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White Mountains Insurance
WTM

Overview Fund Activity

196 hedge funds and large institutions have $3.51B invested in White Mountains Insurance in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+10
Holders Change %
+5.38%
% of All Funds
5.15%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
24
Increased
50
Reduced
75
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$79.3M
2
ACM
2
Atlanta Capital Management
Georgia
$25.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$33M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$7.84M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$5.62M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$106M
2
TAM
2
Third Avenue Management
New York
$64.9M
3
SCP
3
Scoria Capital Partners
Connecticut
$1.28M
4
AI
4
Analytic Investors
California
$0
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$34K – – –
Creative Planning
177
Creative Planning
Kansas
$32K – – –
KT
178
Kanaly Trust
Texas
$30K – – –
VNA
179
Valley National Advisers
Pennsylvania
$29K – – –
PMFA
180
Plante Moran Financial Advisors
Michigan
$23K – – –
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$21K +$21K +29 New
BBHC
182
Brown Brothers Harriman & Co
New York
$20K – – –
ASN
183
Advisory Services Network
Georgia
$15K -$1.5K -2 -9%
ZB
184
Zions Bancorporation
Utah
$12K – – –
DPA
185
Delphi Private Advisors
California
$11K +$11K +15 New
VCM
186
Versant Capital Management
Arizona
$11K +$11K +16 New
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$6.75K -9 -43%
TWA
188
TCI Wealth Advisors
Arizona
$9K – – –
LIA
189
LS Investment Advisors
Michigan
$9K +$9K +13 New
PCM
190
Penserra Capital Management
California
$7K +$7K +10 New
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$6K +$4.5K +6 +300%
CFA
192
Carroll Financial Associates
North Carolina
$3K – – –
MFBTD
193
MB Financial Bank - Trust Department
Illinois
$3K – – –
S
194
SignatureFD
Georgia
$1K -$4.5K -9 -82%
AssetMark Inc
195
AssetMark Inc
California
$1K +$1K +1 New
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117 – – –
AI
197
Analytic Investors
California
– -$11.8M -15,787 Closed
PP
198
PDT Partners
New York
– -$2.76M -3,699 Closed
ARC
199
Absolute Return Capital
Massachusetts
– -$2.23M -2,983 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
– -$1.94M -2,601 Closed
5 6 7
8
9