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MRSH

Marsh

1,573 hedge funds and large institutions have $94.5B invested in Marsh in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 641 increasing their positions, 497 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 108

29% more repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 497

3% more funds holding

Funds holding: 1,5251,573 (+48)

1.75% more ownership

Funds ownership: 88.54%90.28% (+1.7%)

2% less call options, than puts

Call options by funds: $106M | Put options by funds: $107M

3% less capital invested

Capital invested by funds: $97B → $94.5B (-$2.51B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
1,573
Holders Change
+48
Holders Change %
+3.15%
% of All Funds
20.72%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
189
Increased
641
Reduced
497
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.5B +$79.1M +356,618 +0.8%
BlackRock
2
BlackRock
New York
$8.84B +$2.35M +10,590 +0%
State Street
3
State Street
Massachusetts
$4.51B +$74.8M +337,127 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$4.51B -$46.7M -210,706 -1%
Capital International Investors
5
Capital International Investors
California
$3.87B -$18.8M -84,568 -0.5%
Capital World Investors
6
Capital World Investors
California
$3.72B -$12.4M -55,942 -0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.55B +$32.2M +145,134 +1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.2B -$106M -478,474 -4%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$2.16B +$21.5M +96,750 +1%
Ameriprise
10
Ameriprise
Minnesota
$1.77B -$11M -49,405 -0.6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.76B -$54.8M -247,219 -3%
Morgan Stanley
12
Morgan Stanley
New York
$1.4B +$12.6M +56,924 +0.9%
Bank of America
13
Bank of America
North Carolina
$1.38B -$186M -837,682 -11%
Mawer Investment Management
14
Mawer Investment Management
Alberta, Canada
$1.32B -$155M -696,894 -10%
Northern Trust
15
Northern Trust
Illinois
$1.26B +$161M +726,713 +14%
Norges Bank
16
Norges Bank
Norway
$1.24B +$7.25M +32,677 +0.6%
UBS AM
17
UBS AM
Illinois
$1.11B +$135M +609,602 +13%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.02B +$180M +809,826 +20%
N
19
Nuveen
North Carolina
$973M +$68.5M +308,759 +7%
UBS Group
20
UBS Group
Switzerland
$909M +$39M +175,865 +4%
Amundi
21
Amundi
France
$861M +$405M +1,823,807 +81%
Goldman Sachs
22
Goldman Sachs
New York
$855M +$18.8M +84,605 +2%
Deutsche Bank
23
Deutsche Bank
Germany
$790M +$169M +759,573 +26%
Parnassus Investments
24
Parnassus Investments
California
$758M -$157M -705,739 -17%
Legal & General Group
25
Legal & General Group
United Kingdom
$751M +$3.2M +14,423 +0.4%

MRSH Hedge Fund Activity: Q4 2024 in Review

1,573 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q4 2024, worth a combined $94.5B — down 2.6% from $97B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new MRSH positions and 108 closed out — a net gain of 81 holders — while 641 added to existing stakes and 497 trimmed.

The largest buyer was Stifel Financial, adding an estimated $418M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $451M.

  • 1,573 institutional investors held Marsh (MRSH) as of Q4 2024, up from 1,525 in Q3 2024.
  • Funds reported $94.5B of Marsh stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 189 funds opened new Marsh positions in Q4 2024 and 108 closed out, a net change of +81 holders.
  • The largest Marsh buyer in Q4 2024 was Stifel Financial, an estimated $418M added.
  • The largest Marsh seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $451M sold.

Based on aggregated 13F filings for Q4 2024.