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Willis Towers Watson
WTW

Overview Fund Activity

647 hedge funds and large institutions have $24.6B invested in Willis Towers Watson in 2024 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 276 increasing their positions, 204 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-12
Holders Change %
-1.82%
% of All Funds
9.41%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.23%
New
60
Increased
276
Reduced
204
Closed
65
Calls
$86.5M
Puts
$41.9M
Net Calls
+$44.6M
Net Calls Change
+$5.48M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$453M
2
Goldman Sachs
2
Goldman Sachs
New York
$160M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$167M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$621M
5
Citadel Advisors
5
Citadel Advisors
Florida
$124M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.15B
2
UBS AM
2
UBS AM
Illinois
$58.6M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$11.7M
4
CCP
4
Clarkston Capital Partners
Michigan
$139M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
326
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$138K +527 +15%
IC
327
IEQ Capital
California
$1.05M +$316K +1,205 +43%
CB
328
Commerce Bank
Missouri
$1.05M +$11K +42 +1%
OIA
329
OneDigital Investment Advisors
Kansas
$1.01M +$336K +1,282 +50%
MFIM
330
Mesirow Financial Investment Management
Illinois
$1.01M +$6.29K +24 +0.6%
HAIM
331
Hunter Associates Investment Management
Pennsylvania
$997K – – –
GIA
332
Gateway Investment Advisers
Ohio
$949K +$219K +837 +30%
OAC
333
OMERS Administration Corp
Ontario, Canada
$938K +$938K +3,580 New
QCM
334
Quantinno Capital Management
New York
$937K +$214K +817 +30%
NB
335
Norinchukin Bank
Japan
$936K +$8.65K +33 +0.9%
AG
336
AlTi Global
New York
$913K -$19.7K -75 -2%
LI
337
LMCG Investments
Massachusetts
$911K -$30.9K -118 -3%
SA
338
Sanctuary Advisors
Indiana
$895K +$895K +3,566 New
NIM
339
NEOS Investment Management
Connecticut
$884K +$261K +996 +42%
OAM
340
Oppenheimer Asset Management
New York
$884K +$16.3K +62 +2%
CIM
341
Confluence Investment Management
Missouri
$883K +$16K +61 +2%
SDIC
342
South Dakota Investment Council
South Dakota
$879K -$1.31K -5 -0.1%
AI
343
Atria Investments
North Carolina
$868K +$868K +3,312 New
KRSITF
344
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$865K -$22.5K -86 -3%
OSAM
345
O'Shaughnessy Asset Management
Connecticut
$857K +$51.4K +196 +6%
HWM
346
HB Wealth Management
Georgia
$852K +$588K +2,242 +222%
Los Angeles Capital Management
347
Los Angeles Capital Management
California
$826K -$805K -3,072 -49%
UAS
348
United Asset Strategies
New York
$818K – – –
IFU
349
iSAM Funds (UK)
United Kingdom
$814K +$814K +3,104 New
TFS
350
Thoroughbred Financial Services
Tennessee
$796K +$221K +843 +38%
12 13
14
15 16