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MRSH

Marsh
MRSH

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: 1,470 → 1,525 (+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: 25 → 24 (-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

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$136M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$131M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$115M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$113M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$112M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$442M
2
BlackRock
BlackRock
New York
-$161M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$151M
4
Amundi
Amundi
France
-$124M
5
WP
Woodline Partners
California
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.9B +$76.5M +344,450 +0.8%
BlackRock
2
BlackRock
New York
$9.28B -$161M -727,263 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.78B +$115M +518,185 +2%
State Street
4
State Street
Massachusetts
$4.67B +$2.44M +10,978 +0.1%
Capital International Investors
5
Capital International Investors
California
$4.09B +$4.49M +20,244 +0.1%
Capital World Investors
6
Capital World Investors
California
$3.92B -$19.7M -88,940 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.65B +$55.8M +251,361 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.41B -$54.3M -244,572 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$2.24B -$117M -528,201 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.91B -$119M -537,803 -6%
Ameriprise
11
Ameriprise
Minnesota
$1.87B +$98.9M +445,661 +6%
Bank of America
12
Bank of America
North Carolina
$1.64B -$60.7M -273,633 -4%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$1.54B -$11.5M -51,790 -0.7%
Morgan Stanley
14
Morgan Stanley
New York
$1.45B +$40.9M +184,060 +3%
Norges Bank
15
Norges Bank
Norway
$1.29B -$65.5M -295,267 -5%
Northern Trust
16
Northern Trust
Illinois
$1.16B -$54.2M -243,989 -4%
UBS AM
17
UBS AM
Illinois
$1.03B -$16.9M -76,083 -2%
Parnassus Investments
18
Parnassus Investments
California
$954M +$19M +85,754 +2%
N
19
Nuveen
North Carolina
$953M -$76.6M -345,167 -7%
UBS Group
20
UBS Group
Switzerland
$915M +$37.7M +169,997 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$892M +$40.9M +184,239 +5%
Goldman Sachs
22
Goldman Sachs
New York
$879M +$34.5M +155,396 +4%
Legal & General Group
23
Legal & General Group
United Kingdom
$785M -$20.6M -92,657 -3%
Artisan Partners
24
Artisan Partners
Wisconsin
$777M +$6.81M +30,662 +0.9%
Wells Fargo
25
Wells Fargo
California
$723M -$15M -67,728 -2%
1
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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.