We are live on ! Find out more
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
AP
1501
Arlington Partners
Alabama
-$40.5K -214 Closed
HWA
1502
HHM Wealth Advisors
Tennessee
-$39.8K -210 Closed
DAC
1503
Dividend Assets Capital
South Carolina
-$38K -200 Closed
RFA
1504
Resurgent Financial Advisors
Georgia
-$30.7K -162 Closed
CI
1505
Cordant Inc
Oregon
-$28.4K -150 Closed
FCAS
1506
First Command Advisory Services
Texas
-$18.9K -100 Closed
PE
1507
Point72 Europe
United Kingdom
-$15.9K -84 Closed
LWA
1508
Lowe Wealth Advisors
Maryland
-$11.4K -60 Closed
LIWM
1509
Long Island Wealth Management
New York
-$11K -57 Closed
AA
1510
AlphaMark Advisors
Kentucky
-$6K -30 Closed
LTI
1511
Laffer Tengler Investments
Tennessee
-$4.74K -25 Closed
FWM
1512
Focused Wealth Management
New York
-$3.62K -19 Closed
TFGT
1513
TS Financial Group (TSFG)
Illinois
-$3K -18 Closed
VNIM
1514
Vaughan Nelson Investment Management
Texas
-$3K -16 Closed
PGAM
1515
Princeton Global Asset Management
New Jersey
-$2.65K -14 Closed
CTB
1516
Country Trust Bank
Illinois
-$2.08K -11 Closed
RFA
1517
Register Financial Advisors
Georgia
-$1.34K -7 Closed
CIA
1518
Cape Investment Advisory
Georgia
-$1.14K -6 Closed
TVAMP
1519
Tennessee Valley Asset Management Partners
Tennessee
-$1.15K -6 Closed
GWMIA
1520
Global Wealth Management Investment Advisory
Florida
-$903 -5 Closed
BSB
1521
Bangor Savings Bank
Maine
-$758 -4 Closed
ODG
1522
O'Dell Group
Ohio
-$761 -4 Closed
PI
1523
PEAK6 Investments
Illinois
-$521 -3 Closed
FP
1524
Financial Perspectives
Minnesota
-$189 -1 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.