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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
$879M
2
BG
Baupost Group
Massachusetts
$325M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.13B
4
BIP
Brandes Investment Partners
California
$127M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$88.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.24M
2
EIG
EdgePoint Investment Group
Ontario, Canada
$0
3
SV
Starboard Value
New York
$0
4
Aberdeen Group
Aberdeen Group
United Kingdom
$5.47M
5
AllianceBernstein
AllianceBernstein
Tennessee
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
JHP
351
James Hambro & Partners
United Kingdom
$401K +$401K +1,920 New
CCM
352
Coldstream Capital Management
Washington
$401K -$8.57K -41 -2%
RRCM
353
Rappaport Reiches Capital Management
Illinois
$399K +$209 +1 +0.1%
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$387K -$628 -3 -0.2%
WCM
355
Washington Capital Management
Washington
$387K – – –
IWC
356
Integrated Wealth Concepts
Massachusetts
$384K +$13K +62 +3%
EIP
357
Epoch Investment Partners
New York
$384K – – –
VCM
358
Vivaldi Capital Management
Illinois
$372K +$1.67K +8 +0.5%
DFA
359
DHJJ Financial Advisors
Illinois
$366K – – –
CAN
360
Cetera Advisor Networks
California
$366K +$81.9K +392 +29%
KAS
361
Kestra Advisory Services
Texas
$364K +$12.5K +60 +4%
ClearBridge Investments
362
ClearBridge Investments
New York
$361K – – –
Connor, Clark & Lunn Investment Management (CC&L)
363
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$359K +$359K +1,716 New
TFF
364
The Family Firm
Maryland
$356K – – –
Empower Advisory Group
365
Empower Advisory Group
Colorado
$355K +$355K +1,699 New
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$355K -$9.2K -44 -3%
Vontobel Holding
367
Vontobel Holding
Switzerland
$353K -$1.93M -9,250 -85%
VSQM
368
V-Square Quantitative Management
Illinois
$350K +$212K +1,014 +154%
DAS
369
Dynamic Advisor Solutions
Arizona
$347K -$40.1K -192 -10%
Cerity Partners
370
Cerity Partners
New York
$346K -$351K -1,678 -50%
SP
371
Symmetry Partners
Connecticut
$341K – – –
ASN
372
Advisory Services Network
Georgia
$341K +$2.72K +13 +0.8%
DEA
373
DoubleLine ETF Adviser
Florida
$337K +$27.8K +133 +9%
SPIA
374
Steward Partners Investment Advisory
New York
$337K +$3.55K +17 +1%
SI
375
Stephens Inc
Arkansas
$326K +$2.3K +11 +0.7%
13 14
15
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