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White Mountains Insurance
WTM

Overview Fund Activity

234 hedge funds and large institutions have $2.71B invested in White Mountains Insurance in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 52 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+11
Holders Change %
+4.93%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
41
Increased
52
Reduced
86
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RRAM
1
River Road Asset Management
Kentucky
$162M
2
CSC
2
Cove Street Capital
California
$22.7M
3
ACM
3
Atlanta Capital Management
Georgia
$201M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$251M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$9.17M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$41.1M
2
Wells Fargo
2
Wells Fargo
California
$43.6M
3
WHG
3
Westwood Holdings Group
Texas
$11.9M
4
FAM
4
Fenimore Asset Management
New York
$17.8M
5
NI
5
Nuance Investments
Missouri
$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$548K -$419K -417 -43%
Bank of Nova Scotia
127
Bank of Nova Scotia
Ontario, Canada
$541K -$90K -90 -14%
GT
128
Glenmede Trust
Pennsylvania
$533K +$85K +85 +19%
Holocene Advisors
129
Holocene Advisors
New York
$533K +$533K +533 New
LPL Financial
130
LPL Financial
California
$524K +$26K +26 +5%
FFA
131
Fragasso Financial Advisors
Pennsylvania
$505K – – –
PCA
132
Personal Capital Advisors
California
$494K – – –
Balyasny Asset Management
133
Balyasny Asset Management
Illinois
$492K -$1.18M -1,182 -71%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$486K -$145K -145 -23%
CPIG
135
Chicago Partners Investment Group
Illinois
$468K – – –
RC
136
Roundview Capital
New Jersey
$451K – – –
KIA
137
KCM Investment Advisors
California
$443K – – –
D.E. Shaw & Co
138
D.E. Shaw & Co
New York
$428K – – –
RC
139
RegentAtlantic Capital
New Jersey
$407K -$579K -579 -59%
OMC
140
Old Mission Capital
Illinois
$404K +$404K +404 New
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$392K – – –
LWAM
142
Legacy Wealth Asset Management
Minnesota
$391K +$391K +391 New
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$387K – – –
Deutsche Bank
144
Deutsche Bank
Germany
$378K -$120K -120 -24%
AB
145
Amalgamated Bank
New York
$376K – – –
Financial Engines Advisors
146
Financial Engines Advisors
California
$372K – – –
CDH
147
Charles D. Hyman
$350K – – –
PP
148
Paloma Partners
Connecticut
$342K -$1.17M -1,168 -77%
Jane Street
149
Jane Street
New York
$341K -$1.66M -1,655 -83%
RJT
150
Raymond James Trust
Florida
$337K +$24K +24 +8%
4 5
6
7 8