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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
BTW
151
Boston Trust Walden
Massachusetts
$56.1M -$554K -2,782 -1%
VLKIM
152
Van Lanschot Kempen Investment Management
Netherlands
$55.8M +$1.2M +6,036 +2%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$55M -$3.07M -15,406 -5%
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$54.1M +$1.97M +9,863 +4%
Canada Pension Plan Investment Board
155
Canada Pension Plan Investment Board
Ontario, Canada
$53.3M -$877K -4,401 -2%
VDI
156
Vaughan David Investments
Illinois
$52.4M -$147K -740 -0.3%
QP
157
Quilter Plc
United Kingdom
$50.7M +$2.84M +14,257 +6%
IIM
158
INTECH Investment Management
Florida
$50.3M -$405K -2,034 -0.8%
VOYA Investment Management
159
VOYA Investment Management
Georgia
$49M -$64.7M -324,711 -58%
HJGA
160
Hardman Johnston Global Advisors
Connecticut
$48.8M -$417K -2,093 -0.9%
Kayne Anderson Rudnick Investment Management
161
Kayne Anderson Rudnick Investment Management
California
$48.6M +$1.45M +7,261 +3%
PAM
162
Panagora Asset Management
Massachusetts
$47.9M -$42.6M -213,597 -48%
Treasurer of the State of North Carolina
163
Treasurer of the State of North Carolina
North Carolina
$46.8M +$275K +1,380 +0.6%
DB
164
Danske Bank
Denmark
$46.5M +$45M +225,837 New
Pathstone Holdings
165
Pathstone Holdings
New Jersey
$45.5M +$4.42M +22,165 +11%
DCM
166
Donaldson Capital Management
Indiana
$45.1M +$42.6M +213,560 +4,090%
FLPIM
167
F.L. Putnam Investment Management
Massachusetts
$44.6M -$350K -1,755 -0.8%
YL
168
YCG LLC
Texas
$44.4M -$100K -504 -0.2%
BMSSC
169
B. Metzler seel. Sohn & Co
Germany
$43.7M +$2.62M +13,165 +7%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$42.7M +$1.04M +5,228 +3%
LPL Financial
171
LPL Financial
California
$42.4M +$880K +4,414 +2%
AIM
172
Avity Investment Management
Connecticut
$41.4M +$333K +1,673 +0.8%
Asset Management One
173
Asset Management One
Japan
$41.2M -$4.61M -23,155 -10%
MSV
174
MN Services Vermogensbeheer
Netherlands
$41.1M -$7.06M -35,400 -15%
Victory Capital Management
175
Victory Capital Management
Texas
$41M +$2.31M +11,580 +6%

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.