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Willis Towers Watson
WTW

Overview Fund Activity

556 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-21
Holders Change %
-3.64%
% of All Funds
8.86%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
62
Increased
175
Reduced
232
Closed
79
Calls
$110M
Puts
$46.3M
Net Calls
+$64M
Net Calls Change
+$31.8M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$141M
2
BG
Baupost Group
Massachusetts
+$137M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$93.1M
4
BIP
Brandes Investment Partners
California
+$84.5M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$83.2M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$339M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$250M
3
SV
Starboard Value
New York
-$120M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$106M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$89.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
276
National Bank of Canada
Quebec, Canada
$1.16M +$355K +1,707 +44%
GC
277
Guggenheim Capital
Illinois
$1.16M -$424K -2,031 -27%
Thrivent Financial for Lutherans
278
Thrivent Financial for Lutherans
Minnesota
$1.15M -$25.9K -124 -2%
NMERB
279
New Mexico Educational Retirement Board
New Mexico
$1.15M +$62.7K +300 +6%
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$1.09M +$626K +2,998 +135%
SWP
281
Stratos Wealth Partners
Ohio
$1.07M +$142K +681 +15%
BCI
282
Brinker Capital Investments
Pennsylvania
$1.05M -$81.7K -391 -7%
OPS
283
Orion Portfolio Solutions
Nebraska
$1.05M -$81.7K -391 -7%
RC
284
RBF Capital
California
$1.04M – – –
MGP
285
Metis Global Partners
California
$1.04M +$115K +552 +12%
PP
286
Prudential plc
United Kingdom
$1.03M -$134K -642 -11%
RJT
287
Raymond James Trust
Florida
$1.03M -$5.43K -26 -0.5%
TI
288
Tidal Investments
Wisconsin
$1.03M -$406K -1,944 -28%
Osaic Holdings
289
Osaic Holdings
Arizona
$970K -$126K -603 -12%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$957K +$18.2K +87 +2%
MYAM
291
Meiji Yasuda Asset Management
Japan
$941K +$554K +2,650 +143%
SA
292
SRH Advisors
Kansas
$937K – – –
LI
293
LMCG Investments
Massachusetts
$915K -$373K -1,784 -29%
Federated Hermes
294
Federated Hermes
Pennsylvania
$909K +$106K +506 +13%
MLICM
295
Metropolitan Life Insurance Company (MetLife)
New York
$906K -$62.9K -301 -6%
DC
296
Dryden Capital
Florida
$888K – – –
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$876K -$1.46M -6,965 -62%
Corient Private Wealth
298
Corient Private Wealth
Florida
$863K +$98K +469 +13%
OAM
299
Oppenheimer Asset Management
New York
$862K +$317K +1,517 +58%
KIG
300
Kowal Investment Group
Wisconsin
$851K +$3.13K +15 +0.4%
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