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Willis Towers Watson
WTW

Overview Fund Activity

431 hedge funds and large institutions have $18.7B invested in Willis Towers Watson in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 139 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+10
Holders Change %
+2.38%
% of All Funds
9.79%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.32%
New
65
Increased
154
Reduced
139
Closed
51
Calls
$11M
Puts
$24.3M
Net Calls
-$13.3M
Net Calls Change
-$22.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.39B
2
Harris Associates
Harris Associates
Illinois
$1.55B
3
LP
Longview Partners
Guernsey
$926M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$143M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2B

Top Sellers

1
VH
ValueAct Holdings
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$94.4M
3
Fidelity International
Fidelity International
Bermuda
$448M
4
BIP
Brandes Investment Partners
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFP
376
Holistic Financial Partners
Indiana
$52K +$52K +342 New
Nisa Investment Advisors
377
Nisa Investment Advisors
Missouri
$47K – – –
AssetMark Inc
378
AssetMark Inc
California
$46K -$5.18K -34 -10%
STA
379
Summit Trail Advisors
New York
$44K +$44K +274 New
Schroder Investment Management Group
380
Schroder Investment Management Group
United Kingdom
$41K – – –
CCM
381
Covington Capital Management
California
$35K +$9.46K +63 +37%
RPC
382
Rossmore Private Capital
Connecticut
$30.1K +$30.1K +200 New
CAW
383
Cornerstone Advisors (Washington)
Washington
$30K – – –
LFA
384
Legacy Financial Advisors
Kentucky
$28K +$28K +192 New
SQA
385
Simon Quick Advisors
New Jersey
$27K +$27K +166 New
FGC
386
Financial Gravity Companies
Texas
$27K +$27K +171 New
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.4K -$492K -3,263 -95%
CFG
388
Citizens Financial Group
Rhode Island
$26K -$4.11K -28 -14%
EFSCE
389
Enterprise Financial Services Corp (EFSC)
Missouri
$20K – – –
QCG
390
Quadrant Capital Group
Ohio
$20K +$637 +5 +3%
KA
391
Kaizen Advisory
Illinois
$19K +$19K +125 New
LNB
392
Ledyard National Bank
$16K – – –
APA
393
American Portfolios Advisors
New York
$15.1K +$15.1K +100 New
IWP
394
Icon Wealth Partners
Texas
$15K +$15K +99 New
Bessemer Group
395
Bessemer Group
New Jersey
$14K -$2.31K -15 -14%
GT
396
Greenleaf Trust
Michigan
$14K – – –
PA
397
Parallel Advisors
California
$13K +$2.72K +18 +26%
CBOA
398
Commonwealth Bank of Australia
Australia
$12K -$132 -1 -1%
HCM
399
Highlander Capital Management
New Jersey
$11K -$327K -2,230 -97%
TL
400
TrueWealth LLC
Georgia
$11K +$11K +71 New
14 15
16
17 18