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
NCM
1376
Northwest Capital Management
Oregon
$11.9K
PAM
1377
Palisade Asset Management
Minnesota
$11.7K +$11.4K +57 New
EWM
1378
Evermay Wealth Management
Virginia
$11.3K -$797 -4 -7%
CT
1379
Clearstead Trust
Maine
$11.3K
TFA
1380
Toth Financial Advisory
Virginia
$11.3K
RFS
1381
Richardson Financial Services
Massachusetts
$11.3K +$996 +5 +10%
PCMC
1382
Planning Capital Management Corporation
Pennsylvania
$11.3K +$1.79K +9 +20%
FIM
1383
FWL Investment Management
Texas
$10.7K
MWM
1384
Mascoma Wealth Management
New Hampshire
$10.3K
RDFA
1385
Ritter Daniher Financial Advisory
Ohio
$10.3K
LF
1386
LifeSteps Financial
California
$9.47K +$9.17K +46 New
SIC
1387
Salem Investment Counselors
North Carolina
$9.27K +$3.99K +20 +80%
AW
1388
Avion Wealth
Texas
$9K +$996 +5 +15%
RTL
1389
Red Tortoise LLC
Georgia
$8.86K
WCM
1390
Westend Capital Management
California
$8.86K +$8.57K +43 New
FWM
1391
FSA Wealth Management
Massachusetts
$8.65K
RS
1392
Rakuten Securities
Japan
$8.45K -$2.19K -11 -21%
HWM
1393
Horizons Wealth Management
North Carolina
$8.34K
GFPC
1394
Global Financial Private Client
Florida
$8.16K +$7.97K +40 New
BL
1395
BFSG LLC
California
$8.03K +$7.77K +39 New
TFM
1396
TFC Financial Management
Massachusetts
$7.42K +$399 +2 +6%
MIA
1397
MeadowBrook Investment Advisors
Michigan
$7.42K
CCMI
1398
Creative Capital Management Investments
California
$7.21K
FPB
1399
First PREMIER Bank
South Dakota
$7K +$7.17K +36 New
RWA
1400
Redmont Wealth Advisors
Illinois
$6.8K +$6.58K +33 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.