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

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$267K
2
UBS Group
UBS Group
Switzerland
$196M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$135M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
426
Barings
North Carolina
$247K – – –
SIM
427
Sentry Investment Management
Wisconsin
$246K -$41.4K -175 -14%
FMAEN1
428
Fund Management at Engine No 1
California
$244K +$244K +1,033 New
TWM
429
Tradition Wealth Management
Minnesota
$240K – – –
WA
430
WestEnd Advisors
North Carolina
$236K -$237 -1 Closed
PGFC
431
Peapack-Gladstone Financial Corp
New Jersey
$236K – – –
DMBA
432
Deseret Mutual Benefit Administrators
Utah
$235K -$11.3K -48 -5%
JFA
433
JNBA Financial Advisors
Minnesota
$230K -$29.5K -125 -11%
FCH
434
Freestone Capital Holdings
Washington
$229K +$229K +970 New
GAM
435
Garrison Asset Management
Arkansas
$228K +$7.8K +33 +4%
William Blair Investment Management
436
William Blair Investment Management
Illinois
$228K +$29K +123 +15%
AssetMark Inc
437
AssetMark Inc
California
$222K +$188K +797 +557%
MC
438
Maverick Capital
Texas
$210K +$137K +583 +189%
IC
439
Inscription Capital
Texas
$209K – – –
LWAC
440
Laurel Wealth Advisors (California)
California
$208K +$208K +880 New
Assenagon Asset Management
441
Assenagon Asset Management
Luxembourg
$205K +$205K +867 New
AG
442
AlphaSimPlex Group
Massachusetts
$202K +$202K +857 New
CCA
443
Checchi Capital Advisers
California
$201K +$201K +850 New
FHA
444
First Horizon Advisors
Tennessee
$197K +$187K +791 +1,840%
PA
445
Parallel Advisors
California
$194K +$33.6K +140 +21%
APF
446
Alaska Permanent Fund
Alaska
$184K +$7.53K +32 +4%
AWA
447
Aaron Wealth Advisors
Illinois
$181K +$181K +42,755 New
SOW
448
State of Wyoming
Wyoming
$166K -$46.8K -198 -22%
CCM
449
Copeland Capital Management
Pennsylvania
$158K -$4.02K -17 -2%
PCM
450
Penserra Capital Management
California
$143K +$8.23K +35 +6%
16 17
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