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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 %
TL
201
TrueWealth LLC
Georgia
$9K +$9K +11 New
SPI
202
Santori & Peters Inc
Pennsylvania
$9K +$9K +12 New
HFP
203
Holistic Financial Partners
Indiana
$7K +$7K +8 New
CFA
204
Carroll Financial Associates
North Carolina
$5K – – –
Lazard Asset Management
205
Lazard Asset Management
New York
$5K – – –
QCG
206
Quadrant Capital Group
Ohio
$4K -$12K -18 -75%
STA
207
Summit Trail Advisors
New York
$4K +$4K +5 New
MOS
208
MGO One Seven
Ohio
$4K +$4K +5 New
LWCFA
209
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
WWM
210
Wagner Wealth Management
South Carolina
$3K +$3K +3 New
IWM
211
IHT Wealth Management
Illinois
$2K – – –
Bessemer Group
212
Bessemer Group
New Jersey
$2K – – –
EARNEST Partners
213
EARNEST Partners
Georgia
$1K +$1K +1 New
PCG
214
Private Capital Group
Connecticut
$30 +$30 +35 New
Jennison Associates
215
Jennison Associates
New York
– -$26.8M -31,313 Closed
EC
216
EJF Capital
Virginia
– -$17.7M -20,625 Closed
MWM
217
Mascoma Wealth Management
New Hampshire
– -$4.58M -5,344 Closed
FCH
218
Freestone Capital Holdings
Washington
– -$1.13M -1,320 Closed
Jane Street
219
Jane Street
New York
– -$722K -842 Closed
WF
220
Welch & Forbes
Massachusetts
– -$626K -730 Closed
LCM
221
Laurion Capital Management
New York
– -$343K -400 Closed
SFM
222
Soros Fund Management
New York
– -$343K -400 Closed
NFA
223
Nationwide Fund Advisors
Ohio
– -$316K -369 Closed
HF
224
HRT Financial
New York
– -$306K -358 Closed
AGM
225
Alpine Global Management
New York
– -$240K -280 Closed
6 7 8
9
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