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White Mountains Insurance
WTM

Overview Fund Activity

186 hedge funds and large institutions have $3.68B invested in White Mountains Insurance in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 11 closing their positions.

Holders
186
Holders Change
+12
Holders Change %
+6.9%
% of All Funds
5.2%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.25%
New
24
Increased
52
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$48.9M
2
SI
2
Scout Investments
Missouri
$28.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$230M
4
Invesco
4
Invesco
Georgia
$11.7M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$66.9M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$126M
2
PP
2
Prospector Partners
Connecticut
$11.6M
3
Franklin Resources
3
Franklin Resources
California
$1.03B
4
TAM
4
Third Avenue Management
New York
$82.1M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$250M
Name Market Value Shares Shares
Change 		Shares
Change %
MPAM
51
Monarch Partners Asset Management
Massachusetts
$8.44M 11,294 +11,294 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$8.44M 11,293 +349 +3%
MAM
53
Martingale Asset Management
Massachusetts
$8.25M 11,035 +2,340 +27%
Citadel Advisors
54
Citadel Advisors
Florida
$7.85M 10,504 +10,504 New
CSC
55
Cove Street Capital
California
$4.95M 6,627 -15,675 -70%
Stifel Financial
56
Stifel Financial
Missouri
$4.5M 6,019 -375 -6%
CC
57
Capital Counsel
New York
$4.25M 5,691 – –
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$4.23M 5,654 +155 +3%
RA
59
Royce & Associates
New York
$4.21M 5,634 – –
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$4.02M 5,382 -87 -2%
Brown Advisory
61
Brown Advisory
Maryland
$3.76M 5,031 +511 +11%
LDB
62
Lee, Danner & Bass
Tennessee
$3.66M 4,902 – –
TA
63
Teachers Advisors
New York
$3.55M 4,747 -6 -0.1%
AG
64
Aperio Group
California
$3.51M 4,693 +495 +12%
Barclays
65
Barclays
United Kingdom
$3.5M 4,687 +2,477 +112%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$3.4M 4,550 -120 -3%
Goldman Sachs
67
Goldman Sachs
New York
$3.37M 4,508 +655 +17%
Arrowstreet Capital
68
Arrowstreet Capital
Massachusetts
$3.27M 4,376 -1,448 -25%
RFC
69
Russell Frank Company
Washington
$3.17M 4,245 -5,851 -58%
AllianceBernstein
70
AllianceBernstein
Tennessee
$3.09M 4,136 – –
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$2.96M 3,961 – –
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$2.93M 3,921 – –
JHIU
73
Janus Henderson Investors US
Colorado
$2.77M 3,700 -1,700 -31%
PP
74
PDT Partners
New York
$2.76M 3,699 +3,699 New
CS
75
Credit Suisse
Switzerland
$2.4M 3,208 +330 +11%
1 2
3
4 5