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White Mountains Insurance
WTM

Overview Fund Activity

178 hedge funds and large institutions have $3.45B invested in White Mountains Insurance in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 60 increasing their positions, 64 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-5
Holders Change %
-2.73%
% of All Funds
4.75%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
10
Increased
60
Reduced
64
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAM
1
Impax Asset Management
New Hampshire
$13.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$192M
3
Boston Partners
3
Boston Partners
Massachusetts
$96.7M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$43.2M
5
LCOV
5
London Company of Virginia
Virginia
$155M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$129M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$0
3
AR
3
Advisory Research
Illinois
$76.9M
4
RRAM
4
River Road Asset Management
Kentucky
$69.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
COI
126
Connable Office Inc
Michigan
$373K +$4.79K +7 +1%
Prudential Financial
127
Prudential Financial
New Jersey
$357K -$54.8K -80 -13%
UBS AM
128
UBS AM
Illinois
$349K -$203K -297 -37%
SB
129
Suntrust Banks
Georgia
$345K – – –
EWM
130
Evercore Wealth Management
New York
$342K – – –
Invesco
131
Invesco
Georgia
$329K -$877K -1,280 -73%
Truist Financial
132
Truist Financial
North Carolina
$311K -$13.7K -20 -4%
GT
133
Glenmede Trust
Pennsylvania
$294K +$199K +291 +209%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$278K +$76K +111 +38%
P
135
Pitcairn
Pennsylvania
$277K -$13.7K -20 -5%
GHAM
136
Gilman Hill Asset Management
Connecticut
$274K – – –
FA
137
FDx Advisors
Illinois
$243K +$243K +400 New
KeyBank National Association
138
KeyBank National Association
Ohio
$239K -$65.1K -95 -21%
JHC
139
JFB Holdings Corp
Georgia
$239K +$239K +349 New
Rafferty Asset Management
140
Rafferty Asset Management
New York
$235K +$235K +344 New
HSBC Holdings
141
HSBC Holdings
United Kingdom
$230K +$230K +336 New
AAM
142
Aston Asset Management
Illinois
$219K – – –
SEI Investments
143
SEI Investments
Pennsylvania
$219K +$86.3K +130 +65%
OC
144
Oppenheimer & Co
New York
$217K – – –
RC
145
Roundview Capital
New Jersey
$217K +$217K +317 New
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$216K -$1.34M -1,956 -86%
William Blair & Company
147
William Blair & Company
Illinois
$209K +$209K +305 New
WEC
148
Winslow Evans & Crocker
Massachusetts
$205K – – –
PAM
149
Panagora Asset Management
Massachusetts
$205K – – –
GS
150
GAM Systematic
United Kingdom
$204K +$45.2K +66 +28%
4 5
6
7 8