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Waters Corp
WAT

Overview Fund Activity

652 hedge funds and large institutions have $19.4B invested in Waters Corp in 2021 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 243 increasing their positions, 203 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
652
Holders Change
+23
Holders Change %
+3.66%
% of All Funds
11.45%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
76
Increased
243
Reduced
203
Closed
43
Calls
$85.5M
Puts
$89.5M
Net Calls
-$4M
Net Calls Change
-$17M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$439M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$175M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$332M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.61B
5
Geode Capital Management
Geode Capital Management
Massachusetts
$414M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$927M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$234M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.48B
4
JWBC
John W. Bristol & Co
New York
$28.6M
5
Select Equity Group
Select Equity Group
New York
$56.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
526
Kingsview Wealth Management
Oregon
$230K +$230K +645 New
CAM
527
Cresset Asset Management
Illinois
$226K +$226K +634 New
SIM
528
Sentry Investment Management
Wisconsin
$224K -$32.8K -92 -13%
QCG
529
Quadrant Capital Group
Ohio
$219K +$7.49K +21 +4%
TRCT
530
Tower Research Capital (TRC)
New York
$218K -$437K -1,220 -67%
RI
531
Ridgewood Investments
New Jersey
$217K – – –
TAM
532
Trust Asset Management
Texas
$217K +$217K +608 New
AC
533
Avestar Capital
New York
$215K -$35.7K -100 -14%
SIC
534
Schwartz Investment Counsel
Michigan
$214K – – –
BHIA
535
Birch Hill Investment Advisors
Massachusetts
$214K – – –
BFC
536
Bedel Financial Consulting
Indiana
$214K – – –
WPW
537
Waldron Private Wealth
Pennsylvania
$211K +$211K +592 New
CA
538
Cetera Advisors
Colorado
$210K +$210K +588 New
BJL
539
Brighton Jones LLC
Washington
$203K +$203K +567 New
TMAM
540
Tokio Marine Asset Management
Japan
$203K +$203K +567 New
DCM
541
Dupont Capital Management
Delaware
$201K -$633K -1,773 -76%
SWM
542
Sugarloaf Wealth Management
Georgia
$193K – – –
CAM
543
Cacti Asset Management
Georgia
$179K – – –
BIP
544
Blueprint Investment Partners
North Carolina
$174K +$174K +488 New
FF
545
FourThought Financial
Florida
$160K – – –
1832 Asset Management
546
1832 Asset Management
Ontario, Canada
$159K +$152K +413 +2,174%
PA
547
Parallel Advisors
California
$157K +$5.71K +16 +4%
COCM
548
Charter Oak Capital Management
New Hampshire
$145K – – –
CTC
549
Central Trust Company
Missouri
$143K – – –
Bank Julius Baer & Co
550
Bank Julius Baer & Co
Switzerland
$134K -$357 -1 -0.3%
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