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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
Korea Investment Corp
126
Korea Investment Corp
South Korea
$74.7M -$4.66M -23,377 -6%
SEI Investments
127
SEI Investments
Pennsylvania
$73.1M -$2.54M -12,750 -3%
Stifel Financial
128
Stifel Financial
Missouri
$72.6M +$4.27M +21,407 +6%
Balyasny Asset Management
129
Balyasny Asset Management
Illinois
$71.7M +$68.4M +343,071 +6,526%
AAIS
130
ABN AMRO Investment Solutions
$69M -$5.56M -27,905 -8%
CII
131
Capital International Inc
California
$68M +$7.06M +35,426 +12%
AQR Capital Management
132
AQR Capital Management
Connecticut
$67.6M +$2.22M +11,115 +4%
Nomura Asset Management
133
Nomura Asset Management
Japan
$67.6M +$10.3M +51,689 +19%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$66.2M -$1.07M -5,355 -2%
EAM
135
Erste Asset Management
Austria
$64.8M +$1.38M +6,918 +2%
SAM
136
Silvercrest Asset Management
New York
$64.6M +$581K +2,914 +0.9%
Baird Financial Group
137
Baird Financial Group
Wisconsin
$63.3M +$1.35M +6,793 +2%
HighTower Advisors
138
HighTower Advisors
Illinois
$61.3M -$356K -1,784 -0.6%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$60.6M +$1.01M +5,090 +2%
Calamos Advisors
140
Calamos Advisors
Illinois
$58.3M -$647K -3,245 -1%
MAM
141
Madison Asset Management
Wisconsin
$58.1M +$1.16M +5,816 +2%
Swedbank
142
Swedbank
Sweden
$57.9M +$590K +2,958 +1%
BHC
143
Bowen Hanes & Co
Florida
$57.8M -$2.94M -14,759 -5%
Renaissance Technologies
144
Renaissance Technologies
New York
$57.7M -$16.4M -82,381 -23%
State of New Jersey Common Pension Fund D
145
State of New Jersey Common Pension Fund D
New Jersey
$57.4M
Ensign Peak Advisors
146
Ensign Peak Advisors
Utah
$57.1M +$7.02M +35,243 +15%
Chevy Chase Trust
147
Chevy Chase Trust
Maryland
$56.3M -$613K -3,077 -1%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$56.3M -$2.41M -12,069 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
149
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$56.2M -$51.2M -256,991 -48%
UH
150
Unigestion Holding
Switzerland
$56.1M +$360K +1,808 +0.7%

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.