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White Mountains Insurance
WTM

Overview Fund Activity

195 hedge funds and large institutions have $3.68B invested in White Mountains Insurance in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 74 reducing their positions, and 24 closing their positions.

Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
5.2%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.27%
New
23
Increased
57
Reduced
74
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$108M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$266M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$8.08M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$252M
5
JHIU
5
Janus Henderson Investors US
Colorado
$8.75M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
AR
2
Advisory Research
Illinois
$15.4M
3
TAM
3
Third Avenue Management
New York
$58.1M
4
Norges Bank
4
Norges Bank
Norway
$0
5
HIM
5
Hermes Investment Management
United Kingdom
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$7.48M 9,646 +1,915 +25%
UBS AM
52
UBS AM
Illinois
$7.21M 8,981 +5,332 +146%
Goldman Sachs
53
Goldman Sachs
New York
$6.43M 8,007 -79 -1%
Citigroup
54
Citigroup
New York
$6.31M 7,865 +1,312 +20%
BAM
55
Burgundy Asset Management
Ontario, Canada
$6.24M 7,769 -4,537 -37%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$4.74M 5,903 +81 +1%
Stifel Financial
57
Stifel Financial
Missouri
$4.59M 5,723 -279 -5%
AG
58
Aperio Group
California
$4.56M 5,676 +2 +0%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$4.37M 5,438 +760 +16%
RJA
60
Raymond James & Associates
Florida
$4.2M 5,234 +5,234 New
TA
61
Teachers Advisors
New York
$4.1M 5,110 +753 +17%
RFC
62
Russell Frank Company
Washington
$4.06M 5,058 +981 +24%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$4.04M 5,029 +1,076 +27%
Brown Advisory
64
Brown Advisory
Maryland
$3.96M 4,937 -87 -2%
LDB
65
Lee, Danner & Bass
Tennessee
$3.96M 4,877 – –
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$3.7M 4,614 +4,614 New
BG
67
BlackRock Group
United Kingdom
$3.38M 4,213 +1,116 +36%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$3.26M 4,060 -80 -2%
Barclays
69
Barclays
United Kingdom
$3.24M 4,036 +368 +10%
AllianceBernstein
70
AllianceBernstein
Tennessee
$3.2M 3,986 -950 -19%
TRSOTSOK
71
Teachers Retirement System of the State of Kentucky
Kentucky
$3.18M 3,961 – –
MBA
72
McQueen Ball & Associates
Pennsylvania
$3.16M 3,937 +3,937 New
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$2.64M 3,287 +3,287 New
CSC
74
Cove Street Capital
California
$2.45M 3,057 -102 -3%
Morgan Stanley
75
Morgan Stanley
New York
$2.44M 3,036 -711 -19%
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