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White Mountains Insurance
WTM

Overview Fund Activity

248 hedge funds and large institutions have $3B invested in White Mountains Insurance in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 92 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-1
Holders Change %
-0.4%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
22
Increased
61
Reduced
92
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$21.9M
2
BlackRock
BlackRock
New York
$161M
3
MAM
Martingale Asset Management
Massachusetts
$16.5M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$150M
5
ACM
Atlanta Capital Management
Georgia
$115M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$67.6M
2
Victory Capital Management
Victory Capital Management
Texas
$99.3M
3
Goldman Sachs
Goldman Sachs
New York
$48.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$270M
5
Boston Partners
Boston Partners
Massachusetts
$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
126
RegentAtlantic Capital
New Jersey
$710K -$6.48K -6 -0.9%
PCA
127
Personal Capital Advisors
California
$695K +$695K +644 New
PP
128
Pegasus Partners
Wisconsin
$691K -$1.8M -1,667 -72%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$690K +$123K +114 +22%
Verition Fund Management
130
Verition Fund Management
Connecticut
$667K -$214K -198 -24%
AB
131
Amalgamated Bank
New York
$662K -$6.48K -6 -1%
KFC
132
Klingenstein Fields & Co
New York
$624K -$48.6K -45 -7%
Comerica Bank
133
Comerica Bank
Texas
$599K -$141K -130 -19%
URS
134
Utah Retirement Systems
Utah
$598K – – –
VOYA Investment Management
135
VOYA Investment Management
Georgia
$592K – – –
D.E. Shaw & Co
136
D.E. Shaw & Co
New York
$570K +$570K +528 New
FFA
137
Fragasso Financial Advisors
Pennsylvania
$545K – – –
KPW
138
Kore Private Wealth
New York
$536K – – –
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$524K -$8.64K -8 -2%
KIA
140
KCM Investment Advisors
California
$505K – – –
FHB
141
First Hawaiian Bank
Hawaii
$502K – – –
Rafferty Asset Management
142
Rafferty Asset Management
New York
$500K -$67K -62 -12%
DIM
143
DC Investments Management
Virginia
$500K -$51.8K -48 -9%
RCA
144
Rowland Carmichael Advisors
Arizona
$485K – – –
WF
145
Welch & Forbes
Massachusetts
$478K – – –
CCIA
146
Campbell & Co Investment Adviser
Maryland
$477K +$150K +139 +46%
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$472K -$4.32K -4 -0.9%
AIL
148
AGF Investments LLC
Ontario, Canada
$460K +$136K +126 +42%
B
149
Barings
North Carolina
$457K +$457K +423 New
HKAM
150
Horizon Kinetics Asset Management
New York
$441K – – –
4 5
6
7 8