Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Marex Group plc (MRX)

200 + Investors. Track Smart Money conviction in MRX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — MRX

Based on 203 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
203 hedge funds hold MRX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +66% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+66% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

117 buying91 selling
Last quarter: 117 funds bought or added vs 91 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~41 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 93 → 46 → 44 → 41. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 33% new

■ 35% conviction (2yr+) ■ 32% medium ■ 33% new
Of the 203 current holders: 72 (35%) held >2 years, 65 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

34 → 93 → 46 → 44 → 41 new funds/Q
New funds entering each quarter: 93 → 46 → 44 → 41. MRX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 42% veterans vs 39% newcomers

■ 42% veterans ■ 20% 1-2yr ■ 39% new
Entry-cohort mix of 207 holders: 86 (42%) are 2+ year veterans, 41 entered 1–2 years ago, and 80 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
41 of 203 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in MRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MRX

In 2026 Q1, 117 hedge funds were net buyers of MRX (41 opened a new position, 76 added to an existing one), while 91 reduced or exited (61 trimmed, 30 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in MRX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 203.

Hedge Fund Ownership: MRX

How many hedge funds hold MRX — quarterly history vs. share price
Quarterly hedge fund ownership of MRX vs. share price

Market Analysis: MRX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MRX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Marex Group plc (MRX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MRX has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
MRX
+45.5%
XLF
+9.5%

MRX outperformed XLF by +36.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
MRX
+15.7%
XLF
+5.8%

Since the filing became public, MRX outperformed XLF by +9.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: MRX
200 + Investors

Track Smart Money conviction in MRX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 200 192 4.17%
13F Shares 52M 51M 2.18%
Total Value $2.17B $1.90B 14.42%
New Positions 39 44 -5
Increased Positions 78 76 +2
Closed Positions 31 43 -12
Reduced Positions 57 61 -4
Total Calls 3 2 50.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.33 0.5 Bullish

Statistics: MRX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

200 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MRX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MRX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grandeur Peak Global Advisors, LLC 13.84% 1,325,195 $59.1M
2 Praetorian PR LLC 8.11% 500,000 $22.3M
3 Ophir Asset Management Pty Ltd 6.47% 1,246,546 $55.6M
4 Deltroit Asset Management (UK) LLP 3.22% 449,773 $20.1M
5 Engle Capital Management, L.P. 3.05% 200,996 $9.0M
6 Granahan Investment Management, LLC 2.64% 1,223,750 $54.6M
7 Epacria Capital Partners, LLC 2.26% 65,400 $2.9M
8 Globeflex Capital L P 1.43% 212,125 $9.5M
9 Samlyn Capital, LLC 1.28% 1,688,877 $75.3M
10 Moody Aldrich Partners LLC 1.12% 139,793 $6.2M
11 Sidoxia Capital Management, LLC 1.04% 27,111 $1.2M
12 Militia Capital Management LLC 0.86% 85,531 $3.8M
13 Dauntless Investment Group, LLC 0.60% 20,322 $906K
14 Intrinsic Edge Capital Management LLC 0.59% 80,000 $3.6M
15 Royce & Associates LP 0.55% 1,252,790 $55.8M
16 Seven Grand Managers, LLC 0.37% 125,000 $5.6M
17 Moody National Bank Trust Division 0.37% 86,630 $3.9M
18 Renaissance Group LLC 0.36% 190,900 $8.5M
19 Massar Capital Management, LP 0.35% 73,696 $3.3M
20 Neo Ivy Capital Management 0.35% 29,863 $1.3M
21 William Blair Investment Management, LLC 0.23% 1,566,181 $69.8M
22 Yorktown Management & Research Co Inc 0.22% 5,900 $263K
23 Thornburg Investment Management Inc 0.19% 408,877 $18.2M
24 Westwood Holdings Group Inc 0.17% 537,856 $24.0M
25 Ponta Wealth Partners, LLC 0.17% 4,762 $212K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Marex Group plc (MRX)

What does the Smart Money Trend signal show for MRX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MRX?

Slight buying edge — 56% buying: Last quarter: 117 funds bought or added vs 91 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MRX holders?

Elite ownership — 40% AUM from top-100 funds: 41 of 203 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in MRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MRX?

Mixed — 35% long-term, 33% new: Of the 203 current holders: 72 (35%) held >2 years, 65 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Marex Group plc (MRX) following the 2026 Q1 hedge fund 13F filings?

As of today, MRX has moved +15.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of +9.9%. Since the quarter end (March 31, 2026), MRX has gained +45.5% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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