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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
FGAM
1401
Financial Gravity Asset Management
Texas
$6.76K +$6.38K +32 New
LWANC
1402
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.18K
SIC
1403
SJS Investment Consulting
Ohio
$5.97K -$199 -1 -3%
DIP
1404
DT Investment Partners
Pennsylvania
$5.97K
FRA
1405
Frank Rimerman Advisors
California
$5.97K
TC
1406
Tacita Capital
Ontario, Canada
$5.97K
FFC
1407
First Financial Corp
Indiana
$5.77K -$43.6K -219 -89%
VWA
1408
Valued Wealth Advisors
Utah
$5.56K +$1.79K +9 +50%
DPW
1409
DiNuzzo Private Wealth
Pennsylvania
$5.36K
HBW
1410
Hazlett, Burt & Watson
West Virginia
$5K
PWA
1411
Provenance Wealth Advisors
Florida
$4.94K -$4.58K -23 -49%
IHWM
1412
Iron Horse Wealth Management
Iowa
$4.94K
RWPA
1413
Richard W. Paul & Associates
Michigan
$4.94K
MSG
1414
Main Street Group
Virginia
$4.69K
AAP
1415
Arax Advisory Partners
Colorado
$4.59K -$38.5K -193 -90%
WWM
1416
Wolff Wiese Magana
California
$4.12K
CFD
1417
Creative Financial Designs
Indiana
$4.12K +$3.99K +20 New
PP
1418
Pingora Partners
Wyoming
$4.12K +$3.99K +20 New
BCPWM
1419
Bradley & Co Private Wealth Management
Florida
$3.91K
PCWA
1420
Pacific Capital Wealth Advisors
California
$3.91K +$3.79K +19 New
NSIM
1421
North Star Investment Management
Illinois
$3.71K
LIM
1422
Longfellow Investment Management
Massachusetts
$3.5K
OLVIG
1423
Oliver Lagore Vanvalin Investment Group
Michigan
$3.5K
WPWM
1424
Western Pacific Wealth Management
Illinois
$3.3K +$3.19K +16 New
DWA
1425
Delos Wealth Advisors
Texas
$2.88K +$1.99K +10 +250%

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.