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Willis Towers Watson
WTW

Overview Fund Activity

431 hedge funds and large institutions have $18.7B invested in Willis Towers Watson in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 139 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+10
Holders Change %
+2.38%
% of All Funds
9.79%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.32%
New
65
Increased
154
Reduced
139
Closed
51
Calls
$11M
Puts
$24.3M
Net Calls
-$13.3M
Net Calls Change
-$22.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$562M
2
Harris Associates
Harris Associates
Illinois
+$102M
3
LP
Longview Partners
Guernsey
+$70.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$69.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$54.7M

Top Sellers

1
VH
ValueAct Holdings
California
-$460M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$118M
3
Fidelity International
Fidelity International
Bermuda
-$117M
4
BIP
Brandes Investment Partners
California
-$108M
5
Citadel Advisors
Citadel Advisors
Florida
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
326
Cambridge Investment Research Advisors
Iowa
$272K -$2.56K -17 -0.9%
TCM
327
Teza Capital Management
Illinois
$271K +$271K +1,799 New
FIM
328
Freedom Investment Management
Connecticut
$271K +$271K +1,801 New
UCFA
329
United Capital Financial Advisors
Texas
$268K -$1.81K -12 -0.7%
AAM
330
American Asset Management
Florida
$268K +$151 +1 +0.1%
EP
331
Edgestream Partners
New Jersey
$267K +$267K +1,772 New
CB
332
Cadence Bank
Mississippi
$266K +$266K +1,762 New
VCM
333
Vivaldi Capital Management
Illinois
$264K +$1.36K +9 +0.5%
MYAM
334
Meiji Yasuda Asset Management
Japan
$258K – – –
CPH
335
C Partners Holding
Switzerland
$246K +$246K +1,630 New
PG
336
PEAK6 Group
Illinois
$239K +$239K +1,588 New
DC
337
Davenport & Co
Virginia
$223K -$4.22K -28 -2%
PAG
338
Private Advisor Group
New Jersey
$223K -$48K -317 -18%
AWM
339
Avior Wealth Management
Nebraska
$223K +$223K +1,483 New
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$218K -$5.59K -37 -3%
AP
341
Advisor Partners
California
$217K +$217K +1,407 New
Axa
342
Axa
France
$214K +$1.06K +7 +0.5%
QI
343
QS Investors
New York
$211K – – –
JFA
344
JNBA Financial Advisors
Minnesota
$211K – – –
Truist Financial
345
Truist Financial
North Carolina
$201K -$49.8K -330 -20%
DIM
346
DC Investments Management
Virginia
$201K +$201K +1,332 New
EDRH
347
Edmond de Rothschild Holding
Switzerland
$200K +$200K +1,328 New
CA
348
Calton & Associates
Florida
$192K +$192K +1,220 New
FANJ
349
Financial Architects (New Jersey)
New Jersey
$191K -$2.87K -19 -1%
II
350
Inspire Investing
Idaho
$170K +$170K +1,131 New
12 13
14
15 16