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Willis Towers Watson
WTW

Overview Fund Activity

489 hedge funds and large institutions have $24B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 46 closing their positions.

Holders
489
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
9.66%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
67
Increased
168
Reduced
158
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$325M
2
CVA
2
Ceredex Value Advisors
Florida
$219M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$77M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$854M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.34B

Top Sellers

1
Invesco
1
Invesco
Georgia
$463M
2
Capital International Investors
2
Capital International Investors
California
$354M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$408M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$113M
5
SCA
5
Southpoint Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GT
376
Glenmede Trust
Pennsylvania
$223K 1,108 -4,482 -80%
DC
377
Davenport & Co
Virginia
$223K 1,102 – –
Carson Wealth (CWM LLC)
378
Carson Wealth (CWM LLC)
Nebraska
$221K 959 – –
CCP
379
Corient Capital Partners
California
$219K 1,082 -46 -4%
LOAMS
380
Lombard Odier Asset Management (Switzerland)
Switzerland
$219K 1,085 – –
TSS
381
Two Sigma Securities
New York
$218K 1,080 +1,080 New
IC
382
IEQ Capital
California
$216K 1,067 +1,067 New
PI
383
Putnam Investments
Massachusetts
$215K 1,065 -52 -5%
NEGWA
384
New England Guild Wealth Advisors
Connecticut
$213K 1,055 – –
MFG
385
Magnus Financial Group
New York
$213K 1,056 +6 +0.6%
NAM
386
NorthCoast Asset Management
Connecticut
$211K 1,046 -8,858 -89%
FC
387
FORA Capital
Florida
$211K 1,045 +1,045 New
DAS
388
Dynamic Advisor Solutions
Arizona
$211K 1,045 +1,045 New
FA
389
FDx Advisors
Illinois
$210K 1,038 – –
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$209K 1,020 +47 +5%
QCG
391
Quadrant Capital Group
Ohio
$208K 1,077 +53 +5%
SIM
392
SSI Investment Management
California
$204K 1,004 +1,004 New
QCM
393
Quadrant Capital Management
New Jersey
$202K 1,000 -200 -17%
CCM
394
Carlson Capital Management
Minnesota
$202K 1,000 +1,000 New
ICOM
395
Investment Counselors of Maryland
Maryland
$200K 991 – –
VCP
396
Verus Capital Partners
Arizona
$184K 910 +910 New
SBSB
397
Sullivan, Bruyette, Speros & Blaney
Virginia
$179K 885 – –
ST
398
Smithfield Trust
Pennsylvania
$174K 860 – –
Lazard Asset Management
399
Lazard Asset Management
New York
$169K 841 – –
Canada Life
400
Canada Life
Manitoba, Canada
$168K 841 -109,771 -99%
14 15
16
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