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Willis Towers Watson
WTW

Overview Fund Activity

577 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-27
Holders Change %
-4.47%
% of All Funds
9.1%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
180
Reduced
239
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.32B
2
American Century Companies
American Century Companies
Missouri
$205M
3
Man Group
Man Group
United Kingdom
$45.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$225M
5
Barclays
Barclays
United Kingdom
$67.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.4M
2
SV
Starboard Value
New York
$120M
3
Franklin Resources
Franklin Resources
California
$383M
4
Millennium Management
Millennium Management
New York
$5.36M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
376
Integrated Wealth Concepts
Massachusetts
$418K +$418K +1,777 New
VCM
377
Vivaldi Capital Management
Illinois
$418K +$236 +1 +0.1%
DFA
378
DHJJ Financial Advisors
Illinois
$413K – – –
RBCM
379
Raub Brock Capital Management
California
$412K -$94.2K -400 -19%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$410K +$19.5K +83 +5%
ClearBridge Investments
381
ClearBridge Investments
New York
$407K – – –
TFF
382
The Family Firm
Maryland
$401K – – –
MNBTD
383
Moody National Bank Trust Division
Texas
$399K – – –
MML Investors Services
384
MML Investors Services
Massachusetts
$397K +$89.2K +379 +29%
KAS
385
Kestra Advisory Services
Texas
$396K +$11.1K +47 +3%
SP
386
Symmetry Partners
Connecticut
$385K – – –
Cetera Investment Advisers
387
Cetera Investment Advisers
Illinois
$382K -$70.4K -299 -16%
ASN
388
Advisory Services Network
Georgia
$381K -$89K -378 -19%
SPIA
389
Steward Partners Investment Advisory
New York
$376K -$6.83K -29 -2%
SI
390
Stephens Inc
Arkansas
$364K +$364K +1,547 New
RWMH
391
Riverpoint Wealth Management Holdings
Illinois
$363K +$235 +1 +0.1%
BBHC
392
Brown Brothers Harriman & Co
New York
$356K -$122K -520 -26%
CIA
393
Cladis Investment Advisory
Montana
$356K – – –
DEA
394
DoubleLine ETF Adviser
Florida
$349K +$64.5K +274 +23%
PFO
395
Pathstone Family Office
New Jersey
$348K -$600K -2,193 -63%
HI
396
Horizon Investments
North Carolina
$343K +$25K +106 +8%
RFC
397
Regions Financial Corp
Alabama
$336K -$22.4K -95 -6%
PA
398
Pinnacle Associates
New York
$333K -$256K -1,085 -43%
PHS
399
Pekin Hardy Strauss
Illinois
$332K -$13.2K -56 -4%
Cohen & Steers
400
Cohen & Steers
New York
$330K – – –
14 15
16
17 18