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Willis Towers Watson
WTW

Overview Fund Activity

546 hedge funds and large institutions have $24.7B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 217 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-31
Holders Change %
-5.37%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
217
Closed
92
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M

Top Buyers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$1.02B
2
Harris Associates
2
Harris Associates
Illinois
$845M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$295M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$161M
5
Franklin Resources
5
Franklin Resources
California
$590M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$267K
2
UBS Group
2
UBS Group
Switzerland
$196M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$135M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
401
Capital Analysts LLC
Pennsylvania
$315K -$1.18K -5 -0.4%
UCFA
402
United Capital Financial Advisors
Texas
$308K +$1.89K +8 +0.6%
TMAM
403
Tokio Marine Asset Management
Japan
$305K +$22.2K +94 +8%
BF
404
BOK Financial
Oklahoma
$303K +$303K +1,279 New
TAM
405
Trust Asset Management
Texas
$300K +$4.49K +19 +2%
AIM
406
Alhambra Investment Management
Florida
$298K – – –
BSW
407
Buckingham Strategic Wealth
Missouri
$286K +$1.18K +5 +0.4%
Lazard Asset Management
408
Lazard Asset Management
New York
$285K +$16.5K +70 +6%
HF
409
HRT Financial
New York
$284K -$12.5M -52,984 -98%
AC
410
Avestar Capital
New York
$281K +$10.2K +43 +4%
ETC
411
Exchange Traded Concepts
Oklahoma
$279K +$279K +1,183 New
SAM
412
Seelaus Asset Management
New Jersey
$276K -$275K -1,165 -50%
UAS
413
United Asset Strategies
New York
$272K – – –
ERIC
414
Eagle Rock Investment Company
Georgia
$268K – – –
Eagle Capital Management (New York)
415
Eagle Capital Management (New York)
New York
$267K -$475M -2,010,371 -100%
PFO
416
Pathstone Family Office
New Jersey
$264K -$14.6K -62 -5%
LC
417
Landaas & Company
Wisconsin
$264K – – –
SP
418
Symmetry Partners
Connecticut
$263K – – –
TCM
419
Teza Capital Management
Illinois
$253K -$94K -397 -27%
CA
420
Capitolis Advisors
New York
$252K -$35.4M -150,078 -99%
HI
421
Horizon Investments
North Carolina
$252K +$36.6K +155 +17%
KWA
422
KCS Wealth Advisory
California
$251K -$413K -1,749 -62%
NEGWA
423
New England Guild Wealth Advisors
Connecticut
$249K – – –
FFM
424
Forum Financial Management
Illinois
$249K +$40.1K +170 +19%
CAN
425
Cetera Advisor Networks
California
$248K +$36.4K +154 +17%
15 16
17
18 19