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White Mountains Insurance
WTM

Overview Fund Activity

245 hedge funds and large institutions have $3.02B invested in White Mountains Insurance in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 71 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.31%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
39
Increased
71
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$59M
2
MAP
2
Madison Avenue Partners
New York
$36.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$20.4M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$329M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$77.2M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$36.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.86M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$263M
4
Victory Capital Management
4
Victory Capital Management
Texas
$72.4M
5
Norges Bank
5
Norges Bank
Norway
$32.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$6.24M 5,596 +528 +10%
WJWM
52
Williams Jones Wealth Management
New York
$6.24M 5,593 – –
Morgan Stanley
53
Morgan Stanley
New York
$5.97M 5,352 +2,547 +91%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$5.85M 5,250 -8 -0.2%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$5.8M 5,205 +2,741 +111%
Legal & General Group
56
Legal & General Group
United Kingdom
$5.74M 5,147 +290 +6%
Qube Research & Technologies (QRT)
57
Qube Research & Technologies (QRT)
United Kingdom
$5.32M 4,768 +2,927 +159%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$5.28M 4,738 -91 -2%
Ameriprise
59
Ameriprise
Minnesota
$4.97M 4,457 +189 +4%
Citigroup
60
Citigroup
New York
$4.82M 4,319 +1,376 +47%
Balyasny Asset Management
61
Balyasny Asset Management
Illinois
$4.77M 4,281 +3,789 +770%
Barclays
62
Barclays
United Kingdom
$4.49M 4,024 +2,213 +122%
LDB
63
Lee, Danner & Bass
Tennessee
$4.44M 3,983 -30 -0.7%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$4.4M 3,942 -500 -11%
Invesco
65
Invesco
Georgia
$4.39M 3,936 -454 -10%
UBS Group
66
UBS Group
Switzerland
$4.34M 3,891 +288 +8%
Brown Advisory
67
Brown Advisory
Maryland
$3.92M 3,517 – –
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$3.73M 3,345 – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$3.62M 3,244 +1,093 +51%
SOADOR
70
State of Alaska Department of Revenue
Alaska
$3.21M 2,879 +2,284 +384%
Truist Financial
71
Truist Financial
North Carolina
$3.11M 2,788 +260 +10%
WG
72
Winton Group
United Kingdom
$3.07M 2,753 -193 -7%
EAM
73
Eagle Asset Management
Florida
$3.02M 2,675 -2,690 -50%
Millennium Management
74
Millennium Management
New York
$2.94M 2,634 -2,655 -50%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$2.86M 2,569 -16,960 -87%
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3
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