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Willis Towers Watson
WTW

Overview Fund Activity

489 hedge funds and large institutions have $24B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 46 closing their positions.

Holders
489
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
9.66%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
67
Increased
168
Reduced
158
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$325M
2
CVA
2
Ceredex Value Advisors
Florida
$219M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$77M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$854M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.34B

Top Sellers

1
Invesco
1
Invesco
Georgia
$463M
2
Capital International Investors
2
Capital International Investors
California
$354M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$408M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$113M
5
SCA
5
Southpoint Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EI
426
Ellevest Inc
New York
$30K 151 +151 New
SFS
427
Sowell Financial Services
Arkansas
$29K 142 -28 -16%
CYG
428
Clean Yield Group
Vermont
$29K 145 – –
PCM
429
Penserra Capital Management
California
$27K 126 +36 +40%
LC
430
Lindbrook Capital
California
$23K 115 – –
RIA
431
Realta Investment Advisors
Delaware
$21K 108 – –
TWA
432
TCI Wealth Advisors
Arizona
$21K 103 +44 +75%
HR
433
Howe & Rusling
New York
$20K 99 +35 +55%
ZB
434
Zions Bancorporation
Utah
$16K 79 -10 -11%
CCM
435
Cribstone Capital Management
Maine
$15K 75 -30 -29%
HCM
436
Highlander Capital Management
New Jersey
$15K 75 – –
SFSIG
437
San Francisco Sentry Investment Group
California
$15K 74 – –
SL
438
Savior LLC
Massachusetts
$15K 72 +72 New
GWM
439
Geneos Wealth Management
Colorado
$15K 75 +75 New
TFO
440
Tarbox Family Office
California
$14K 68 – –
EARNEST Partners
441
EARNEST Partners
Georgia
$14K 67 – –
TL
442
TrueWealth LLC
Georgia
$14K 71 – –
CFA
443
Carroll Financial Associates
North Carolina
$13K 65 – –
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$13K 62 – –
PB
445
Pinnacle Bancorp
Nebraska
$12K 60 – –
TAIM
446
TD Ameritrade Investment Management
Nebraska
$12K 59 +29 +97%
EW
447
Evoke Wealth
California
$9.54K 47 +4 +9%
TCOV
448
Trust Company of Vermont
Vermont
$9K 43 -20 -32%
SIAS
449
Shine Investment Advisory Services
Colorado
$9K 44 – –
IA
450
IFP Advisors
Florida
$9K 46 +1 +2%
16 17
18
19 20