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Westwood Holdings Group
WHG

Overview Fund Activity

63 hedge funds and large institutions have $79.8M invested in Westwood Holdings Group in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
22
Reduced
26
Closed
7
Calls
$1K
Puts
$1.48M
Net Calls
-$1.48M
Net Calls Change
-$1.25M

Top Buyers

1
OP
1
Osmium Partners
California
$2.79M
2
Luther King Capital Management (LKCM)
2
Luther King Capital Management (LKCM)
Texas
$1.63M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$482K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$416K
5
BlackRock
5
BlackRock
New York
$10.6M

Top Sellers

1
PGCM
1
Prescott Group Capital Management
Oklahoma
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$4.33M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.46M
4
PPA
4
Parametric Portfolio Associates
Washington
$592K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$528K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$468K 32,272 +4,356 +16%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$448K 30,892 -3,569 -10%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$416K 28,702 +21,168 +281%
GF
29
Gabelli Funds
New York
$401K 27,638 +14,434 +109%
Morgan Stanley
30
Morgan Stanley
New York
$385K 26,514 +14,660 +124%
GCP
31
GSA Capital Partners
United Kingdom
$377K 26,019 +1,605 +7%
MAM
32
Marquette Asset Management
Minnesota
$375K 25,852 +9,552 +59%
Invesco
33
Invesco
Georgia
$320K 22,075 +792 +4%
Charles Schwab
34
Charles Schwab
California
$264K 18,156 -80 -0.4%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$257K 17,710 -100 -0.6%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$229K 15,800 -1,506 -9%
Simplex Trading
37
Simplex Trading
Illinois
$227K 15,709 +15,709 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$203K 13,984 +1,621 +13%
Squarepoint
39
Squarepoint
New York
$192K 13,275 -3,558 -21%
AllianceBernstein
40
AllianceBernstein
Tennessee
$177K 12,197 -800 -6%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$171K 11,777 -1,094 -8%
WCM
42
Wallace Capital Management
Texas
$147K 10,159 +10,159 New
UBS Group
43
UBS Group
Switzerland
$118K 8,134 +1,723 +27%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$91K 6,294 +88 +1%
Deutsche Bank
45
Deutsche Bank
Germany
$81K 5,599 +1,386 +33%
TRCT
46
Tower Research Capital (TRC)
New York
$80K 5,552 -4,742 -46%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$41K 2,800 +2,800 New
Barclays
48
Barclays
United Kingdom
$36K 2,484 -1,156 -32%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$30.1K 2,075 +106 +5%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$30K 2,066 -7,234 -78%
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