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White Mountains Insurance
WTM

Overview Fund Activity

169 hedge funds and large institutions have $3.21B invested in White Mountains Insurance in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-14
Holders Change %
-7.65%
% of All Funds
4.91%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.26%
New
6
Increased
58
Reduced
70
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$167M
2
Jennison Associates
Jennison Associates
New York
$136M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$207M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$12.5M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$25.9M

Top Sellers

1
LCOV
London Company of Virginia
Virginia
$139M
2
Norges Bank
Norges Bank
Norway
$25.5M
3
RRAM
River Road Asset Management
Kentucky
$67.8M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
Franklin Resources
Franklin Resources
California
$900M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
126
Nationwide Fund Advisors
Ohio
$357K – – –
Truist Financial
127
Truist Financial
North Carolina
$353K -$45.3K -72 -11%
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$346K +$63K +100 +22%
COI
129
Connable Office Inc
Michigan
$339K +$16.4K +26 +5%
HI
130
HBK Investments
Texas
$328K -$1.51M -2,393 -82%
EWM
131
Evercore Wealth Management
New York
$315K – – –
KeyBank National Association
132
KeyBank National Association
Ohio
$288K – – –
Barclays
133
Barclays
United Kingdom
$275K +$68.4K +109 +33%
P
134
Pitcairn
Pennsylvania
$271K -$630 -1 -0.2%
ZIM
135
Zacks Investment Management
Illinois
$261K -$70.4K -112 -21%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$252K -$1.19M -1,894 -83%
GHAM
137
Gilman Hill Asset Management
Connecticut
$252K – – –
WAM
138
World Asset Management
Michigan
$210K +$210K +333 New
OC
139
Oppenheimer & Co
New York
$200K +$200K +317 New
WEC
140
Winslow Evans & Crocker
Massachusetts
$189K +$189K +300 New
PAM
141
Panagora Asset Management
Massachusetts
$189K – – –
BlackRock
142
BlackRock
New York
$158K -$201K -318 -56%
AIG
143
American International Group
New York
$134K -$6.93K -11 -5%
BG
144
BlackRock Group
United Kingdom
$129K -$60.4K -96 -32%
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$127K -$1.26K -2 -1%
MI
146
Markston International
New York
$126K – – –
MLICM
147
Metropolitan Life Insurance Company (MetLife)
New York
$118K +$2.51K +4 +2%
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$101K +$2.51K +4 +3%
Creative Planning
149
Creative Planning
Kansas
$91K -$4.39K -7 -5%
GT
150
Glenmede Trust
Pennsylvania
$87K -$332K -531 -79%
4 5
6
7 8