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Westwood Holdings Group
WHG

Overview Fund Activity

37 hedge funds and large institutions have $47.7M invested in Westwood Holdings Group in 2022 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 6 closing their positions.

Holders
37
Holders Change
-6
Holders Change %
-13.95%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
12
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Bridgeway Capital Management
Texas
$978K
2
DRZID
2
DePrince Race & Zollo Inc (DRZ)
Florida
$5.21M
3
NSIM
3
North Star Investment Management
Illinois
$1.75M
4
UBS Group
4
UBS Group
Switzerland
$39K
5
GF
5
Gabelli Funds
New York
$709K

Top Sellers

1
ERSOT
1
Employees Retirement System of Texas
Texas
$0
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$2.65M
3
AA
3
Ancora Advisors
Ohio
$0
4
HCM
4
Hodges Capital Management
Texas
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$4.58M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
26
Centiva Capital
New York
$96K 10,000 – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$54K 5,600 – –
UBS Group
28
UBS Group
Switzerland
$39K 4,139 +3,161 +323%
Wells Fargo
29
Wells Fargo
California
$18K 1,906 -48 -2%
TRCT
30
Tower Research Capital (TRC)
New York
$6K 690 -254 -27%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$3K 334 -1,089 -77%
Osaic Holdings
32
Osaic Holdings
Arizona
$3K 280 +34 +14%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$3K 340 +247 +266%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$1K 114 +100 +714%
SC
35
Stephens Consulting
Michigan
$979 102 +1 +1%
ERSOT
36
Employees Retirement System of Texas
Texas
– – -114,000 Closed
AA
37
Ancora Advisors
Ohio
– – -71,965 Closed
HCM
38
Hodges Capital Management
Texas
– – -51,200 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -19,114 Closed
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
– – -17,857 Closed
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
– – -2,928 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
FIA
43
FNY Investment Advisers
New York
$0 50 – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$0 22 – –
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