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White Mountains Insurance
WTM

Overview Fund Activity

180 hedge funds and large institutions have $2.79B invested in White Mountains Insurance in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 73 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
5.84%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.29%
New
11
Increased
73
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RP
1
Reinhart Partners
Wisconsin
$20.7M
2
LCOV
2
London Company of Virginia
Virginia
$162M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$94.2M
4
GCM
4
GoodHaven Capital Management
New Jersey
$19.2M
5
HIM
5
Hermes Investment Management
United Kingdom
$28.2M

Top Sellers

1
KFC
1
Klingenstein Fields & Co
New York
$14.2M
2
AL
2
AJO LP
Pennsylvania
$6.3M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.56M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$347K
5
ACI
5
AMP Capital Investors
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$4.4M +$836K +1,472 +23%
JAM
52
Jacobs Asset Management
New York
$4.26M -$568K -1,000 -12%
Charles Schwab
53
Charles Schwab
California
$4.23M +$527K +923 +14%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$3.81M – – –
JHIU
55
Janus Henderson Investors US
Colorado
$3.8M +$2.84M +5,000 +294%
CC
56
Capital Counsel
New York
$3.52M – – –
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$3.44M +$18.7K +33 +0.5%
First Trust Advisors
58
First Trust Advisors
Illinois
$3.33M +$675K +1,189 +25%
AllianceBernstein
59
AllianceBernstein
Tennessee
$3.29M +$454K +799 +16%
Morgan Stanley
60
Morgan Stanley
New York
$3.06M -$687K -1,210 -18%
Brown Advisory
61
Brown Advisory
Maryland
$3.02M -$96.5K -170 -3%
LDB
62
Lee, Danner & Bass
Tennessee
$2.9M – – –
QI
63
Qualcomm Inc
California
$2.9M – – –
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$2.66M -$13.6K -24 -0.5%
ACM
65
Atlanta Capital Management
Georgia
$2.6M +$692K +1,220 +36%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$2.58M -$199K -350 -7%
JPMorgan Chase & Co
67
JPMorgan Chase & Co
New York
$2.56M -$2.78M -4,905 -52%
BlackRock
68
BlackRock
New York
$2.47M +$905K +1,594 +58%
M&T Bank
69
M&T Bank
New York
$2.24M -$74.9K -132 -3%
TA
70
Teachers Advisors
New York
$2.17M +$35.8K +63 +2%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$2.12M -$32.4K -57 -2%
CS
72
Credit Suisse
Switzerland
$2.01M -$1.4M -2,474 -41%
RA
73
Royce & Associates
New York
$2.01M – – –
Bessemer Group
74
Bessemer Group
New Jersey
$1.9M +$457K +805 +32%
DT
75
Diversified Trust
Tennessee
$1.85M -$17K -30 -0.9%
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