WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

431 hedge funds and large institutions have $18.6B invested in Willis Towers Watson in 2018 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 126 increasing their positions, 167 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
431
Holders Change
–
Holders Change %
0%
% of All Funds
9.89%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
58
Increased
126
Reduced
167
Closed
52
Calls
$17.8M
Puts
$29.4M
Net Calls
-$11.6M
Net Calls Change
+$1.76M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$95.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$86.3M
3
SCA
Southpoint Capital Advisors
New York
+$60.9M
4
Harris Associates
Harris Associates
Illinois
+$57M
5
LAM
Lyrical Asset Management
New York
+$21.6M

Top Sellers

1
HCM
Highline Capital Management
New York
-$128M
2
SI
Scharf Investments
California
-$65.1M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$59.1M
4
Invesco
Invesco
Georgia
-$41.1M
5
SI
Sentry Investments
Ontario, Canada
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
401
Destination Wealth Management
California
$9K +$9K +57 New
CIBC Private Wealth Group
402
CIBC Private Wealth Group
Georgia
$8K -$582 -4 -7%
GFP
403
Gryphon Financial Partners
Ohio
$8K – – –
PS
404
Portfolio Solutions
Michigan
$8K – – –
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
SIAS
406
Shine Investment Advisory Services
Colorado
$7K – – –
TWA
407
TCI Wealth Advisors
Arizona
$7K – – –
CBT
408
Capital Bank & Trust
California
$7K – – –
VFA
409
Valeo Financial Advisors
Indiana
$7K +$7K +45 New
FAM
410
Fred Alger Management
New York
$6K – – –
WAP
411
Wealthcare Advisory Partners
Pennsylvania
$6K +$6K +40 New
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$5K -$1.71K -12 -26%
IA
413
IFP Advisors
Florida
$5K – – –
GWS
414
Glassman Wealth Services
Virginia
$4K -$1.86K -13 -32%
GT
415
Glenmede Trust
Pennsylvania
$4K – – –
Nomura Holdings
416
Nomura Holdings
Japan
$3.01K +$1.02K +6,723 +52%
VCM
417
Versant Capital Management
Arizona
$3K -$231 -2 -7%
TCOV
418
Trust Company of Vermont
Vermont
$3K – – –
WTC
419
WhitTier Trust Company
Nevada
$3K – – –
PCP
420
Proficio Capital Partners
Massachusetts
$3K +$2.53K +16 +533%
FC
421
Ferris Capital
Massachusetts
$3K +$3K +18 New
IFAM
422
Institutional & Family Asset Management
Colorado
$3K +$3K +22 New
WPA
423
West Paces Advisors
Georgia
$2.28K – – –
SWM
424
SeaCrest Wealth Management
New York
$2K – – –
CIP
425
Convergence Investment Partners
Florida
$2K +$2K +10 New
15 16
17
18 19