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White Mountains Insurance
WTM

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.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

12% more capital invested

Capital invested by funds: $2.71B → $3.02B (+$316M)

5% more funds holding

Funds holding: 234 → 245 (+11)

0.4% more ownership

Funds ownership: 87% → 87.41% (+0.4%)

12% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 81

Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
4.3%
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

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$49.1M
2
MAP
Madison Avenue Partners
New York
+$36.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$16.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$16.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
NI
Nuance Investments
Missouri
-$76.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$19M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$16.5M
4
Victory Capital Management
Victory Capital Management
Texas
-$16.3M
5
Norges Bank
Norges Bank
Norway
-$14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.24M +$1.25M +1,114 New
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$1.23M -$8.95K -8 -0.7%
BAM
103
Brave Asset Management
New Jersey
$1.21M – – –
HKAM
104
Horizon Kinetics Asset Management
New York
$1.15M – – –
PIM
105
Parker Investment Management
California
$1.12M – – –
Mitsubishi UFJ Trust & Banking
106
Mitsubishi UFJ Trust & Banking
Japan
$1.11M +$120K +107 +11%
Allianz Asset Management
107
Allianz Asset Management
Germany
$1.1M +$1.1M +984 New
ASRS
108
Arizona State Retirement System
Arizona
$1.01M +$4.47K +4 +0.4%
PP
109
Paloma Partners
Connecticut
$1M +$624K +558 +163%
Axa
110
Axa
France
$1M +$1.01M +900 New
Tudor Investment Corp
111
Tudor Investment Corp
Connecticut
$944K +$947K +847 New
Holocene Advisors
112
Holocene Advisors
New York
$899K +$305K +273 +51%
AG
113
AlphaSimPlex Group
Massachusetts
$841K – – –
KS
114
Karpas Strategies
Connecticut
$837K – – –
Neuberger Berman Group
115
Neuberger Berman Group
New York
$826K +$39.1K +35 +5%
Squarepoint
116
Squarepoint
New York
$805K +$808K +722 New
IWP
117
Icon Wealth Partners
Texas
$797K -$6.71K -6 -0.8%
Arrowstreet Capital
118
Arrowstreet Capital
Massachusetts
$780K +$783K +700 New
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$766K +$768K +687 New
BIP
120
Brandes Investment Partners
California
$760K -$1.12K -1 -0.1%
PCM
121
Parsons Capital Management
Rhode Island
$758K – – –
CSS
122
Cubist Systematic Strategies
Connecticut
$743K +$548K +490 +278%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$731K – – –
Verition Fund Management
124
Verition Fund Management
Connecticut
$717K +$719K +643 New
ANTB
125
AMG National Trust Bank
Colorado
$670K +$11.2K +10 +2%
3 4
5
6 7

WTM Hedge Fund Activity: Q1 2021 in Review

245 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in White Mountains Insurance (WTM) for Q1 2021, worth a combined $3.02B — up 12% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WTM positions and 24 closed out — a net gain of 15 holders — while 71 added to existing stakes and 81 trimmed.

The largest buyer was Artisan Partners, adding an estimated $49.1M. The largest seller was Nuance Investments, cutting an estimated $76.3M.

  • 245 institutional investors held White Mountains Insurance (WTM) as of Q1 2021, up from 234 in Q4 2020.
  • Funds reported $3.02B of White Mountains Insurance stock for Q1 2021, up 12% quarter-over-quarter.
  • 39 funds opened new White Mountains Insurance positions in Q1 2021 and 24 closed out, a net change of +15 holders.
  • The largest White Mountains Insurance buyer in Q1 2021 was Artisan Partners, an estimated $49.1M added.
  • The largest White Mountains Insurance seller in Q1 2021 was Nuance Investments, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2021.