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Willis Towers Watson
WTW

Overview Fund Activity

562 hedge funds and large institutions have $20.6B invested in Willis Towers Watson in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
-10
Holders Change %
-1.75%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
60
Increased
189
Reduced
206
Closed
62
Calls
$49.2M
Puts
$35.9M
Net Calls
+$13.3M
Net Calls Change
-$11.4M

Top Buyers

1
AIM
Artemis Investment Management
United Kingdom
$127M
2
Artisan Partners
Artisan Partners
Wisconsin
$1.35B
3
BG
Baupost Group
Massachusetts
$258M
4
Harris Associates
Harris Associates
Illinois
$827M
5
GCM
Glenview Capital Management
New York
$70.6M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$435M
2
Barclays
Barclays
United Kingdom
$149M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.21B
4
First Trust Advisors
First Trust Advisors
Illinois
$14.7M
5
Victory Capital Management
Victory Capital Management
Texas
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
426
Corient Capital Partners
California
$236K – – –
UAS
427
United Asset Strategies
New York
$232K – – –
Bessemer Group
428
Bessemer Group
New Jersey
$230K -$65.5K -326 -22%
HI
429
Horizon Investments
North Carolina
$228K +$228K +1,134 New
FTDI
430
First Trust Direct Indexing
Massachusetts
$226K +$226K +1,125 New
LC
431
Landaas & Company
Wisconsin
$224K – – –
CAN
432
Cetera Advisor Networks
California
$217K -$47.2K -235 -18%
GT
433
Glenmede Trust
Pennsylvania
$216K +$216K +1,077 New
GT
434
Greenleaf Trust
Michigan
$215K -$117K -581 -35%
YWP
435
YorkBridge Wealth Partners
New York
$214K +$214K +1,064 New
FMAEN1
436
Fund Management at Engine No 1
California
$212K -$13.8K -69 -6%
NEGWA
437
New England Guild Wealth Advisors
Connecticut
$212K – – –
Wellington Management Group
438
Wellington Management Group
Massachusetts
$211K -$192K -959 -48%
IIC
439
Integrated Investment Consultants
Michigan
$207K – – –
PA
440
Parallel Advisors
California
$206K -$52.8K -263 -20%
TWM
441
Tradition Wealth Management
Minnesota
$204K – – –
FHA
442
First Horizon Advisors
Tennessee
$204K +$40.1K +200 +24%
ERIC
443
Eagle Rock Investment Company
Georgia
$201K -$27.1K -135 -12%
SIM
444
Sentry Investment Management
Wisconsin
$201K +$26.5K +132 +15%
PGFC
445
Peapack-Gladstone Financial Corp
New Jersey
$201K +$201K +1,000 New
CCM
446
Copeland Capital Management
Pennsylvania
$198K -$201 -1 -0.1%
SOW
447
State of Wyoming
Wyoming
$184K +$31.3K +156 +20%
JFA
448
JNBA Financial Advisors
Minnesota
$181K – – –
DMBA
449
Deseret Mutual Benefit Administrators
Utah
$173K -$27.9K -139 -14%
Lazard Asset Management
450
Lazard Asset Management
New York
$168K -$70.7K -354 -30%
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18
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