WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

577 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-27
Holders Change %
-4.47%
% of All Funds
9.1%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
180
Reduced
239
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.32B
2
American Century Companies
American Century Companies
Missouri
$205M
3
Man Group
Man Group
United Kingdom
$45.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$225M
5
Barclays
Barclays
United Kingdom
$67.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.4M
2
SV
Starboard Value
New York
$120M
3
Franklin Resources
Franklin Resources
California
$383M
4
Millennium Management
Millennium Management
New York
$5.36M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
351
Lincoln National Corp
Pennsylvania
$527K +$1.88K +8 +0.4%
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$524K +$18.1K +77 +4%
TSS
353
Two Sigma Securities
New York
$524K +$169K +717 +48%
DWP
354
Daymark Wealth Partners
Ohio
$509K -$116K -494 -19%
SIA
355
SkyView Investment Advisors
New Jersey
$506K +$14.4K +61 +3%
TC
356
Telemus Capital
Michigan
$489K -$67.6K -287 -12%
WSTAM
357
Wilbanks Smith & Thomas Asset Management
Virginia
$484K +$40.7K +173 +9%
IGAM
358
iA Global Asset Management
Quebec, Canada
$475K +$475K +2,017 New
PCM
359
Prelude Capital Management
New York
$471K -$30.6K -130 -6%
KFP
360
KB Financial Partners
New Jersey
$463K +$10.4K +44 +2%
CCM
361
Coldstream Capital Management
Washington
$462K -$2.59K -11 -0.6%
Carson Wealth (CWM LLC)
362
Carson Wealth (CWM LLC)
Nebraska
$461K +$3.77K +16 +0.8%
RG
363
Rathbones Group
United Kingdom
$459K -$542K -2,300 -54%
V
364
Veritable
Delaware
$456K -$8.01K -34 -2%
TMAM
365
Tokio Marine Asset Management
Japan
$454K +$32.5K +138 +8%
RRCM
366
Rappaport Reiches Capital Management
Illinois
$450K – – –
VAS
367
Vestmark Advisory Solutions
Massachusetts
$444K -$5.18K -22 -1%
DAS
368
Dynamic Advisor Solutions
Arizona
$436K +$236 +1 +0.1%
Cambridge Investment Research Advisors
369
Cambridge Investment Research Advisors
Iowa
$436K -$3.72M -15,793 -89%
MYAM
370
Meiji Yasuda Asset Management
Japan
$436K +$2.36K +10 +0.5%
WCM
371
Washington Capital Management
Washington
$436K +$436K +1,850 New
EIP
372
Epoch Investment Partners
New York
$433K -$51.8K -220 -11%
SI
373
Saxon Interests
Texas
$431K – – –
4WM
374
44 Wealth Management
Oregon
$428K -$3.3K -14 -0.8%
BCV
375
Banque Cantonale Vaudoise
Switzerland
$424K – – –
13 14
15
16 17