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Willis Towers Watson
WTW

Overview Fund Activity

577 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-27
Holders Change %
-4.47%
% of All Funds
9.1%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
180
Reduced
239
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.32B
2
American Century Companies
American Century Companies
Missouri
$205M
3
Man Group
Man Group
United Kingdom
$45.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$225M
5
Barclays
Barclays
United Kingdom
$67.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.4M
2
SV
Starboard Value
New York
$120M
3
Franklin Resources
Franklin Resources
California
$383M
4
Millennium Management
Millennium Management
New York
$5.36M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMAEN1
401
Fund Management at Engine No 1
California
$326K +$21.2K +90 +7%
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
$325K – – –
DC
403
Davenport & Co
Virginia
$322K – – –
CAN
404
Cetera Advisor Networks
California
$320K -$132K -560 -29%
First Manhattan
405
First Manhattan
New York
$314K -$273K -1,159 -47%
CI
406
Cigna Investments
Connecticut
$313K – – –
FTDI
407
First Trust Direct Indexing
Massachusetts
$310K -$16.7K -71 -5%
CAL
408
Capital Analysts LLC
Pennsylvania
$310K – – –
OP
409
ORG Partners
Indiana
$308K +$308K +1,319 New
MFA
410
Mayflower Financial Advisors
Massachusetts
$299K -$14.1K -60 -5%
RT
411
Rockland Trust
Massachusetts
$298K – – –
AIM
412
Alhambra Investment Management
Florida
$297K – – –
Bessemer Group
413
Bessemer Group
New Jersey
$294K -$14.3K -61 -5%
AC
414
Avestar Capital
New York
$293K -$2.83K -12 -1%
PA
415
Profund Advisors
Maryland
$292K -$6.36K -27 -2%
TAM
416
Trust Asset Management
Texas
$289K – – –
PAG
417
Private Advisor Group
New Jersey
$289K -$6.12K -26 -2%
PCM
418
Penserra Capital Management
California
$285K +$149K +637 +110%
SFI
419
Siemens Fonds Invest
Germany
$284K – – –
CTC
420
Central Trust Company
Missouri
$283K -$375K -1,593 -57%
BJL
421
Brighton Jones LLC
Washington
$283K +$9.18K +39 +3%
LNWWM
422
Laird Norton Wetherby Wealth Management
California
$281K -$3.77K -16 -1%
CPIG
423
Chicago Partners Investment Group
Illinois
$276K +$15.8K +74 +6%
UAS
424
United Asset Strategies
New York
$276K – – –
KPWS
425
Kestra Private Wealth Services
Texas
$275K -$4.48K -19 -2%
15 16
17
18 19