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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
JWA
1376
JFS Wealth Advisors
Pennsylvania
$47.1K +$888 +4 +2%
BSB
1377
Bangor Savings Bank
Maine
$46K +$45.7K +206 New
FUBT
1378
First United Bank & Trust
Maryland
$45.7K
RL
1379
Rogco LP
Oklahoma
$45.1K +$1.33K +6 +3%
S
1380
Sachetta
Massachusetts
$44.8K -$2K -9 -4%
HNB
1381
Hilltop National Bank
Wyoming
$44.8K -$3.77K -17 -8%
CAL
1382
Capital Advisors Ltd
Ohio
$44K
BIA
1383
Bell Investment Advisors
California
$43.9K
RI
1384
Ridgewood Investments
New Jersey
$43.1K
IFS
1385
Intelligent Financial Strategies
Minnesota
$42.2K
CPA
1386
Capital Performance Advisors
California
$40.8K +$40.6K +183 New
C
1387
Covestor
United Kingdom
$40K +$1.55K +7 +4%
FFA
1388
Frazier Financial Advisors
Ohio
$39.8K -$5.99K -27 -13%
FCA
1389
FinTrust Capital Advisors
South Carolina
$37.5K
CH
1390
Canton Hathaway
Rhode Island
$37K
CA
1391
Crewe Advisors
Utah
$36.6K +$888 +4 +3%
HDIM
1392
Hanson & Doremus Investment Management
Vermont
$36K -$35.7K -161 -50%
ACA
1393
Atlas Capital Advisors
Wyoming
$35.2K
TCM
1394
Tradewinds Capital Management
Washington
$35K
KC
1395
Kepos Capital
New York
$34K -$3.55K -16 -10%
CAL
1396
Capital Analysts LLC
Pennsylvania
$34K -$2K -9 -6%
GFPC
1397
Global Financial Private Client
Florida
$33.7K +$24.6K +111 +278%
EWP
1398
Elevation Wealth Partners
California
$32.8K
MAM
1399
Meeder Asset Management
Ohio
$32.8K +$3.77K +17 +13%
NL
1400
NVWM LLC
Pennsylvania
$32.6K +$2.44K +11 +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.