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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
WAM
1451
Weiss Asset Management
Massachusetts
-$3.47M -18,288 Closed
HIC
1452
Hartline Investment Corp
Illinois
-$3.43M -18,128 Closed
AIM
1453
Aigen Investment Management
New York
-$3.13M -16,503 Closed
FI
1454
FJ Investments
Utah
-$2.29M -12,104 Closed
GP
1455
Geneva Partners
Wisconsin
-$1.84M -9,726 Closed
DS
1456
DRW Securities
Illinois
-$1.69M -8,900 Closed
ET
1457
Entropy Technologies
New York
-$1.68M -8,845 Closed
PA
1458
Paragon Advisors
Texas
-$1.27M -6,724 Closed
Optiver Holding
1459
Optiver Holding
Netherlands
-$1.23M -6,516 Closed
OCM
1460
Olstein Capital Management
New York
-$1.14M -6,000 Closed
PWM
1461
Paulson Wealth Management
Illinois
-$980K -5,170 Closed
SAG
1462
SageView Advisory Group
California
-$970K -5,025 Closed
EFH
1463
Eaton Financial Holdings
Florida
-$888K -4,689 Closed
LCWP
1464
Legacy Capital Wealth Partners
Arkansas
-$756K -3,992 Closed
Alyeska Investment Group
1465
Alyeska Investment Group
Illinois
-$747K -3,945 Closed
QCM
1466
Qsemble Capital Management
New York
-$566K -2,988 Closed
PO
1467
Private Ocean
California
-$560K -2,956 Closed
GCM
1468
Gladius Capital Management
Illinois
-$506K -2,671 Closed
JDR
1469
Jay D. Rosenbaum
-$499K -2,635 Closed
GWS
1470
Glassman Wealth Services
Virginia
-$474K -2,503 Closed
BA
1471
Birinyi Associates
Connecticut
-$474K -2,500 Closed
MM
1472
MQS Management
New York
-$457K -2,410 Closed
CW
1473
Connectus Wealth
Ohio
-$431K -2,271 Closed
SWA
1474
Stratos Wealth Advisors
Ohio
-$376K -1,984 Closed
SGWM
1475
Sterling Group Wealth Management
California
-$311K -1,640 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.