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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
LCM
1351
Logan Capital Management
Pennsylvania
$67.4K +$888 +4 +1%
CCC
1352
Chelsea Counsel Company
California
$66.9K
GPI
1353
General Partner Inc
Pennsylvania
$66.5K
AA
1354
Addison Advisors
Vermont
$64.7K
DF
1355
Dunhill Financial
United Kingdom
$64.7K +$444 +2 +0.7%
TCA
1356
Trifecta Capital Advisors
Illinois
$64.5K -$13.5K -61 -17%
CSC
1357
Caldwell Sutter Capital
California
$63.8K -$666 -3 -1%
PCTC
1358
Perkins Coie Trust Company
Washington
$63.8K
FFO
1359
Fortitude Family Office
Arizona
$63.6K +$9.99K +45 +19%
GEA
1360
Glen Eagle Advisors
New Jersey
$63.4K
OA
1361
Operose Advisors
Wisconsin
$62.7K +$9.1K +41 +17%
DCP
1362
DSM Capital Partners
Florida
$61.1K
Capstone Investment Advisors
1363
Capstone Investment Advisors
New York
$60.2K -$310K -1,396 -84%
VIA
1364
Virtus Investment Advisers
Connecticut
$59.3K
RFS
1365
Richardson Financial Services
Massachusetts
$58K +$1.11K +5 +2%
HGA
1366
Hobbs Group Advisors
South Carolina
$57.1K
FMP
1367
Financial Management Professionals
Texas
$57K +$222 +1 +0.4%
RA
1368
Rise Advisors
New York
$56.2K +$222 +1 +0.4%
Loomis, Sayles & Company
1369
Loomis, Sayles & Company
Massachusetts
$54K +$666 +3 +1%
IHWM
1370
Iron Horse Wealth Management
Iowa
$53.5K +$9.99K +45 +23%
SC
1371
SouthState Corp
Florida
$49.3K
GKIM
1372
GW&K Investment Management
Massachusetts
$49K +$6.21K +28 +15%
CA
1373
CoreCap Advisors
Michigan
$48.6K +$48.4K +218 New
SHIM
1374
Stone House Investment Management
Pennsylvania
$47.7K
NRG
1375
Nemes Rush Group
Michigan
$47.6K

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.