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Willis Towers Watson
WTW

Overview Fund Activity

419 hedge funds and large institutions have $17B invested in Willis Towers Watson in 2018 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 126 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+9
Holders Change %
+2.2%
% of All Funds
9.59%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
53
Increased
126
Reduced
161
Closed
38
Calls
$68.5M
Puts
$8.15M
Net Calls
+$60.3M
Net Calls Change
+$74.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$334M
2
Invesco
Invesco
Georgia
+$59.9M
3
Capital World Investors
Capital World Investors
California
+$41M
4
CC
Carlson Capital
Texas
+$36.1M
5
TSW
Thompson Siegel & Walmsley
Virginia
+$35.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$308M
2
Harris Associates
Harris Associates
Illinois
-$174M
3
Citadel Advisors
Citadel Advisors
Florida
-$94M
4
Fidelity International
Fidelity International
Bermuda
-$74.5M
5
TCM
TimesSquare Capital Management
New York
-$67.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$7K +$437 +3 +7%
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$6K -$600 -4 -9%
FAM
403
Fred Alger Management
New York
$6K – – –
SIAS
404
Shine Investment Advisory Services
Colorado
$6K – – –
WPA
405
West Paces Advisors
Georgia
$4.37K – – –
VCM
406
Versant Capital Management
Arizona
$4K – – –
IAS
407
IMA Advisory Services
Colorado
$4K – – –
BCI
408
Brinker Capital Investments
Pennsylvania
$4K +$4K +26 New
HNB
409
Huntington National Bank
Ohio
$4K +$4K +32 New
IFAM
410
Institutional & Family Asset Management
Colorado
$3K – – –
FC
411
Ferris Capital
Massachusetts
$3K – – –
WTC
412
WhitTier Trust Company
Nevada
$3K – – –
APP
413
Avantax Planning Partners
Iowa
$3K +$3K +20 New
PCP
414
Proficio Capital Partners
Massachusetts
$1K -$2K -16 -67%
SWM
415
SeaCrest Wealth Management
New York
$1K – – –
TFO
416
Tarbox Family Office
California
$1K – – –
GWS
417
Glassman Wealth Services
Virginia
$1K – – –
TCM
418
TimesSquare Capital Management
New York
– -$67.3M -443,900 Closed
FCM
419
Frontier Capital Management
Massachusetts
– -$66.6M -439,611 Closed
SC
420
Shellback Capital
Massachusetts
– -$12.1M -79,697 Closed
OCM
421
Oribel Capital Management
New York
– -$9.1M -60,000 Closed
GF
422
Greenhouse Funds
Maryland
– -$9.06M -59,752 Closed
CM
423
Crestline Management
Texas
– -$8.99M -59,324 Closed
Royal London Asset Management
424
Royal London Asset Management
United Kingdom
– -$7.84M -51,738 Closed
NRC
425
North Run Capital
Massachusetts
– -$7.58M -50,000 Closed
15 16
17
18 19