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Westwood Holdings Group
WHG

Overview Fund Activity

46 hedge funds and large institutions have $81.1M invested in Westwood Holdings Group in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
-2
Holders Change %
-4.17%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
14
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$4.33M
2
ERSOT
2
Employees Retirement System of Texas
Texas
$1.26M
3
BCM
3
Bridgeway Capital Management
Texas
$947K
4
NSIM
4
North Star Investment Management
Illinois
$1.3M
5
Bank of America
5
Bank of America
North Carolina
$965K

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$173K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$7.82M
3
E
3
Ergoteles
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$287K 18,727 -1,279 -6%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$282K 18,400 -9,700 -35%
Two Sigma Investments
28
Two Sigma Investments
New York
$246K 16,078 -7,969 -33%
PPA
29
Parametric Portfolio Associates
Washington
$230K 15,004 -1,336 -8%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$228K 14,900 – –
SFI
31
Susquehanna Fundamental Investments
Pennsylvania
$178K 11,651 -3,856 -25%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$173K 11,308 -36,493 -76%
WCM
33
Wallace Capital Management
Texas
$164K 10,159 – –
CC
34
Centiva Capital
New York
$153K 10,000 – –
Wells Fargo
35
Wells Fargo
California
$99K 6,461 +622 +11%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$86K 5,600 – –
Morgan Stanley
37
Morgan Stanley
New York
$55K 3,602 +1,666 +86%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$22K 1,456 +1,271 +687%
UBS Group
39
UBS Group
Switzerland
$9K 599 -824 -58%
TRCT
40
Tower Research Capital (TRC)
New York
$7K 516 +120 +30%
Osaic Holdings
41
Osaic Holdings
Arizona
$5K 297 +235 +379%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$2K 128 -2,817 -96%
SC
43
Stephens Consulting
Michigan
$1.53K 100 +1 +1%
E
44
Ergoteles
New York
– – -14,884 Closed
D.E. Shaw & Co
45
D.E. Shaw & Co
New York
– – -10,321 Closed
HIM
46
Hillsdale Investment Management
Ontario, Canada
– – -4,500 Closed
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$0 14 -2,433 -99%
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$0 22 – –
FIA
50
FNY Investment Advisers
New York
$0 50 +50 New
1
2