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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
NAAA
1426
New Age Alpha Advisors
New York
$20.7K +$20.6K +93 New
NFSG
1427
Newbridge Financial Services Group
Florida
$20.7K +$1.33K +6 +7%
DIP
1428
DT Investment Partners
Pennsylvania
$20.1K +$13.5K +61 +210%
SGC
1429
Slocum, Gordon & Co
Rhode Island
$20.1K
MFT
1430
Moisand Fitzgerald Tamayo
Florida
$19.9K
WWP
1431
WR Wealth Planners
Missouri
$19.2K -$1.78K -8 -9%
OC
1432
Oakworth Capital
Alabama
$19K
AP
1433
Atwood & Palmer
Missouri
$18.1K
FPFS
1434
First Personal Financial Services
North Carolina
$17.8K
VWM
1435
Valley Wealth Managers
New Jersey
$17.8K
DWM
1436
Darwin Wealth Management
Florida
$17.8K +$17.8K +80 New
FPF
1437
First Pacific Financial
Washington
$17.7K
AT
1438
Avalon Trust
New Mexico
$17.4K -$13.3K -60 -43%
SIS
1439
Sound Income Strategies
Florida
$17.2K +$444 +2 +3%
GG
1440
Gleason Group
Kentucky
$16.9K +$222 +1 +1%
AIM
1441
Arcadia Investment Management
Michigan
$16.5K
GIA
1442
GHP Investment Advisors
Colorado
$16.1K +$14.9K +67 +1,340%
SVCP
1443
Silicon Valley Capital Partners
California
$15.9K
AP
1444
Aspect Partners
Virginia
$15.6K
CAM
1445
Creekmur Asset Management
Illinois
$15.6K
SC
1446
Stephens Consulting
Michigan
$15.2K -$2.66K -12 -15%
TWD
1447
True Wealth Design
Ohio
$14.5K -$4.44K -20 -24%
FMB
1448
Field & Main Bank
Kentucky
$14.5K
OWP
1449
ORG Wealth Partners
Texas
$14.5K +$14.4K +65 New
LIS
1450
Legacy Investment Solutions
Idaho
$14.4K +$14.2K +64 New

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.