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White Mountains Insurance
WTM

Overview Fund Activity

234 hedge funds and large institutions have $2.71B invested in White Mountains Insurance in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 52 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+11
Holders Change %
+4.93%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
41
Increased
52
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$162M
2
CSC
2
Cove Street Capital
California
$22.7M
3
ACM
3
Atlanta Capital Management
Georgia
$201M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$251M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.17M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$41.1M
2
Wells Fargo
2
Wells Fargo
California
$43.6M
3
WHG
3
Westwood Holdings Group
Texas
$11.9M
4
FAM
4
Fenimore Asset Management
New York
$17.8M
5
NI
5
Nuance Investments
Missouri
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
76
Pecaut & Co
Iowa
$2.38M -$405K -405 -15%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$2.36M +$2.26M +2,262 +2,262%
SEI Investments
78
SEI Investments
Pennsylvania
$2.21M -$214K -214 -9%
DC
79
Davenport & Co
Virginia
$2.17M -$45K -45 -2%
JPMorgan Chase & Co
80
JPMorgan Chase & Co
New York
$2.15M -$1.09M -1,088 -34%
Point72 Asset Management
81
Point72 Asset Management
Connecticut
$2.1M +$2.1M +2,100 New
Stifel Financial
82
Stifel Financial
Missouri
$2.1M +$134K +134 +7%
ECM
83
ExodusPoint Capital Management
New York
$2.02M +$2.02M +2,015 New
Osaic Holdings
84
Osaic Holdings
Arizona
$1.89M +$41K +41 +2%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$1.84M -$2.94M -2,940 -61%
Barclays
86
Barclays
United Kingdom
$1.81M +$472K +471 +35%
JPMPWA
87
J.P. Morgan Private Wealth Advisors
California
$1.81M -$16K -16 -0.9%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$1.68M -$105K -105 -6%
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.67M +$1.67M +1,671 New
GC
90
Gratus Capital
Georgia
$1.63M -$10K -10 -0.6%
AllianceBernstein
91
AllianceBernstein
Tennessee
$1.62M -$96.1K -96 -6%
Creative Planning
92
Creative Planning
Kansas
$1.49M -$185K -185 -11%
EVM
93
Eaton Vance Management
Massachusetts
$1.47M – – –
KeyBank National Association
94
KeyBank National Association
Ohio
$1.36M +$15K +15 +1%
Rafferty Asset Management
95
Rafferty Asset Management
New York
$1.25M +$203K +203 +19%
1IA
96
1834 Investment Advisors
Wisconsin
$1.18M – – –
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$1.16M +$565K +565 +95%
Treasurer of the State of North Carolina
98
Treasurer of the State of North Carolina
North Carolina
$1.11M – – –
Nisa Investment Advisors
99
Nisa Investment Advisors
Missouri
$1.1M – – –
BAM
100
Brave Asset Management
New Jersey
$1.09M – – –
2 3
4
5 6