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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
GWSG
1476
GPS Wealth Strategies Group
Colorado
$7.83K +$666 +3 +9%
CCMI
1477
Creative Capital Management Investments
California
$7.81K
NSIM
1478
North Star Investment Management
Illinois
$7.81K +$3.77K +17 +94%
CT
1479
Clearstead Trust
Maine
$7.59K -$4.66K -21 -38%
RWA
1480
Redmont Wealth Advisors
Illinois
$7.36K
DPW
1481
DiNuzzo Private Wealth
Pennsylvania
$7.14K +$222 +1 +3%
CJ
1482
Caitlin John
Michigan
$6.77K -$12K -54 -64%
WIM
1483
Westside Investment Management
California
$6.74K
LWANC
1484
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.69K
AAP
1485
Arax Advisory Partners
Colorado
$6.56K +$666 +3 +12%
ME
1486
McIlrath & Eck
Washington
$6.47K
TC
1487
Tacita Capital
Ontario, Canada
$6.47K
HWP
1488
Highline Wealth Partners
California
$6.02K +$3.77K +17 +170%
HFS
1489
HBC Financial Services
Washington
$6K +$6.21K +28 New
TFA
1490
Toth Financial Advisory
Virginia
$5.58K -$6.66K -30 -55%
CWA
1491
Carolina Wealth Advisors
South Carolina
$5.58K +$5.55K +25 New
RWM
1492
Ruedi Wealth Management
Illinois
$5.35K -$5.33K -24 -50%
PWA
1493
Provenance Wealth Advisors
Florida
$5.35K
HBW
1494
Hazlett, Burt & Watson
West Virginia
$5K
TCM
1495
TD Capital Management
Tennessee
$4.7K +$4.66K +21 New
WWM
1496
Wolff Wiese Magana
California
$4.46K
FNWA
1497
Financial Network Wealth Advisors
Utah
$4.46K +$888 +4 +25%
MSG
1498
Main Street Group
Virginia
$3.79K -$1.33K -6 -26%
LIM
1499
Longfellow Investment Management
Massachusetts
$3.79K
OLVIG
1500
Oliver Lagore Vanvalin Investment Group
Michigan
$3.79K

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.