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Willis Towers Watson
WTW

Overview Fund Activity

559 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 187 increasing their positions, 177 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+14
Holders Change %
+2.57%
% of All Funds
9.82%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
187
Reduced
177
Closed
89
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$540M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$476M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$455M
4
UBS Group
UBS Group
Switzerland
+$423M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$329M

Top Sellers

1
Citigroup
Citigroup
New York
-$694M
2
LP
Longview Partners
Guernsey
-$598M
3
FCM
Farallon Capital Management
California
-$489M
4
Goldman Sachs
Goldman Sachs
New York
-$483M
5
Capital World Investors
Capital World Investors
California
-$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
401
Vestmark Advisory Solutions
Massachusetts
$412K +$412K +1,773 New
CB
402
Cadence Bank
Mississippi
$410K – – –
VCM
403
Vivaldi Capital Management
Illinois
$405K – – –
Mercer Global Advisors
404
Mercer Global Advisors
Colorado
$394K +$161K +690 +69%
IIC
405
Integrated Investment Consultants
Michigan
$393K +$110K +474 +39%
FHB
406
First Hawaiian Bank
Hawaii
$393K +$393K +1,694 New
Cetera Investment Advisers
407
Cetera Investment Advisers
Illinois
$392K +$392K +1,687 New
CIP
408
Cornerstone Investment Partners
Georgia
$391K +$12.8K +55 +3%
GT
409
Greenleaf Trust
Michigan
$386K -$3.72K -16 -1%
SFI
410
Siemens Fonds Invest
Germany
$381K +$381K +1,639 New
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$376K -$3.26K -14 -0.9%
IB
412
Intrust Bank
Kansas
$365K -$53.5K -230 -13%
GIA
413
Gateway Investment Advisers
Ohio
$361K -$8.85K -38 -2%
RWMH
414
Riverpoint Wealth Management Holdings
Illinois
$358K – – –
LNWWM
415
Laird Norton Wetherby Wealth Management
California
$343K -$7.66K -33 -2%
UAS
416
United Asset Strategies
New York
$338K -$326K -1,400 -49%
DAS
417
Dynamic Advisor Solutions
Arizona
$330K +$330K +1,422 New
Wellington Management Group
418
Wellington Management Group
Massachusetts
$325K -$1.86M -8,022 -85%
BCI
419
Brinker Capital Investments
Pennsylvania
$325K – – –
DT
420
Diversified Trust
Tennessee
$324K +$324K +1,392 New
JPMPWA
421
J.P. Morgan Private Wealth Advisors
California
$322K +$322K +1,386 New
CSPIA
422
Cary Street Partners Investment Advisory
Virginia
$321K +$16K +69 +5%
IMRF
423
Illinois Municipal Retirement Fund
Illinois
$321K +$321K +1,379 New
GFP
424
Gryphon Financial Partners
Ohio
$321K +$321K +1,385 New
Cohen & Steers
425
Cohen & Steers
New York
$318K – – –
15 16
17
18 19