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Willis Towers Watson
WTW

Overview Fund Activity

399 hedge funds and large institutions have $18.7B invested in Willis Towers Watson in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 118 increasing their positions, 164 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
+21
Holders Change %
+5.56%
% of All Funds
9.96%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
52
Increased
118
Reduced
164
Closed
29
Calls
$8.24M
Puts
$1.08M
Net Calls
+$7.16M
Net Calls Change
-$11.8M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
$565M
2
BlackRock
BlackRock
New York
$1.12B
3
Capital Research Global Investors
Capital Research Global Investors
California
$349M
4
EIP
Epoch Investment Partners
New York
$168M
5
Harris Associates
Harris Associates
Illinois
$1.3B

Top Sellers

1
VH
ValueAct Holdings
California
$961M
2
JP
Jana Partners
New York
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$190M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$158M
5
VFA
Virtus Fund Advisers
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
376
Global Retirement Partners
California
$9K – – –
PFBT
377
Parkside Financial Bank & Trust
Missouri
$8K +$3.59K +26 +81%
TDC
378
Thompson Davis & Co
Virginia
$7K -$2.64K -17 -27%
ZB
379
Zions Bancorporation
Utah
$7K -$1.67K -11 -19%
CBT
380
Capital Bank & Trust
California
$7K +$7K +48 New
Fifth Third Bancorp
381
Fifth Third Bancorp
Ohio
$6K -$99.3K -695 -94%
GBT
382
Grove Bank & Trust
Florida
$6K – – –
TWA
383
TCI Wealth Advisors
Arizona
$6K – – –
LWCFA
384
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K +$6K +41 New
SIAS
385
Shine Investment Advisory Services
Colorado
$6K +$6K +44 New
VCM
386
Versant Capital Management
Arizona
$4K – – –
BFEC
387
Benjamin F. Edwards & Company
Missouri
$3K – – –
Parallax Volatility Advisers
388
Parallax Volatility Advisers
California
$3K +$3K +20 New
GWM
389
Geneos Wealth Management
Colorado
$3K +$3K +22 New
UBS AM
390
UBS AM
Illinois
$2.47K +$2.47K +17 New
WPA
391
West Paces Advisors
Georgia
$2.18K – – –
CFA
392
Carroll Financial Associates
North Carolina
$2K -$421 -4 -17%
PCP
393
Proficio Capital Partners
Massachusetts
$2K -$615 -4 -24%
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
MCIA
395
Mountain Capital Investment Advisors
Colorado
$2K +$2K +16 New
SIC
396
Salem Investment Counselors
North Carolina
$1K +$1K +6 New
FC
397
Ferris Capital
Massachusetts
$1K +$1K +8 New
VCM
398
Vivaldi Capital Management
Illinois
$253 – – –
JP
399
Jana Partners
New York
– -$194M -1,478,952 Closed
VFA
400
Virtus Fund Advisers
Connecticut
– -$108M -824,820 Closed
14 15
16
17 18