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Willis Towers Watson
WTW

Overview Fund Activity

595 hedge funds and large institutions have $24.5B invested in Willis Towers Watson in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 185 increasing their positions, 230 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
+33
Holders Change %
+5.87%
% of All Funds
9.6%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
85
Increased
185
Reduced
230
Closed
39
Calls
$75.5M
Puts
$48.3M
Net Calls
+$27.3M
Net Calls Change
+$14M

Top Buyers

1
Invesco
1
Invesco
Georgia
$511M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$131M
3
American Century Companies
3
American Century Companies
Missouri
$119M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$169M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$60.3M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$54.2M
2
CVA
2
Ceredex Value Advisors
Florida
$122M
3
SV
3
Starboard Value
New York
$471M
4
ACM
4
Abrams Capital Management
Massachusetts
$197M
5
Franklin Resources
5
Franklin Resources
California
$510M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAS
426
United Asset Strategies
New York
$287K +$4.65K +19 +2%
AWS
427
Atria Wealth Solutions
New York
$282K +$282K +1,151 New
CAM
428
Cresset Asset Management
Illinois
$280K -$2.4K -10 -0.8%
BJL
429
Brighton Jones LLC
Washington
$280K +$280K +1,143 New
FTDI
430
First Trust Direct Indexing
Massachusetts
$278K +$2.94K +12 +1%
CSS
431
Cubist Systematic Strategies
Connecticut
$277K -$7.95M -32,490 -97%
SW
432
SVB Wealth
Massachusetts
$275K -$21.3K -87 -7%
LC
433
Landaas & Company
Wisconsin
$272K – – –
Bessemer Group
434
Bessemer Group
New Jersey
$271K -$8.55K -35 -3%
SW
435
SteelPeak Wealth
California
$270K +$270K +1,100 New
GT
436
Greenleaf Trust
Michigan
$268K +$6.35K +26 +2%
KPWS
437
Kestra Private Wealth Services
Texas
$262K -$93.5K -382 -26%
NEGWA
438
New England Guild Wealth Advisors
Connecticut
$258K – – –
IIC
439
Integrated Investment Consultants
Michigan
$253K +$1.22K +5 +0.5%
WPC
440
Wedmont Private Capital
Pennsylvania
$252K +$252K +993 New
FHA
441
First Horizon Advisors
Tennessee
$250K +$734 +3 +0.3%
UPC
442
Utah Peaks Capital
Utah
$250K +$250K +1,021 New
TWM
443
Tradition Wealth Management
Minnesota
$248K – – –
ACM
444
Acrisure Capital Management
Texas
$243K +$243K +992 New
SS
445
Simplicity Solutions
Minnesota
$238K +$238K +972 New
GAM
446
Garrison Asset Management
Arkansas
$236K +$236K +965 New
CCM
447
Copeland Capital Management
Pennsylvania
$236K -$5.15K -21 -2%
William Blair Investment Management
448
William Blair Investment Management
Illinois
$233K +$233K +951 New
PA
449
Parallel Advisors
California
$232K -$19.1K -78 -8%
GT
450
Glenmede Trust
Pennsylvania
$231K -$32.3K -132 -12%
16 17
18
19 20