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White Mountains Insurance
WTM

Overview Fund Activity

208 hedge funds and large institutions have $2.42B invested in White Mountains Insurance in 2020 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 87 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
-20
Holders Change %
-8.77%
% of All Funds
4.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
54
Reduced
87
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NI
1
Nuance Investments
Missouri
$68.4M
2
ACM
2
Atlanta Capital Management
Georgia
$158M
3
Bank of America
3
Bank of America
North Carolina
$44.8M
4
Wells Fargo
4
Wells Fargo
California
$76.3M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$225M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$73.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M
3
Goldman Sachs
3
Goldman Sachs
New York
$10.7M
4
BlackRock
4
BlackRock
New York
$123M
5
EAM
5
Eagle Asset Management
Florida
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
51
Macquarie Group
Australia
$5.18M +$442K +498 +9%
Legal & General Group
52
Legal & General Group
United Kingdom
$5.09M -$535K -602 -10%
WJWM
53
Williams Jones Wealth Management
New York
$4.97M – – –
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$4.83M -$444K -500 -8%
Voloridge Investment Management
55
Voloridge Investment Management
Florida
$4.52M +$4.19M +4,723 +1,280%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$4.51M -$62.2K -70 -1%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$4.4M -$31.1K -35 -0.7%
Citigroup
58
Citigroup
New York
$4.07M +$683K +769 +20%
LDB
59
Lee, Danner & Bass
Tennessee
$4.05M – – –
AG
60
Aperio Group
California
$3.79M -$4.62M -5,200 -55%
SEI Investments
61
SEI Investments
Pennsylvania
$3.77M +$106K +116 +3%
Invesco
62
Invesco
Georgia
$3.53M +$722K +813 +26%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$3.44M +$619K +697 +22%
CS
64
Credit Suisse
Switzerland
$3.38M +$552K +622 +20%
Brown Advisory
65
Brown Advisory
Maryland
$3.38M +$3.55K +4 +0.1%
AIA
66
Avalon Investment & Advisory
Texas
$3.33M +$7.11K +8 +0.2%
AQR Capital Management
67
AQR Capital Management
Connecticut
$3.18M -$8.56M -9,689 -73%
UBS Group
68
UBS Group
Switzerland
$2.84M +$1.99M +2,238 +233%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$2.75M +$136K +153 +5%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$2.69M – – –
Barclays
71
Barclays
United Kingdom
$2.59M -$3.93M -4,425 -60%
Morgan Stanley
72
Morgan Stanley
New York
$2.56M -$1.2M -1,351 -32%
PC
73
Pecaut & Co
Iowa
$2.52M -$10.7K -12 -0.4%
Ameriprise
74
Ameriprise
Minnesota
$2.33M -$175K -197 -7%
HighTower Advisors
75
HighTower Advisors
Illinois
$2.21M +$341K +384 +18%
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