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Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$520M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$115M
3
SCM
Sahana Capital Management
Connecticut
$148M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$591M
5
CCMG
Clark Capital Management Group
Pennsylvania
$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$981M
2
Morgan Stanley
Morgan Stanley
New York
$234M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.53B
4
AGA
Altrinsic Global Advisors
Connecticut
$176M
5
BlackRock
BlackRock
New York
$2.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$2.96M +$352K +1,280 +13%
QT
252
Quantbot Technologies
New York
$2.95M +$2.95M +10,735 New
BC
253
Burney Company
Virginia
$2.94M +$2.94M +10,689 New
MF
254
Magnetar Financial
Illinois
$2.93M -$1.53M -5,565 -34%
Stifel Financial
255
Stifel Financial
Missouri
$2.82M -$533K -1,940 -16%
Mariner
256
Mariner
Kansas
$2.78M +$422K +1,535 +18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
257
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.75M -$12.7M -46,000 -82%
TAM
258
Tocqueville Asset Management
New York
$2.7M +$55K +200 +2%
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$2.67M +$25.3K +92 +1%
CSPIA
260
Cary Street Partners Investment Advisory
Virginia
$2.64M +$136K +493 +5%
Nisa Investment Advisors
261
Nisa Investment Advisors
Missouri
$2.64M -$9.82M -35,581 -79%
Wealthfront Advisers
262
Wealthfront Advisers
California
$2.62M +$631K +2,295 +32%
National Bank of Canada
263
National Bank of Canada
Quebec, Canada
$2.54M +$1.21M +4,705 +91%
MA
264
Montag & Associates
Georgia
$2.53M -$1.65K -6 -0.1%
EF
265
Empowered Funds
Pennsylvania
$2.51M +$2.15M +7,836 +615%
Osaic Holdings
266
Osaic Holdings
Arizona
$2.45M +$1.15M +4,183 +88%
RJFSA
267
Raymond James Financial Services Advisors
Florida
$2.43M +$25.6K +93 +1%
AIM
268
Achmea Investment Management
Netherlands
$2.42M +$1.72M +6,266 +247%
OPERF
269
Oregon Public Employees Retirement Fund
Oregon
$2.42M +$208K +757 +9%
CIC
270
Cornercap Investment Counsel
Georgia
$2.41M -$1.93K -7 -0.1%
GIBU
271
Gulf International Bank (UK)
United Kingdom
$2.41M – – –
PP
272
Prudential plc
United Kingdom
$2.4M +$798K +2,903 +50%
MG
273
Markel Group
Virginia
$2.37M – – –
HT
274
Headlands Technologies
Illinois
$2.35M +$953K +3,466 +68%
TRSOTSOK
275
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M -$160K -582 -6%
9 10
11
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