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Willis Towers Watson
WTW

Overview Fund Activity

431 hedge funds and large institutions have $18.7B invested in Willis Towers Watson in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 154 increasing their positions, 139 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
+10
Holders Change %
+2.38%
% of All Funds
9.79%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.32%
New
65
Increased
154
Reduced
139
Closed
51
Calls
$11M
Puts
$24.3M
Net Calls
-$13.3M
Net Calls Change
-$22.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.39B
2
Harris Associates
Harris Associates
Illinois
$1.55B
3
LP
Longview Partners
Guernsey
$926M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$143M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2B

Top Sellers

1
VH
ValueAct Holdings
California
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$94.4M
3
Fidelity International
Fidelity International
Bermuda
$448M
4
BIP
Brandes Investment Partners
California
$0
5
Citadel Advisors
Citadel Advisors
Florida
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
401
EARNEST Partners
Georgia
$10K +$10K +67 New
PFBT
402
Parkside Financial Bank & Trust
Missouri
$9K – – –
GRP
403
Global Retirement Partners
California
$9K – – –
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$9K +$9K +59 New
PS
405
Portfolio Solutions
Michigan
$8K +$8K +50 New
GFP
406
Gryphon Financial Partners
Ohio
$8K +$8K +50 New
CBT
407
Capital Bank & Trust
California
$7K – – –
SIAS
408
Shine Investment Advisory Services
Colorado
$7K – – –
TWA
409
TCI Wealth Advisors
Arizona
$7K – – –
Fifth Third Bancorp
410
Fifth Third Bancorp
Ohio
$7K +$1.19K +8 +21%
FMII
411
Farmers & Merchants Investments Inc
Nebraska
$7K +$2.64K +17 +61%
GWS
412
Glassman Wealth Services
Virginia
$6K +$5.56K +38 +1,267%
FAM
413
Fred Alger Management
New York
$6K +$6K +40 New
IA
414
IFP Advisors
Florida
$5K -$23.5K -155 -82%
GT
415
Glenmede Trust
Pennsylvania
$4K – – –
VCM
416
Versant Capital Management
Arizona
$4K – – –
PHK
417
Point72 Hong Kong
Hong Kong
$4K +$4K +29 New
GWM
418
Geneos Wealth Management
Colorado
$3K – – –
TCOV
419
Trust Company of Vermont
Vermont
$3K – – –
BFEC
420
Benjamin F. Edwards & Company
Missouri
$3K – – –
WTC
421
WhitTier Trust Company
Nevada
$3K – – –
KJWM
422
Kiley Juergens Wealth Management
Washington
$3K +$3K +22 New
PCIA
423
Prime Capital Investment Advisors
Kansas
$3K +$3K +22 New
WPA
424
West Paces Advisors
Georgia
$2.26K – – –
ST
425
Smithfield Trust
Pennsylvania
$2K +$2K +10 New
15 16
17
18 19