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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
FG
1426
Fairman Group
Pennsylvania
$2.68K
SWM
1427
Sanctuary Wealth Management
Idaho
$2.27K
VAG
1428
VisionPoint Advisory Group
Texas
$2.27K
ECM
1429
Everence Capital Management
Indiana
$2.03K -$427K -2,140 -18%
HGERS
1430
Householder Group Estate & Retirement Specialist
Arizona
$1.65K
LAM
1431
Lummis Asset Management
Texas
$1.65K
GA
1432
GoalVest Advisory
New York
$1.65K +$1.59K +8 New
HWP
1433
Highline Wealth Partners
California
$1.24K
DAM
1434
Delta Asset Management
Tennessee
$1.03K
FSWA
1435
Financial Synergies Wealth Advisors
Texas
$1.03K
RAM
1436
Riggs Asset Management
Pennsylvania
$1.03K +$996 +5 New
CAM
1437
ClariVest Asset Management
California
$1.03K
MAWCM
1438
Mine & Arao Wealth Creation & Management
California
$618 +$598 +3 New
OP
1439
ORG Partners
Indiana
$611 -$274K -1,377 -100%
WA
1440
WestEnd Advisors
North Carolina
$412 +$399 +2 New
TWP
1441
TFO Wealth Partners
Ohio
$206 -$199 -1 -50%
CP
1442
Castleview Partners
Texas
$206
Viking Global Investors
1443
Viking Global Investors
Connecticut
-$45M -237,706 Closed
AIM
1444
Artemis Investment Management
United Kingdom
-$43.3M -228,532 Closed
MIH
1445
Meitav Investment House
Israel
-$19.9M -105,000 Closed
ACM
1446
Aquatic Capital Management
Illinois
-$12.7M -67,200 Closed
BA
1447
Bridgewater Associates
Connecticut
-$9.34M -49,271 Closed
Point72 Asset Management
1448
Point72 Asset Management
Connecticut
-$8.74M -46,139 Closed
JAM
1449
Jupiter Asset Management
United Kingdom
-$7.62M -40,201 Closed
CM
1450
Crestline Management
Texas
-$5.12M -27,000 Closed

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.