WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
4
BIP
Brandes Investment Partners
California
$79.1M
5
Harris Associates
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
401
Integrated Wealth Concepts
Massachusetts
$591K -$34.5K -117 -6%
GI
402
GAMMA Investing
California
$589K +$228K +773 +63%
MYAM
403
Meiji Yasuda Asset Management
Japan
$579K +$15K +51 +3%
OTL
404
Oak Thistle LLC
New York
$576K +$576K +1,956 New
QL
405
Quarry LP
New York
$571K +$470K +1,595 +462%
DAS
406
Dynamic Advisor Solutions
Arizona
$569K +$25.3K +86 +5%
RRCM
407
Rappaport Reiches Capital Management
Illinois
$566K +$295 +1 +0.1%
SI
408
Saxon Interests
Texas
$539K – – –
EAM
409
Evanson Asset Management
California
$532K +$532K +1,806 New
WCM
410
Washington Capital Management
Washington
$530K – – –
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$528K -$20.6K -70 -4%
CL
412
Choreo LLC
Illinois
$522K +$904 +3 +0.2%
DFA
413
DHJJ Financial Advisors
Illinois
$515K – – –
EGM
414
Engineers Gate Manager
New York
$514K -$9.2M -31,226 -95%
Empower Advisory Group
415
Empower Advisory Group
Colorado
$506K -$4.12K -14 -0.8%
TFF
416
The Family Firm
Maryland
$502K – – –
SPIA
417
Steward Partners Investment Advisory
New York
$500K +$10K +34 +2%
JHP
418
James Hambro & Partners
United Kingdom
$494K -$44.2K -150 -8%
PA
419
Profund Advisors
Maryland
$494K +$56.6K +192 +13%
RG
420
Rathbones Group
United Kingdom
$491K – – –
CC
421
Centiva Capital
New York
$490K +$490K +1,665 New
SCA
422
Snowden Capital Advisors
New York
$482K +$19.2K +65 +4%
HCA
423
Harbour Capital Advisors
Virginia
$481K +$234K +785 +95%
Envestnet Portfolio Solutions
424
Envestnet Portfolio Solutions
Illinois
$481K -$17.7K -60 -4%
PHS
425
Pekin Hardy Strauss
Illinois
$475K -$11.2K -38 -2%
15 16
17
18 19