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White Mountains Insurance
WTM

Overview Fund Activity

169 hedge funds and large institutions have $3.21B invested in White Mountains Insurance in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-14
Holders Change %
-7.65%
% of All Funds
4.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
6
Increased
58
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$167M
2
Jennison Associates
Jennison Associates
New York
$136M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$207M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$12.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$25.9M

Top Sellers

1
LCOV
London Company of Virginia
Virginia
$139M
2
Norges Bank
Norges Bank
Norway
$25.5M
3
RRAM
River Road Asset Management
Kentucky
$67.8M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
Franklin Resources
Franklin Resources
California
$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Martingale Asset Management
Massachusetts
$3.99M +$1.28M +2,030 +47%
CC
52
Capital Counsel
New York
$3.59M -$5.67K -9 -0.2%
AllianceBernstein
53
AllianceBernstein
Tennessee
$3.39M -$31.5K -50 -0.9%
Stifel Financial
54
Stifel Financial
Missouri
$3.37M +$68K +108 +2%
Brown Advisory
55
Brown Advisory
Maryland
$3.34M – – –
QI
56
Qualcomm Inc
California
$3.21M – – –
Morgan Stanley
57
Morgan Stanley
New York
$3.09M +$2.19M +3,478 +243%
LDB
58
Lee, Danner & Bass
Tennessee
$3.07M -$20.2K -32 -0.7%
RA
59
Royce & Associates
New York
$2.98M +$756K +1,200 +34%
JHIU
60
Janus Henderson Investors US
Colorado
$2.9M -$315K -500 -10%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$2.88M +$25.2K +40 +0.9%
TA
62
Teachers Advisors
New York
$2.71M +$51.7K +82 +2%
TRSOTSOK
63
Teachers Retirement System of the State of Kentucky
Kentucky
$2.71M – – –
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$2.62M +$15.8K +25 +0.6%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$2.6M +$395K +627 +18%
Citigroup
66
Citigroup
New York
$2.38M -$493K -783 -17%
AF
67
Aegis Financial
Virginia
$2.27M – – –
CS
68
Credit Suisse
Switzerland
$2.13M +$282K +448 +15%
AG
69
Aperio Group
California
$2.1M +$401K +636 +24%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$1.92M +$30.9K +49 +2%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$1.91M -$1.89K -3 -0.1%
Allianz Asset Management
72
Allianz Asset Management
Germany
$1.9M -$258K -410 -12%
PRCM
73
Pine River Capital Management
Minnesota
$1.83M -$126K -200 -6%
Deutsche Bank
74
Deutsche Bank
Germany
$1.78M -$351K -557 -16%
BIM
75
BlackRock Investment Management
Delaware
$1.75M -$12K -19 -0.7%
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