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Willis Towers Watson
WTW

Overview Fund Activity

559 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 187 increasing their positions, 177 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+14
Holders Change %
+2.57%
% of All Funds
9.82%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
187
Reduced
177
Closed
89
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$540M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$476M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$455M
4
UBS Group
UBS Group
Switzerland
+$423M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$329M

Top Sellers

1
Citigroup
Citigroup
New York
-$694M
2
LP
Longview Partners
Guernsey
-$598M
3
FCM
Farallon Capital Management
California
-$489M
4
Goldman Sachs
Goldman Sachs
New York
-$483M
5
Capital World Investors
Capital World Investors
California
-$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
376
Aureus Asset Management
Massachusetts
$523K – – –
RIM
377
Redpoint Investment Management
Australia
$519K – – –
JHP
378
James Hambro & Partners
United Kingdom
$516K – – –
IA
379
IndexIQ Advisors
New York
$516K +$25.1K +108 +5%
SIP
380
Stoneridge Investment Partners
Pennsylvania
$503K +$503K +2,165 New
EI
381
Ethic Inc
New York
$498K -$229K -988 -32%
RC
382
RegentAtlantic Capital
New Jersey
$494K -$2.32K -10 -0.5%
SPIA
383
Steward Partners Investment Advisory
New York
$485K +$345K +1,487 +247%
DFA
384
DHJJ Financial Advisors
Illinois
$480K – – –
ASN
385
Advisory Services Network
Georgia
$472K -$51.6K -222 -10%
WSTAM
386
Wilbanks Smith & Thomas Asset Management
Virginia
$467K +$33.9K +146 +8%
MCP
387
Moab Capital Partners
New York
$465K +$465K +2,000 New
WA
388
WestEnd Advisors
North Carolina
$464K -$230K – –
DC
389
Davenport & Co
Virginia
$450K +$181K +780 +68%
ClearBridge Investments
390
ClearBridge Investments
New York
$448K – – –
Cambridge Investment Research Advisors
391
Cambridge Investment Research Advisors
Iowa
$447K +$62K +267 +16%
RRCM
392
Rappaport Reiches Capital Management
Illinois
$444K – – –
MTCM
393
Mint Tower Capital Management
Netherlands
$442K -$1.16M -5,000 -72%
American Century Companies
394
American Century Companies
Missouri
$431K +$85.3K +367 +25%
CAM
395
Cresset Asset Management
Illinois
$428K +$35.3K +151 +9%
MFA
396
Mayflower Financial Advisors
Massachusetts
$422K +$4.22K +17 +1%
PA
397
Profund Advisors
Maryland
$417K -$21.4K -92 -5%
RFC
398
Regions Financial Corp
Alabama
$417K +$31.1K +134 +8%
KAS
399
Kestra Advisory Services
Texas
$417K +$417K +1,793 New
TFF
400
The Family Firm
Maryland
$415K – – –
14 15
16
17 18