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Willis Towers Watson
WTW

Overview Fund Activity

556 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-21
Holders Change %
-3.64%
% of All Funds
8.86%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
62
Increased
175
Reduced
232
Closed
79
Calls
$110M
Puts
$46.3M
Net Calls
+$64M
Net Calls Change
+$31.8M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$879M
2
BG
Baupost Group
Massachusetts
$325M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$1.13B
4
BIP
Brandes Investment Partners
California
$127M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$88.6M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$1.24M
2
EIG
EdgePoint Investment Group
Ontario, Canada
$0
3
SV
Starboard Value
New York
$0
4
Aberdeen Group
Aberdeen Group
United Kingdom
$5.47M
5
AllianceBernstein
AllianceBernstein
Tennessee
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
401
Chicago Partners Investment Group
Illinois
$271K +$7.53K +37 +3%
TC
402
Telemus Capital
Michigan
$268K -$166K -795 -38%
RT
403
Rockland Trust
Massachusetts
$265K – – –
AIM
404
Alhambra Investment Management
Florida
$263K – – –
MFA
405
Mayflower Financial Advisors
Massachusetts
$263K -$2.3K -11 -0.9%
BJL
406
Brighton Jones LLC
Washington
$262K +$10.9K +52 +4%
SEC
407
Seven Eight Capital
New York
$258K +$258K +1,234 New
TAM
408
Trust Asset Management
Texas
$256K – – –
PAG
409
Private Advisor Group
New Jersey
$256K -$209 -1 -0.1%
KPWS
410
Kestra Private Wealth Services
Texas
$252K +$7.73K +37 +3%
AC
411
AXQ Capital
New Jersey
$251K +$251K +1,200 New
PA
412
Profund Advisors
Maryland
$249K -$10.7K -51 -4%
GS
413
GTS Securities
New York
$248K +$248K +1,189 New
CI
414
Cigna Investments
Connecticut
$245K -$33.2K -159 -12%
ESCM
415
Echo Street Capital Management
New York
$244K +$244K +1,166 New
LNWWM
416
Laird Norton Wetherby Wealth Management
California
$242K -$7.31K -35 -3%
JPMPWA
417
J.P. Morgan Private Wealth Advisors
California
$238K -$805K -3,850 -77%
PCM
418
Penserra Capital Management
California
$236K -$15.7K -76 -6%
LC
419
Landaas & Company
Wisconsin
$233K – – –
EF
420
Empowered Funds
Pennsylvania
$232K +$51K +244 +28%
D.E. Shaw & Co
421
D.E. Shaw & Co
New York
$230K +$230K +1,100 New
CWM
422
Connecticut Wealth Management
Connecticut
$223K -$209 -1 -0.1%
FTDI
423
First Trust Direct Indexing
Massachusetts
$220K -$55.6K -266 -20%
Envestnet Portfolio Solutions
424
Envestnet Portfolio Solutions
Illinois
$219K +$219K +1,049 New
BTI
425
Blue Trust Inc
Georgia
$217K +$162K +688 +295%
15 16
17
18 19