We are live on ! Find out more
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
W
1351
WealthCollab
Washington
$19.6K -$12.6K -63 -40%
SGC
1352
Slocum, Gordon & Co
Rhode Island
$18.5K
MFT
1353
Moisand Fitzgerald Tamayo
Florida
$18.3K
AIM
1354
Anchor Investment Management
South Carolina
$18.1K +$17.5K +88 New
WWP
1355
WR Wealth Planners
Missouri
$18.1K +$17.5K +88 New
NFSG
1356
Newbridge Financial Services Group
Florida
$18K +$17.3K +87 New
FCA
1357
FinTrust Capital Advisors
South Carolina
$17.5K -$2.39K -12 -12%
TWD
1358
True Wealth Design
Ohio
$17.5K
CYG
1359
Clean Yield Group
Vermont
$17.5K
OC
1360
Oakworth Capital
Alabama
$17.5K
FPFS
1361
First Personal Financial Services
North Carolina
$16.5K
CA
1362
Crewe Advisors
Utah
$16.5K +$15.9K +80 New
FPF
1363
First Pacific Financial
Washington
$16.3K
LI
1364
LRI Investments
Florida
$16.1K +$15.5K +78 New
GG
1365
Gleason Group
Kentucky
$15.5K
AIM
1366
Arcadia Investment Management
Michigan
$15.2K
CWM
1367
Cedar Wealth Management
California
$14.6K +$14.2K +71 New
SVCP
1368
Silicon Valley Capital Partners
California
$14.6K
CHA
1369
Carmichael Hill & Associates
Maryland
$14.4K
SIS
1370
Sound Income Strategies
Florida
$13.6K
AP
1371
Aspect Partners
Virginia
$13.4K +$199 +1 +2%
CBT
1372
Central Bank & Trust
Kentucky
$13.4K
PK
1373
Pflug Koory
Nebraska
$12.6K
TLA
1374
Tanglewood Legacy Advisors
Texas
$12.6K
CAM
1375
Creekmur Asset Management
Illinois
$12.6K +$12.2K +61 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.