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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
VI
1551
Versor Investments
New York
-$421K -1,998 Closed
AC
1552
Allstate Corporation
Illinois
-$399K -1,894 Closed
AA
1553
Apriem Advisors
California
-$376K -1,786 Closed
AWA
1554
Arete Wealth Advisors
Illinois
-$345K -1,637 Closed
GA
1555
Gateway Advisory
New Jersey
-$331K -1,572 Closed
AAS
1556
Ameritas Advisory Services
Nebraska
-$322K -1,526 Closed
HTC
1557
Haverford Trust Company
Pennsylvania
-$298K -1,414 Closed
FIM
1558
Fernwood Investment Management
Massachusetts
-$291K -1,382 Closed
FWIA
1559
Fort Washington Investment Advisors
Ohio
-$272K -1,291 Closed
AHC
1560
Anderson Hoagland & Co
Missouri
-$271K -1,280 Closed
TC
1561
TradeLink Capital
Illinois
-$253K -1,200 Closed
MIA
1562
MainStreet Investment Advisors
Illinois
-$247K -1,171 Closed
IWA
1563
IBEX Wealth Advisors
New Jersey
-$237K -1,127 Closed
CGA
1564
Crescent Grove Advisors
Illinois
-$230K -1,092 Closed
WF
1565
Wayfinding Financial
Washington
-$215K -1,021 Closed
AG
1566
AlTi Global
New York
-$207K -982 Closed
TWP
1567
Triad Wealth Partners
Kansas
-$182K -865 Closed
TFF
1568
The Family Firm
Maryland
-$167K -794 Closed
GI
1569
Gradient Investments
Minnesota
-$155K -735 Closed
OWA
1570
Opal Wealth Advisors
New York
-$147K -698 Closed
BC
1571
Belmont Capital
California
-$47.4K -225 Closed
WIA
1572
Wetzel Investment Advisors
Indiana
-$45.3K -220 Closed
SOW
1573
State of Wyoming
Wyoming
-$31.6K -150 Closed
VNA
1574
Valley National Advisers
Pennsylvania
-$28K -133 Closed
RFG
1575
RFP Financial Group
Georgia
-$22.3K -106 Closed

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.