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White Mountains Insurance
WTM

Overview Fund Activity

214 hedge funds and large institutions have $2.65B invested in White Mountains Insurance in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+21
Holders Change %
+10.88%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.16%
New
38
Increased
60
Reduced
79
Closed
17
Calls
–
Puts
$1.15M
Net Calls
-$1.15M
Net Calls Change
-$1.15M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$42M
2
Boston Partners
Boston Partners
Massachusetts
$137M
3
FMI
Fiduciary Management Inc
Wisconsin
$97.4M
4
BAM
Burgundy Asset Management
Ontario, Canada
$27.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$151M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$221K
2
Jennison Associates
Jennison Associates
New York
$0
3
Renaissance Technologies
Renaissance Technologies
New York
$10.4M
4
EC
EJF Capital
Virginia
$0
5
Bank of America
Bank of America
North Carolina
$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rafferty Asset Management
126
Rafferty Asset Management
New York
$661K +$40.9K +48 +7%
First Trust Advisors
127
First Trust Advisors
Illinois
$644K +$644K +756 New
KIA
128
KCM Investment Advisors
California
$637K – – –
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$626K -$128K -150 -17%
JPMorgan Chase & Co
130
JPMorgan Chase & Co
New York
$624K +$624K +734 New
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$601K -$92.8K -109 -13%
AB
132
Amalgamated Bank
New York
$583K -$86K -101 -13%
TAM
133
Troy Asset Management
United Kingdom
$566K +$566K +665 New
SG Americas Securities
134
SG Americas Securities
New York
$519K +$119K +140 +30%
URS
135
Utah Retirement Systems
Utah
$498K -$170K -200 -25%
Tudor Investment Corp
136
Tudor Investment Corp
Connecticut
$485K +$17.9K +21 +4%
HK
137
Horizon Kinetics
New York
$453K – – –
ProShare Advisors
138
ProShare Advisors
Maryland
$445K -$39.1K -46 -8%
FFA
139
Fragasso Financial Advisors
Pennsylvania
$430K +$4.26K +5 +1%
LTFS
140
Ladenburg Thalmann Financial Services
Florida
$425K -$106K -125 -20%
DADC
141
D.A. Davidson & Co
Montana
$397K +$2.56K +3 +0.6%
MC
142
Menta Capital
California
$384K +$384K +451 New
IMOV
143
Investment Management of Virginia
Virginia
$348K – – –
EWM
144
Evercore Wealth Management
New York
$341K – – –
OAM
145
Oxford Asset Management
United Kingdom
$339K +$339K +399 New
VF
146
Virtu Financial
New York
$336K +$65.5K +77 +24%
XK
147
Xact Kapitalforvaltning
Sweden
$335K +$335K +393 New
RCA
148
Rowland Carmichael Advisors
Arizona
$333K -$34.1K -40 -9%
RC
149
Roundview Capital
New Jersey
$314K +$17K +20 +6%
Prudential Financial
150
Prudential Financial
New Jersey
$290K -$76.5K -90 -21%
4 5
6
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