -$35.1K -176 -39%
DCP
1292
DSM Capital Partners
Florida
$56.4K -$19.5K -98 -26%
FMP
1293
Financial Management Professionals
Texas
$54K -$6.18K -31 -11%
GEA
1294
Glen Eagle Advisors
New Jersey
$52.1K -$34.3K -172 -40%
RA
1295
Rise Advisors
New York
$51.5K +$49.8K +250 New
OA
1296
Operose Advisors
Wisconsin
$49.4K
SC
1297
SouthState Corp
Florida
$48.6K +$5.38K +27 +13%
Loomis, Sayles & Company
1298
Loomis, Sayles & Company
Massachusetts
$48K -$30.5K -153 -40%
NRG
1299
Nemes Rush Group
Michigan
$47.6K
CAL
1300
Capital Analysts LLC
Pennsylvania
$47K +$15.9K +80 +53%

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.