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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.05B +$23.8M +119,236 +0.3%
BlackRock
2
BlackRock
New York
$8.64B +$191M +960,189 +2%
State Street
3
State Street
Massachusetts
$4.32B -$4M -20,077 -0.1%
Capital International Investors
4
Capital International Investors
California
$4.11B -$4.05M -20,309 -0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.96B -$50.4M -253,028 -1%
Capital World Investors
6
Capital World Investors
California
$3.55B +$1.28M +6,400 +0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.45B -$107M -534,868 -4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.32B -$168M -845,365 -7%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$2.19B +$75.9M +380,828 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.18B +$118M +590,450 +6%
Ameriprise
11
Ameriprise
Minnesota
$1.64B +$40M +200,497 +3%
Bank of America
12
Bank of America
North Carolina
$1.61B +$242M +1,212,317 +18%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$1.47B -$8.79M -44,121 -0.6%
Norges Bank
14
Norges Bank
Norway
$1.25B +$110M +554,415 +10%
Morgan Stanley
15
Morgan Stanley
New York
$1.25B -$1.22B -6,103,086 -50%
Northern Trust
16
Northern Trust
Illinois
$1.12B -$48.4M -242,660 -4%
N
17
Nuveen
North Carolina
$967M +$23.2M +116,534 +3%
JP Morgan Chase
18
JP Morgan Chase
New York
$959M +$80.4M +403,211 +9%
Parnassus Investments
19
Parnassus Investments
California
$869M -$8.25M -41,399 -1%
T. Rowe Price Investment Management
20
T. Rowe Price Investment Management
Maryland
$834M +$337M +1,691,643 +72%
UBS AM
21
UBS AM
Illinois
$804M -$33.5M -167,882 -4%
UBS Group
22
UBS Group
Switzerland
$737M +$20.2M +101,568 +3%
Legal & General Group
23
Legal & General Group
United Kingdom
$736M -$11.4M -56,974 -2%
Goldman Sachs
24
Goldman Sachs
New York
$711M -$32.2M -161,465 -4%
Artisan Partners
25
Artisan Partners
Wisconsin
$710M -$416K -2,087 -0.1%

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.