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Willis Towers Watson
WTW

Overview Fund Activity

625 hedge funds and large institutions have $23.1B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+69
Holders Change %
+12.41%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
120
Increased
195
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$355M
2
Morgan Stanley
Morgan Stanley
New York
$381M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$107M
4
Millennium Management
Millennium Management
New York
$103M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$346M

Top Sellers

1
CCM
Cantillon Capital Management
New York
$0
2
Artisan Partners
Artisan Partners
Wisconsin
$1.09B
3
American Century Companies
American Century Companies
Missouri
$174M
4
First Trust Advisors
First Trust Advisors
Illinois
$2.74M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VSQM
376
V-Square Quantitative Management
Illinois
$517K +$113K +468 +28%
VI
377
Vestcor Inc
New Brunswick, Canada
$511K -$4.83K -20 -0.9%
GS
378
GTS Securities
New York
$508K +$221K +916 +77%
KAS
379
Kestra Advisory Services
Texas
$505K +$84.4K +350 +20%
Nomura Holdings
380
Nomura Holdings
Japan
$500K +$500K +2,074 New
BL
381
Balentine LLC
Georgia
$498K -$15.4K -64 -3%
CC
382
Cipher Capital
New York
$494K +$494K +2,049 New
Carson Wealth (CWM LLC)
383
Carson Wealth (CWM LLC)
Nebraska
$494K -$48K -199 -9%
VCM
384
Vivaldi Capital Management
Illinois
$490K +$7.31K +27 +2%
SI
385
Stephens Inc
Arkansas
$478K +$102K +424 +27%
LNC
386
Lincoln National Corp
Pennsylvania
$478K -$63.9K -265 -12%
SC
387
Syon Capital
California
$474K +$474K +1,964 New
RG
388
Rathbones Group
United Kingdom
$470K – – –
QCM
389
Quantinno Capital Management
New York
$465K +$465K +1,928 New
JHP
390
James Hambro & Partners
United Kingdom
$463K – – –
RRCM
391
Rappaport Reiches Capital Management
Illinois
$462K +$724 +3 +0.2%
EIP
392
Epoch Investment Partners
New York
$443K – – –
SI
393
Saxon Interests
Texas
$442K +$442K +1,831 New
Verition Fund Management
394
Verition Fund Management
Connecticut
$439K +$100K +416 +30%
CAN
395
Cetera Advisor Networks
California
$430K +$7.48K +31 +2%
IWC
396
Integrated Wealth Concepts
Massachusetts
$428K -$15.2K -63 -3%
DFA
397
DHJJ Financial Advisors
Illinois
$423K – – –
PHS
398
Pekin Hardy Strauss
Illinois
$422K +$82K +340 +24%
DEA
399
DoubleLine ETF Adviser
Florida
$422K +$32.3K +134 +8%
Holocene Advisors
400
Holocene Advisors
New York
$418K -$11.3M -46,856 -96%
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