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Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$115M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.3M
3
SCM
Sahana Capital Management
Connecticut
+$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$200M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
4
AGA
Altrinsic Global Advisors
Connecticut
-$75.7M
5
BlackRock
BlackRock
New York
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
TMAM
376
Tokio Marine Asset Management
Japan
$697K +$33.6K +122 +5%
SWS
377
SYSTM Wealth Solutions
Illinois
$692K -$113K -409 -14%
LWAM
378
Legacy Wealth Asset Management
Minnesota
$690K +$25.3K +92 +4%
SIA
379
Schechter Investment Advisors
Michigan
$689K -$186K -675 -21%
SEEDPG
380
S.E.E.D. Planning Group
New York
$687K -$34.1K -124 -5%
SIA
381
SkyView Investment Advisors
New Jersey
$683K +$683K +2,485 New
IB
382
Intrust Bank
Kansas
$680K – – –
BFG
383
Bleakley Financial Group
New Jersey
$678K +$26.4K +96 +4%
SW
384
Simplicity Wealth
New Jersey
$676K +$676K +2,459 New
NIM
385
NEOS Investment Management
Connecticut
$654K +$252K +915 +63%
SI
386
Stephens Inc
Arkansas
$638K +$93.2K +339 +17%
ETC
387
Exchange Traded Concepts
Oklahoma
$638K +$605K +2,201 +1,850%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$633K +$69.3K +252 +12%
WCM
389
Washington Capital Management
Washington
$633K – – –
GF
390
Gabelli Funds
New York
$633K – – –
PS
391
Principal Securities
Iowa
$623K +$544K +1,978 +687%
WSTAM
392
Wilbanks Smith & Thomas Asset Management
Virginia
$619K -$825 -3 -0.1%
S
393
SimplyRich
California
$615K – – –
LAI
394
Legal Advantage Investments
California
$609K – – –
LNC
395
Lincoln National Corp
Pennsylvania
$603K +$58K +211 +11%
TFS
396
Thoroughbred Financial Services
Tennessee
$603K -$231K -841 -28%
VSQM
397
V-Square Quantitative Management
Illinois
$589K – – –
IWC
398
Integrated Wealth Concepts
Massachusetts
$585K +$96.5K +351 +20%
NRD
399
Nebula Research & Development
New York
$582K +$582K +2,116 New
TRCT
400
Tower Research Capital (TRC)
New York
$580K -$3.3M -12,000 -85%
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16
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