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Westwood Holdings Group
WHG

Overview Fund Activity

83 hedge funds and large institutions have $328M invested in Westwood Holdings Group in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 3 closing their positions.

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
32
Reduced
21
Closed
3
Calls
$1.4M
Puts
–
Net Calls
+$1.4M
Net Calls Change
+$1.4M

Top Buyers

1
ProShare Advisors
1
ProShare Advisors
Maryland
$7.55M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$31.6M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$19M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$559K

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$14.8M
2
Millennium Management
2
Millennium Management
New York
$870K
3
RA
3
Royce & Associates
New York
$24.7M
4
DTL
4
Dynamic Technology Lab
Singapore
$0
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
51
AllianceBernstein
Tennessee
$361K 6,361 +1,900 +43%
CS
52
Credit Suisse
Switzerland
$333K 5,887 -1,772 -23%
PPA
53
Parametric Portfolio Associates
Washington
$326K 5,743 +1,114 +24%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$325K 5,729 +486 +9%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$288K 5,078 – –
AIG
56
American International Group
New York
$285K 5,035 +119 +2%
CI
57
Cigna Investments
Connecticut
$278K 4,856 +4,856 New
Two Sigma Advisers
58
Two Sigma Advisers
New York
$266K 4,700 +100 +2%
NFA
59
Nationwide Fund Advisors
Ohio
$263K 4,636 +95 +2%
AG
60
Aperio Group
California
$262K 4,620 +4,620 New
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$247K 4,300 – –
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$246K 4,339 +4,339 New
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$237K 4,180 – –
UBS Group
64
UBS Group
Switzerland
$236K 4,170 -830 -17%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$229K 4,052 -180 -4%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$205K 3,611 +410 +13%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$205K 3,622 +3,622 New
Truist Financial
68
Truist Financial
North Carolina
$204K 3,600 +3,600 New
US Bancorp
69
US Bancorp
Minnesota
$194K 3,435 – –
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$133K 2,353 +72 +3%
Legal & General Group
71
Legal & General Group
United Kingdom
$107K 1,896 – –
Canada Life
72
Canada Life
Manitoba, Canada
$98K 1,739 – –
EMG
73
ETF Managers Group
New Jersey
$52K 913 +913 New
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$49.3K 870 +844 +3,246%
AIM
75
Acrospire Investment Management
Illinois
$41K 726 +300 +70%
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