We are live on ! Find out more
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
PPA
1301
Painted Porch Advisors
California
$135K
BWL
1302
Bogart Wealth LLC
Virginia
$130K
ATS
1303
Ashton Thomas Securities
New York
$126K +$125K +563 New
AAG
1304
Armstrong Advisory Group
Massachusetts
$125K
WTA
1305
Washington Trust Advisors
Massachusetts
$123K -$20.6K -93 -14%
VCM
1306
Versant Capital Management
Arizona
$121K +$13.5K +61 +13%
FHA
1307
First Horizon Advisors
Tennessee
$117K -$9.99K -45 -8%
FCM
1308
Fourpath Capital Management
Oklahoma
$115K -$109K -491 -49%
AIM
1309
Anchor Investment Management
South Carolina
$115K +$95.2K +429 +488%
USB
1310
Union Savings Bank
Connecticut
$114K +$2.44K +11 +2%
NS
1311
NBC Securities
Alabama
$114K -$8.66K -39 -7%
TF
1312
Tompkins Financial
New York
$112K -$25.7K -116 -19%
QL
1313
Quarry LP
New York
$111K +$76.4K +344 +223%
NFA
1314
Northwest Financial Advisors
Virginia
$111K +$110K +496 New
TFIPS
1315
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K +$22.2K +100 +26%
EBA
1316
Eagle Bay Advisors
New York
$105K +$888 +4 +0.9%
SL
1317
Salomon & Ludwin
Virginia
$104K -$4.66K -21 -4%
NECFA
1318
New England Capital Financial Advisors
Connecticut
$102K
JGIA
1319
Jackson Grant Investment Advisers
Connecticut
$102K +$444 +2 +0.4%
HIA
1320
Harbor Investment Advisory
Maryland
$102K -$444 -2 -0.4%
HC
1321
Hara Capital
Washington
$101K +$101K +453 New
CPBTD
1322
Central Pacific Bank - Trust Division
Hawaii
$100K
ICM
1323
Islay Capital Management
Texas
$100K
PAI
1324
Pittenger & Anderson Inc
Nebraska
$100K
MCM
1325
MV Capital Management
Maryland
$99.9K +$7.77K +35 +8%

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.