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White Mountains Insurance
WTM

Overview Fund Activity

186 hedge funds and large institutions have $3.12B invested in White Mountains Insurance in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 66 increasing their positions, 59 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
5.4%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
18
Increased
66
Reduced
59
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$119M
2
LCOV
2
London Company of Virginia
Virginia
$193M
3
Nordea Investment Management
3
Nordea Investment Management
Sweden
$13.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$142M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$196M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$90.1M
2
AL
2
AJO LP
Pennsylvania
$1.57M
3
OAM
3
Oxford Asset Management
United Kingdom
$7.88M
4
Jennison Associates
4
Jennison Associates
New York
$122M
5
HK
5
Horizon Kinetics
New York
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
176
Creative Planning
Kansas
$27K +$25.8K +42 +2,100%
GT
177
Glenmede Trust
Pennsylvania
$25K – – –
PMFA
178
Plante Moran Financial Advisors
Michigan
$19K – – –
Walleye Trading
179
Walleye Trading
New York
$14K -$19.5K -32 -58%
DADC
180
D.A. Davidson & Co
Montana
$11K +$11K +19 New
MA
181
MUFG Americas
New York
$10K +$3.53K +6 +55%
TWA
182
TCI Wealth Advisors
Arizona
$7K – – –
RFA
183
Reilly Financial Advisors
California
$7K – – –
WA
184
Waverly Advisors
Alabama
$7K +$7K +12 New
ASN
185
Advisory Services Network
Georgia
$4K +$4K +7 New
EFSCE
186
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
BPBT
187
Boston Private Bank & Trust
Massachusetts
$2K +$2K +4 New
Ohio Public Employees Retirement System (OPERS)
188
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.09M -1,916 Closed
MAM
189
Martingale Asset Management
Massachusetts
– -$867K -1,526 Closed
WMSA
190
Weiss Multi-Strategy Advisers
New York
– -$681K -1,200 Closed
WF
191
Welch & Forbes
Massachusetts
– -$477K -841 Closed
CAM
192
Capstone Asset Management
Texas
– -$440K -775 Closed
ARTA
193
A.R.T. Advisors
New York
– -$340K -599 Closed
FCBT
194
First Citizens Bank & Trust
North Carolina
– -$330K -582 Closed
ZIM
195
Zacks Investment Management
Illinois
– -$273K -480 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
– -$243K -428 Closed
4 5 6 7
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