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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
AIC
1501
Archer Investment Corporation
Indiana
$3.57K
HF
1502
Halpern Financial
Virginia
$3.57K
FG
1503
Fairman Group
Pennsylvania
$2.9K
RAM
1504
Riggs Asset Management
Pennsylvania
$2.68K
FP
1505
Financial Perspectives
Minnesota
$2.68K +$2.66K +12 New
RS
1506
Rakuten Securities
Japan
$2.45K -$4.22K -19 -63%
IAIM
1507
International Assets Investment Management
Florida
$1.92K +$94.7M +426,425 +31,847%
LAM
1508
Lummis Asset Management
Texas
$1.78K
JFG
1509
JDM Financial Group
Texas
$1.56K +$1.55K +7 New
VAMG
1510
Voisard Asset Management Group
Michigan
$1.56K +$1.55K +7 New
CTB
1511
Country Trust Bank
Illinois
$1.34K
SFCL
1512
Strengthening Families & Communities LLC
Massachusetts
$1.34K
1IA
1513
1620 Investment Advisors
Massachusetts
$1.26K +$1.33K +6 New
CAM
1514
ClariVest Asset Management
California
$1.05K
TFA
1515
Transamerica Financial Advisors
Florida
$1K -$72.8K -328 -99%
WBC
1516
West Branch Capital
Massachusetts
$893 +$888 +4 New
SWM
1517
Sanctuary Wealth Management
Idaho
$892 -$1.55K -7 -64%
WA
1518
WestEnd Advisors
North Carolina
$892 +$222 +1 +33%
RWM
1519
Reston Wealth Management
Virginia
$892 +$888 +4 New
PI
1520
PEAK6 Investments
Illinois
$560
TCM
1521
TruNorth Capital Management
Michigan
$446
AFS
1522
Annapolis Financial Services
Maryland
$344 +$444 +2 New
MFG
1523
Mendota Financial Group
Wisconsin
$224 +$222 +1 New
YDMI
1524
Y.D. More Investments
Israel
$165 +$2.89K +13 +5%
MFA
1525
McClarren Financial Advisors
Pennsylvania
$73 +$2.89K +13 +6%

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.