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White Mountains Insurance

252 hedge funds and large institutions have $2.98B invested in White Mountains Insurance in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 67 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

3% less funds holding

Funds holding: 259252 (-7)

10% less capital invested

Capital invested by funds: $3.31B → $2.98B (-$339M)

10.52% less ownership

Funds ownership: 89.25%78.74% (-11%)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

29% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 95

Holders
252
Holders Change
-7
Holders Change %
-2.7%
% of All Funds
4.34%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
24
Increased
67
Reduced
95
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
SJS Investment Consulting
Ohio
$1K +$1.29K +1 New
Bank of Montreal
252
Bank of Montreal
Ontario, Canada
$568 -$159K -123 -23%
Artisan Partners
253
Artisan Partners
Wisconsin
-$138M -110,917 Closed
MAP
254
Madison Avenue Partners
New York
-$39.2M -31,496 Closed
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
-$9.07M -7,277 Closed
Hotchkis & Wiley Capital Management
256
Hotchkis & Wiley Capital Management
California
-$7.85M -6,297 Closed
AQR Capital Management
257
AQR Capital Management
Connecticut
-$2.98M -2,422 Closed
QC
258
Quadrature Capital
United Kingdom
-$1.81M -1,449 Closed
Rafferty Asset Management
259
Rafferty Asset Management
New York
-$1.15M -920 Closed
AWM
260
Adams Wealth Management
Utah
-$677K -543 Closed
GCP
261
GSA Capital Partners
United Kingdom
-$616K -494 Closed
Holocene Advisors
262
Holocene Advisors
New York
-$517K -415 Closed
TSS
263
Two Sigma Securities
New York
-$396K -318 Closed
Dodge & Cox
264
Dodge & Cox
California
-$374K -300 Closed
PHK
265
Point72 Hong Kong
Hong Kong
-$355K -285 Closed
EMG
266
ETF Managers Group
New Jersey
-$347K -282 Closed
VF
267
Virtu Financial
New York
-$334K -268 Closed
CSS
268
Cubist Systematic Strategies
Connecticut
-$318K -255 Closed
SW
269
SVB Wealth
Massachusetts
-$307K -247 Closed
CC
270
Centiva Capital
New York
-$295K -237 Closed
YIH
271
Y-Intercept (HK)
Hong Kong
-$253K -203 Closed
BAM
272
Blueshift Asset Management
New Jersey
-$213K -171 Closed
Deutsche Bank
273
Deutsche Bank
Germany
-$142K -114 Closed
JFGIW
274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$84K -75 Closed
CFGS
275
Concourse Financial Group Securities
Alabama
-$12.9K -10 Closed

WTM Hedge Fund Activity: Q3 2022 in Review

252 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q3 2022, worth a combined $2.98B — down 10% from $3.31B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of WTM and 24 opened new positions — a net loss of 3 holders — while 95 trimmed existing stakes and 67 added.

The largest buyer was Fidelity Investments, adding an estimated $19.5M. The largest seller was Artisan Partners, exiting entirely with an estimated $138M sold.

  • 252 institutional investors held White Mountains Insurance (WTM) as of Q3 2022, down from 259 in Q2 2022.
  • Funds reported $2.98B of White Mountains Insurance stock for Q3 2022, down 10% quarter-over-quarter.
  • 24 funds opened new White Mountains Insurance positions in Q3 2022 and 27 closed out, a net change of -3 holders.
  • The largest White Mountains Insurance buyer in Q3 2022 was Fidelity Investments, an estimated $19.5M added.
  • The largest White Mountains Insurance seller in Q3 2022 was Artisan Partners, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2022.