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Willis Towers Watson
WTW

Overview Fund Activity

400 hedge funds and large institutions have $14.2B invested in Willis Towers Watson in 2016 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 136 increasing their positions, 50 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+174
Holders Change %
+76.99%
% of All Funds
10.68%
Holding in Top 10
23
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+130%
% of All Funds
0.61%
New
209
Increased
136
Reduced
50
Closed
35
Calls
$12.2M
Puts
$4.71M
Net Calls
+$7.52M
Net Calls Change
+$6.38M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$829M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$711M
3
State Street
State Street
Massachusetts
+$513M
4
ECU
Egerton Capital (UK)
United Kingdom
+$252M
5
MAI
Marble Arch Investments
New York
+$229M

Top Sellers

1
AGA
Altrinsic Global Advisors
Connecticut
-$249M
2
Pzena Investment Management
Pzena Investment Management
New York
-$97.7M
3
Harris Associates
Harris Associates
Illinois
-$95.3M
4
AGM
Alpine Global Management
New York
-$65.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
376
MSI Financial Services
Massachusetts
$27K +$16.4K +140 +156%
PHK
377
Point72 Hong Kong
Hong Kong
$24K +$24K +200 New
HNB
378
Huntington National Bank
Ohio
$18K +$11.2K +235 +164%
LNB
379
Ledyard National Bank
$13K – – –
Nisa Investment Advisors
380
Nisa Investment Advisors
Missouri
$12K +$12K +100 New
GWM
381
Gupta Wealth Management
California
$12K +$12K +105 New
JIC
382
Joel Isaacson & Co
New York
$11K – – –
QCG
383
Quadrant Capital Group
Ohio
$11K +$1.91K +21 +21%
IA
384
IFP Advisors
Florida
$9K -$1K -6 -10%
VCM
385
Versant Capital Management
Arizona
$9K +$9K +84 New
TWA
386
TCI Wealth Advisors
Arizona
$7K – – –
ZB
387
Zions Bancorporation
Utah
$7K +$7K +54 New
PCP
388
Proficio Capital Partners
Massachusetts
$5K +$3.17K +26 +173%
TSU
389
TD Securities (USA)
New York
$4K +$4K +30 New
BC
390
Barnett & Company
Tennessee
$4K +$4K +31 New
CFA
391
Carroll Financial Associates
North Carolina
$3K – – –
PFBT
392
Parkside Financial Bank & Trust
Missouri
$3K +$3K +22 New
IWM
393
Integrated Wealth Management
California
$2K +$615 +4 +44%
Macquarie Group
394
Macquarie Group
Australia
$2K +$2K +15 New
Acadian Asset Management
395
Acadian Asset Management
Massachusetts
$1K +$1K +5 New
HR
396
Howe & Rusling
New York
$1K +$1K +11 New
Nuveen Asset Management
397
Nuveen Asset Management
Illinois
$825 +$825 +6,953 New
LP
398
LMR Partners
United Kingdom
$505 +$505 +4,257 New
FNYS
399
First New York Securities
New York
$237 +$237 +2 New
AGA
400
Altrinsic Global Advisors
Connecticut
– -$249M -1,938,071 Closed
14 15
16
17 18