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Willis Towers Watson
WTW

Overview Fund Activity

489 hedge funds and large institutions have $24B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
9.66%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
67
Increased
168
Reduced
158
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$325M
2
CVA
Ceredex Value Advisors
Florida
$219M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$77M
4
Artisan Partners
Artisan Partners
Wisconsin
$854M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.34B

Top Sellers

1
Invesco
Invesco
Georgia
$463M
2
Capital International Investors
Capital International Investors
California
$354M
3
Capital Research Global Investors
Capital Research Global Investors
California
$408M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$113M
5
SCA
Southpoint Capital Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
276
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$943K -$505K -2,500 -35%
IMRF
277
Illinois Municipal Retirement Fund
Illinois
$928K +$928K +4,596 New
SA
278
SRH Advisors
Kansas
$906K – – –
SWP
279
Stratos Wealth Partners
Ohio
$882K – – –
FMW
280
Farr Miller & Washington
District of Columbia
$864K +$84.8K +420 +11%
JHP
281
James Hambro & Partners
United Kingdom
$858K +$858K +4,250 New
WEC
282
Winslow Evans & Crocker
Massachusetts
$850K – – –
SAM
283
Symphony Asset Management
California
$845K +$845K +4,186 New
LIA
284
LS Investment Advisors
Michigan
$840K -$7.27K -36 -0.9%
V
285
Veritable
Delaware
$840K +$3.23K +16 +0.4%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$838K +$162K +804 +24%
APG Asset Management
287
APG Asset Management
Netherlands
$823K -$761K -4,228 -48%
Wealthfront Advisers
288
Wealthfront Advisers
California
$816K -$177K -876 -18%
ECM
289
Everence Capital Management
Indiana
$790K +$315K +1,560 +66%
PP
290
Paloma Partners
Connecticut
$777K +$113K +558 +17%
BCV
291
Banque Cantonale Vaudoise
Switzerland
$766K +$766K +3,795 New
TC
292
Telemus Capital
Michigan
$755K +$8.08K +40 +1%
CI
293
Cigna Investments
Connecticut
$729K -$64.5K -305 -8%
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$726K +$67.8K +336 +10%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$725K – – –
MYIA
296
Mount Yale Investment Advisors
Colorado
$697K -$718K -3,400 -51%
LPL Financial
297
LPL Financial
California
$695K +$96.9K +480 +16%
TA
298
Tiedemann Advisors
New York
$688K -$1.01K -5 -0.1%
AssetMark Inc
299
AssetMark Inc
California
$680K +$680K +3,368 New
First Manhattan
300
First Manhattan
New York
$672K – – –
10 11
12
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