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White Mountains Insurance
WTM

Overview Fund Activity

233 hedge funds and large institutions have $3.11B invested in White Mountains Insurance in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 64 increasing their positions, 92 reducing their positions, and 28 closing their positions.

Holders
233
Holders Change
-12
Holders Change %
-4.9%
% of All Funds
4.07%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
17
Increased
64
Reduced
92
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Scout Investments
Missouri
$64.7M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$111M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$32.4M
4
State Street
4
State Street
Massachusetts
$69.8M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$75.2M

Top Sellers

1
NI
1
Nuance Investments
Missouri
$1.23M
2
BlackRock
2
BlackRock
New York
$147M
3
MAP
3
Madison Avenue Partners
New York
$23.8M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$0
5
Victory Capital Management
5
Victory Capital Management
Texas
$62.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$2.91M 2,531 -38 -1%
EAM
77
Eagle Asset Management
Florida
$2.87M 2,500 -175 -7%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$2.69M 2,342 +227 +11%
PC
79
Pecaut & Co
Iowa
$2.67M 2,324 -12 -0.5%
DC
80
Davenport & Co
Virginia
$2.61M 2,272 +116 +5%
SO
81
STRS Ohio
Ohio
$2.55M 2,218 +414 +23%
OAM
82
Oppenheimer Asset Management
New York
$2.49M 2,165 -398 -16%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$2.4M 2,093 +2,093 New
Osaic Holdings
84
Osaic Holdings
Arizona
$2.35M 2,041 +114 +6%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.3M 2,007 +55 +3%
N
86
Natixis
France
$2.27M 1,978 – –
Stifel Financial
87
Stifel Financial
Missouri
$2.21M 1,925 -81 -4%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$2.09M 1,821 +39 +2%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$2.07M 1,800 -500 -22%
KeyBank National Association
90
KeyBank National Association
Ohio
$2.01M 1,749 +433 +33%
Rafferty Asset Management
91
Rafferty Asset Management
New York
$1.96M 1,711 +193 +13%
Creative Planning
92
Creative Planning
Kansas
$1.88M 1,637 -77 -4%
AllianceBernstein
93
AllianceBernstein
Tennessee
$1.86M 1,620 -100 -6%
SEI Investments
94
SEI Investments
Pennsylvania
$1.84M 1,673 -470 -22%
ECM
95
ExodusPoint Capital Management
New York
$1.74M 1,518 -281 -16%
EVM
96
Eaton Vance Management
Massachusetts
$1.7M 1,482 -1 -0.1%
KBC Group
97
KBC Group
Belgium
$1.64M 1,432 -458 -24%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.62M 1,410 -178 -11%
CIBC Asset Management
99
CIBC Asset Management
Ontario, Canada
$1.4M 1,218 – –
1IA
100
1834 Investment Advisors
Wisconsin
$1.35M 1,176 – –
2 3
4
5 6