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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
CIR
1401
Clear Investment Research
Georgia
$31.2K
CCA
1402
Catalyst Capital Advisors
New York
$31K +$30.9K +139 New
PCFFS
1403
Pacific Center for Financial Services
California
$30.3K
SC
1404
Solstein Capital
California
$30.1K
CPG
1405
Cornerstone Planning Group
New Jersey
$29.9K -$5.33K -24 -15%
CHA
1406
Carmichael Hill & Associates
Maryland
$29K +$13.3K +60 +86%
CTWM
1407
Cherry Tree Wealth Management
Minnesota
$28.8K
PSB
1408
Piscataqua Savings Bank
New Hampshire
$28.8K
ADL
1409
Asset Dedication LLC
California
$27.7K +$2K +9 +8%
ITIM
1410
Indiana Trust & Investment Management
Indiana
$27.4K
SS
1411
Sunbelt Securities
Texas
$26.3K -$3.11K -14 -11%
PWMG
1412
Private Wealth Management Group
New Jersey
$25.2K -$444 -2 -2%
RFG
1413
REAP Financial Group
Texas
$24.5K -$222 -1 -0.9%
KFI
1414
Key Financial Inc
Pennsylvania
$23.6K +$666 +3 +3%
PCWA
1415
Pacific Capital Wealth Advisors
California
$23.6K +$1.11K +5 +5%
JIP
1416
Jaffetilchin Investment Partners
Florida
$23.6K +$23.5K +106 New
LI
1417
LRI Investments
Florida
$23.5K +$6.21K +28 +36%
SC
1418
Steph & Co
Wisconsin
$23.4K
CYG
1419
Clean Yield Group
Vermont
$23.4K +$4.44K +20 +24%
AWM
1420
Abound Wealth Management
Tennessee
$23.1K -$222 -1 -1%
PFG
1421
Peterson Financial Group
Iowa
$22.7K +$22.6K +102 New
CTA
1422
Colonial Trust Advisors
South Carolina
$22.3K
SIC
1423
SJS Investment Consulting
Ohio
$21.2K +$14.4K +65 +217%
W
1424
WealthCollab
Washington
$21.2K
AS
1425
Altshuler Shaham
Israel
$20.7K -$1.55K -7 -7%

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.