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Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$115M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.3M
3
SCM
Sahana Capital Management
Connecticut
+$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$200M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
4
AGA
Altrinsic Global Advisors
Connecticut
-$75.7M
5
BlackRock
BlackRock
New York
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
301
Ameritas Investment Partners
Nebraska
$1.71M -$234K -850 -12%
QC
302
Quadrature Capital
United Kingdom
$1.7M -$9.84M -35,799 -85%
GC
303
Guggenheim Capital
Illinois
$1.7M -$440K -1,601 -21%
AssetMark Inc
304
AssetMark Inc
California
$1.69M -$11.8K -43 -0.7%
AC
305
AXQ Capital
New Jersey
$1.66M +$836K +3,040 +101%
MFG
306
Mosaic Financial Group
Illinois
$1.66M +$1.66M +6,040 New
LSERS
307
Louisiana State Employees Retirement System
Louisiana
$1.65M -$55K -200 -3%
SAM
308
Securian Asset Management
Minnesota
$1.65M -$157K -572 -9%
CGH
309
Crossmark Global Holdings
Texas
$1.63M -$34.4K -125 -2%
PAM
310
Panagora Asset Management
Massachusetts
$1.62M -$92.1K -335 -5%
MGP
311
Metis Global Partners
California
$1.55M -$5.5K -20 -0.4%
Corient Private Wealth
312
Corient Private Wealth
Florida
$1.55M +$274K +997 +21%
AWP
313
Accretive Wealth Partners
New Jersey
$1.54M +$5.54K +22 +0.4%
Commonwealth Equity Services
314
Commonwealth Equity Services
Massachusetts
$1.5M -$55.6K -202 -4%
BCI
315
Brinker Capital Investments
Pennsylvania
$1.5M +$78.1K +284 +6%
OPS
316
Orion Portfolio Solutions
Nebraska
$1.5M +$78.1K +284 +6%
SWP
317
Stratos Wealth Partners
Ohio
$1.48M +$71.2K +259 +5%
NMERB
318
New Mexico Educational Retirement Board
New Mexico
$1.43M -$82.5K -300 -5%
FAM
319
Formidable Asset Management
Ohio
$1.42M -$91.8K -334 -6%
HFS
320
Hantz Financial Services
Michigan
$1.4M -$142K -517 -9%
OLA
321
Oliver Luxxe Assets
New Jersey
$1.4M +$1.4M +5,098 New
Arrowstreet Capital
322
Arrowstreet Capital
Massachusetts
$1.38M +$1.14M +4,161 +481%
RC
323
RBF Capital
California
$1.38M – – –
CC
324
Centiva Capital
New York
$1.37M +$1.37M +4,982 New
LA
325
LBP AM
France
$1.36M -$112K -408 -8%
11 12
13
14 15