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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
S
1326
Sachetta
Massachusetts
$29.2K
CIR
1327
Clear Investment Research
Georgia
$28.7K -$6.97K -35 -20%
PWMG
1328
Private Wealth Management Group
New Jersey
$28.6K
AT
1329
Avalon Trust
New Mexico
$28.4K
RFG
1330
RFP Financial Group
Georgia
$28.4K -$1.99K -10 -7%
PCFFS
1331
Pacific Center for Financial Services
California
$28K
SC
1332
Solstein Capital
California
$27.8K
SS
1333
Sunbelt Securities
Texas
$27.2K
CTWM
1334
Cherry Tree Wealth Management
Minnesota
$26.6K
HT
1335
Headlands Technologies
Illinois
$26.6K +$25.7K +129 New
PSB
1336
Piscataqua Savings Bank
New Hampshire
$26.6K -$19.9K -100 -44%
MAM
1337
Meeder Asset Management
Ohio
$25.5K +$24.7K +124 New
NL
1338
NVWM LLC
Pennsylvania
$24.9K +$399 +2 +2%
ITIM
1339
Indiana Trust & Investment Management
Indiana
$24.7K +$23.9K +120 New
AS
1340
Altshuler Shaham
Israel
$24.5K -$2.19K -11 -8%
FFO
1341
Fortitude Family Office
Arizona
$24.3K +$8.37K +42 +55%
ADL
1342
Asset Dedication LLC
California
$24K
VNA
1343
Valley National Advisers
Pennsylvania
$23K -$3.39K -17 -13%
RFG
1344
REAP Financial Group
Texas
$23K -$3.99K -20 -15%
AP
1345
Atwood & Palmer
Missouri
$22.5K +$14K +70 +179%
AWM
1346
Abound Wealth Management
Tennessee
$22K +$199 +1 +0.9%
KFI
1347
Key Financial Inc
Pennsylvania
$21.2K
PCM
1348
Perritt Capital Management
Illinois
$20.9K
FFA
1349
First Foundation Advisors
California
$20.4K
SC
1350
Steph & Co
Wisconsin
$20K +$19.3K +97 New

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.