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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
2
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
4
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.1M
4
BIP
4
Brandes Investment Partners
California
$79.1M
5
Harris Associates
5
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
276
Brinker Capital Investments
Pennsylvania
$2.32M +$221K +752 +11%
OPS
277
Orion Portfolio Solutions
Nebraska
$2.32M +$221K +752 +11%
TRSOTSOK
278
Teachers Retirement System of the State of Kentucky
Kentucky
$2.29M -$159K -541 -7%
Pathstone Holdings
279
Pathstone Holdings
New Jersey
$2.29M +$79.6K +270 +4%
ACM
280
Aquatic Capital Management
Illinois
$2.27M -$35.3K -120 -2%
Corient Private Wealth
281
Corient Private Wealth
Florida
$2.22M +$451K +1,532 +26%
Pacer Advisors
282
Pacer Advisors
Pennsylvania
$2.22M -$1.47K -5 -0.1%
CSPAM
283
Cary Street Partners Asset Management
Virginia
$2.21M -$108K -368 -5%
Neuberger Berman Group
284
Neuberger Berman Group
New York
$2.19M -$38.3K -130 -2%
CIBC Private Wealth Group
285
CIBC Private Wealth Group
Georgia
$2.11M +$31.5K +107 +2%
KRS
286
Kentucky Retirement Systems
Kentucky
$2.08M -$185K -629 -8%
BHCM
287
Brevan Howard Capital Management
Jersey
$2.02M -$270K -917 -12%
DT
288
Diversified Trust
Tennessee
$1.98M +$1.18K +4 +0.1%
William Blair & Company
289
William Blair & Company
Illinois
$1.97M +$23K +78 +1%
TRCT
290
Tower Research Capital (TRC)
New York
$1.96M +$2.06K +7 +0.1%
OIA
291
OneDigital Investment Advisors
Kansas
$1.96M +$817K +2,775 +72%
MSU
292
Mizuho Securities USA
New York
$1.94M -$383K -1,301 -16%
PHK
293
Point72 Hong Kong
Hong Kong
$1.93M +$1.93M +6,556 New
LOPW
294
Live Oak Private Wealth
North Carolina
$1.93M +$5.6K +19 +0.3%
OAM
295
Ostrum Asset Management
France
$1.87M +$23K +78 +1%
O
296
Ossiam
France
$1.87M +$477K +1,621 +34%
AssetMark Inc
297
AssetMark Inc
California
$1.83M +$21.5K +73 +1%
CJ
298
Caitlin John
Michigan
$1.83M +$1.83M +5,770 New
MFG
299
Mosaic Financial Group
Illinois
$1.78M – – –
MGP
300
Metis Global Partners
California
$1.77M +$45.7K +155 +3%
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