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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 %
S
326
SimplyRich
California
$552K -$848K -4,063 -61%
SEEDPG
327
S.E.E.D. Planning Group
New York
$548K – – –
QI
328
Qtron Investments
Massachusetts
$545K – – –
Wolverine Trading
329
Wolverine Trading
Illinois
$523K +$523K +2,501 New
OIA
330
OneDigital Investment Advisors
Kansas
$521K +$6.9K +33 +1%
SIA
331
Schechter Investment Advisors
Michigan
$502K +$502K +2,401 New
Assenagon Asset Management
332
Assenagon Asset Management
Luxembourg
$477K -$8.15K -39 -2%
LAI
333
Legal Advantage Investments
California
$473K -$41.8K -200 -8%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$470K +$61K +292 +15%
LNC
335
Lincoln National Corp
Pennsylvania
$470K +$1.67K +8 +0.4%
SIA
336
SkyView Investment Advisors
New Jersey
$465K +$16.3K +78 +4%
BFG
337
Bleakley Financial Group
New Jersey
$459K -$92.4K -442 -17%
SS
338
Simplicity Solutions
Minnesota
$459K -$92.2K -441 -17%
VI
339
Vestcor Inc
New Brunswick, Canada
$447K -$95.8K -458 -18%
TMAM
340
Tokio Marine Asset Management
Japan
$446K +$42.4K +203 +11%
BL
341
Balentine LLC
Georgia
$445K -$125K -598 -22%
Impax Asset Management Group
342
Impax Asset Management Group
United Kingdom
$445K -$83.2K -398 -16%
PCM
343
Prelude Capital Management
New York
$438K +$20.1K +96 +5%
MF
344
Magnetar Financial
Illinois
$434K +$434K +2,078 New
WSTAM
345
Wilbanks Smith & Thomas Asset Management
Virginia
$433K +$3.97K +19 +0.9%
IB
346
Intrust Bank
Kansas
$421K -$91.7K -439 -18%
DWP
347
Daymark Wealth Partners
Ohio
$420K -$32.2K -154 -7%
KFP
348
KB Financial Partners
New Jersey
$411K +$835 +4 +0.2%
RG
349
Rathbones Group
United Kingdom
$407K – – –
CCM
350
Community Capital Management
Florida
$407K +$407K +1,950 New
12 13
14
15 16