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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
SHIM
1301
Stone House Investment Management
Pennsylvania
$47K +$45.4K +228 New
JWA
1302
JFS Wealth Advisors
Pennsylvania
$46.6K -$8.77K -44 -16%
BC
1303
Belmont Capital
California
$46.3K +$44.8K +225 New
OIAM
1304
OFI Invest Asset Management
France
$45.6K +$14.2K +71 +42%
QL
1305
Quarry LP
New York
$44.9K -$14.7K -74 -25%
IFS
1306
Intelligent Financial Strategies
Minnesota
$44.5K +$43K +216 New
FUBT
1307
First United Bank & Trust
Maryland
$42.2K -$4.58K -23 -10%
CAL
1308
Capital Advisors Ltd
Ohio
$41K +$1.4K +7 +4%
BIA
1309
Bell Investment Advisors
California
$40.6K
RL
1310
Rogco LP
Oklahoma
$40.4K -$44.4K -223 -53%
CTA
1311
Colonial Trust Advisors
South Carolina
$40.2K +$11.6K +58 +42%
FFA
1312
Frazier Financial Advisors
Ohio
$40K +$399 +2 +1%
IFAM
1313
Institutional & Family Asset Management
Colorado
$38.9K -$199 -1 -0.5%
KC
1314
Kepos Capital
New York
$36K -$5.38K -27 -13%
DMIC
1315
Dixon Mitchell Investment Counsel
British Columbia, Canada
$35K +$33.9K +170 New
GKIM
1316
GW&K Investment Management
Massachusetts
$35K -$8.17K -41 -19%
C
1317
Covestor
United Kingdom
$35K -$399 -2 -1%
CH
1318
Canton Hathaway
Rhode Island
$34K
SOW
1319
State of Wyoming
Wyoming
$32.5K -$56.2K -282 -64%
CA
1320
CoreCap Advisors
Michigan
$32.5K +$31.5K +158 New
ACA
1321
Atlas Capital Advisors
Wyoming
$32.5K
TCM
1322
Tradewinds Capital Management
Washington
$30.9K -$9.96K -50 -25%
EWP
1323
Elevation Wealth Partners
California
$30.3K
Jones Financial Companies
1324
Jones Financial Companies
Missouri
$30.1K -$22.9K -115 -44%
CPG
1325
Cornerstone Planning Group
New Jersey
$29.3K -$5.58K -28 -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.