WTW icon

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 %
NB
301
Norinchukin Bank
Japan
$825K -$808K -3,865 -49%
CB
302
Commerce Bank
Missouri
$812K -$18.4K -88 -2%
HAIM
303
Hunter Associates Investment Management
Pennsylvania
$797K – – –
Wellington Management Group
304
Wellington Management Group
Massachusetts
$796K -$25.1K -120 -3%
KRSITF
305
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$788K -$10K -48 -1%
Wealth Enhancement Advisory Services
306
Wealth Enhancement Advisory Services
Minnesota
$774K +$774K +3,706 New
CIM
307
Confluence Investment Management
Missouri
$739K -$10.2K -49 -1%
SWS
308
SYSTM Wealth Solutions
Illinois
$723K -$47K -225 -6%
CAM
309
Cresset Asset Management
Illinois
$715K +$94.6K +451 +15%
PFO
310
Pathstone Family Office
New Jersey
$704K +$439K +2,097 +165%
SDIC
311
South Dakota Investment Council
South Dakota
$702K -$62.7K -300 -8%
UFF
312
USA Financial Formulas
Michigan
$695K -$418 -2 -0.1%
TFS
313
Thoroughbred Financial Services
Tennessee
$686K +$123K +589 +22%
TA
314
Tiedemann Advisors
New York
$678K – – –
API
315
Advisor Partners II
California
$678K -$53.3K -255 -7%
IC
316
IEQ Capital
California
$675K +$174K +831 +35%
IIC
317
Ironwood Investment Counsel
Arizona
$667K – – –
UAS
318
United Asset Strategies
New York
$652K +$407K +1,949 +166%
SG Americas Securities
319
SG Americas Securities
New York
$642K -$2.67M -12,774 -81%
PWW
320
Pettyjohn Wood & White
Virginia
$602K – – –
OSAM
321
O'Shaughnessy Asset Management
Connecticut
$597K -$157K -751 -21%
GIA
322
Gateway Investment Advisers
Ohio
$589K -$9.61K -46 -2%
CBNLCF
323
Cognios Beta Neutral Large Cap Fund
Kansas
$571K -$79.2K -379 -12%
TPCW
324
TD Private Client Wealth
New York
$569K +$2.3K +11 +0.4%
GF
325
Gabelli Funds
New York
$564K -$146K -700 -21%
11 12
13
14 15