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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
AWA
1476
Arete Wealth Advisors
Illinois
-$300K -1,583 Closed
Fisher Asset Management
1477
Fisher Asset Management
Washington
-$286K -1,511 Closed
FTIS
1478
First Trust Investment Solutions
Florida
-$260K -1,374 Closed
CP
1479
Covenant Partners
Tennessee
-$256K -1,349 Closed
KI
1480
Kapitalo Investimentos
Brazil
-$251K -1,324 Closed
PCIG
1481
Partners Capital Investment Group
Massachusetts
-$249K -1,315 Closed
SPA
1482
Sherbrooke Park Advisers
New York
-$225K -1,189 Closed
TI
1483
Truepoint Inc
Ohio
-$225K -1,188 Closed
CCA
1484
Cottonwood Capital Advisors
Utah
-$220K -1,162 Closed
KA
1485
Kure Advisory
Minnesota
-$210K -1,110 Closed
FFA
1486
Founders Financial Alliance
North Carolina
-$203K -1,069 Closed
MAM
1487
Magellan Asset Management
Australia
-$186K -983 Closed
ASBI
1488
American State Bank (Iowa)
Iowa
-$171K -901 Closed
KLWA
1489
Kelly Lawrence W & Associates
California
-$171K -900 Closed
Group One Trading
1490
Group One Trading
Illinois
-$162K -812 Closed
BCM
1491
Bourgeon Capital Management
Connecticut
-$145K -765 Closed
WTG
1492
West Tower Group
Virginia
-$130K -688 Closed
TWM
1493
Tradition Wealth Management
Minnesota
-$117K -615 Closed
PMEF
1494
Point72 Middle East FZE
United Arab Emirates
-$110K -583 Closed
JSAM
1495
J. Safra Asset Management
New York
-$110K -580 Closed
IRC
1496
Investors Research Corp
Georgia
-$99.1K -523 Closed
NFA
1497
Northwest Financial Advisors
Virginia
-$93.4K -493 Closed
SA
1498
Scarborough Advisors
Maryland
-$65.2K -344 Closed
RIM
1499
Rockbridge Investment Management
New York
-$60.6K -320 Closed
A
1500
AJOVista
Massachusetts
-$56.5K -298 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.