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Willis Towers Watson
WTW

Overview Fund Activity

562 hedge funds and large institutions have $20.6B invested in Willis Towers Watson in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-10
Holders Change %
-1.75%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
60
Increased
189
Reduced
206
Closed
62
Calls
$49.2M
Puts
$35.9M
Net Calls
+$13.3M
Net Calls Change
-$11.4M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$127M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$1.35B
3
BG
3
Baupost Group
Massachusetts
$258M
4
Harris Associates
4
Harris Associates
Illinois
$827M
5
GCM
5
Glenview Capital Management
New York
$70.6M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$435M
2
Barclays
2
Barclays
United Kingdom
$149M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.21B
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.7M
5
Victory Capital Management
5
Victory Capital Management
Texas
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
276
Markel Group
Virginia
$1.31M – – –
VPIM
277
Vanguard Personalized Indexing Management
California
$1.31M +$362K +1,801 +38%
Wealthfront Advisers
278
Wealthfront Advisers
California
$1.22M +$572K +2,847 +89%
PCM
279
Prelude Capital Management
New York
$1.2M -$253K -1,258 -17%
RJT
280
Raymond James Trust
Florida
$1.18M +$21.3K +106 +2%
CGH
281
Crossmark Global Holdings
Texas
$1.16M -$116K -577 -9%
NMERB
282
New Mexico Educational Retirement Board
New Mexico
$1.15M -$221K -1,100 -16%
TC
283
Toews Corporation
New Jersey
$1.15M +$1.15M +5,700 New
AWP
284
Accretive Wealth Partners
New Jersey
$1.12M +$4.22K +21 +0.4%
LOPW
285
Live Oak Private Wealth
North Carolina
$1.12M +$162K +807 +17%
Boston Partners
286
Boston Partners
Massachusetts
$1.12M +$1.12M +5,553 New
SWM
287
Sendero Wealth Management
Texas
$1.09M +$1.09M +5,427 New
Acadian Asset Management
288
Acadian Asset Management
Massachusetts
$1.05M +$1.05M +5,249 New
PFO
289
Pathstone Family Office
New Jersey
$1.05M +$756K +3,756 +259%
National Bank of Canada
290
National Bank of Canada
Quebec, Canada
$1.04M +$57.6K +280 +6%
RC
291
RBF Capital
California
$1.01M – – –
Thrivent Financial for Lutherans
292
Thrivent Financial for Lutherans
Minnesota
$984K -$5.63K -28 -0.6%
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$979K -$14.5K -72 -1%
EI
294
Ethic Inc
New York
$968K +$35.8K +178 +4%
Nomura Holdings
295
Nomura Holdings
Japan
$965K +$965K +4,800 New
AssetMark Inc
296
AssetMark Inc
California
$947K +$509K +2,536 +116%
MCM
297
Marathon Capital Management
Maryland
$946K +$8.04K +40 +0.9%
SWP
298
Stratos Wealth Partners
Ohio
$940K +$50.4K +251 +6%
MYAM
299
Meiji Yasuda Asset Management
Japan
$925K -$36.2K -180 -4%
JPMPWA
300
J.P. Morgan Private Wealth Advisors
California
$910K +$14.5K +72 +2%
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12
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