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White Mountains Insurance
WTM

Overview Fund Activity

231 hedge funds and large institutions have $2.86B invested in White Mountains Insurance in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
4.06%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
22
Increased
71
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PG
1
Pendal Group
Australia
$31.5M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$88.8M
3
RA
3
Royce & Associates
New York
$7.38M
4
EAM
4
Eagle Asset Management
Florida
$9.73M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$161M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$20.1M
2
MAP
2
Madison Avenue Partners
New York
$0
3
ACM
3
Atlanta Capital Management
Georgia
$189M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$239M
5
Northern Trust
5
Northern Trust
Illinois
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Holocene Advisors
76
Holocene Advisors
New York
$2.64M -$644K -602 -20%
Bank of Nova Scotia
77
Bank of Nova Scotia
Ontario, Canada
$2.63M -$2.49M -2,328 -49%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$2.62M -$1.02M -951 -28%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$2.54M +$33.2K +31 +1%
Allianz Asset Management
80
Allianz Asset Management
Germany
$2.51M +$2.2M +2,053 +703%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$2.5M +$263K +246 +12%
CIBC Asset Management
82
CIBC Asset Management
Ontario, Canada
$2.47M +$1.17M +1,092 +90%
DC
83
Davenport & Co
Virginia
$2.45M +$21.4K +20 +0.9%
Franklin Resources
84
Franklin Resources
California
$2.43M +$2.43M +2,270 New
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.16M +$10.7K +10 +0.5%
PC
86
Pecaut & Co
Iowa
$2.13M -$356K -333 -14%
Stifel Financial
87
Stifel Financial
Missouri
$2.12M +$65.2K +61 +3%
SO
88
STRS Ohio
Ohio
$2.12M -$253K -237 -11%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$2.06M +$116K +108 +6%
ECM
90
ExodusPoint Capital Management
New York
$1.92M +$295K +276 +18%
Osaic Holdings
91
Osaic Holdings
Arizona
$1.78M -$400K -374 -18%
Creative Planning
92
Creative Planning
Kansas
$1.75M -$3.21K -3 -0.2%
SEI Investments
93
SEI Investments
Pennsylvania
$1.72M -$23.9K -23 -1%
Millennium Management
94
Millennium Management
New York
$1.6M +$1.36M +1,271 +567%
EVM
95
Eaton Vance Management
Massachusetts
$1.58M -$7.49K -7 -0.5%
AllianceBernstein
96
AllianceBernstein
Tennessee
$1.58M -$157K -147 -9%
Rafferty Asset Management
97
Rafferty Asset Management
New York
$1.55M -$277K -259 -15%
Mitsubishi UFJ Trust & Banking
98
Mitsubishi UFJ Trust & Banking
Japan
$1.55M +$428K +400 +38%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$1.53M +$17.1K +16 +1%
KeyBank National Association
100
KeyBank National Association
Ohio
$1.49M -$385K -360 -21%
2 3
4
5 6