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Willis Towers Watson
WTW

Overview Fund Activity

577 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-27
Holders Change %
-4.47%
% of All Funds
9.1%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
180
Reduced
239
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.32B
2
American Century Companies
American Century Companies
Missouri
$205M
3
Man Group
Man Group
United Kingdom
$45.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$225M
5
Barclays
Barclays
United Kingdom
$67.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.4M
2
SV
Starboard Value
New York
$120M
3
Franklin Resources
Franklin Resources
California
$383M
4
Millennium Management
Millennium Management
New York
$5.36M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
426
Everence Capital Management
Indiana
$274K – – –
JF
427
Jump Financial
Illinois
$272K +$272K +1,153 New
WPC
428
Wedmont Private Capital
Pennsylvania
$264K +$15.2K +66 +6%
OTPPB
429
Ontario Teachers' Pension Plan Board
Ontario, Canada
$264K +$264K +1,120 New
QCM
430
Quantinno Capital Management
New York
$263K -$9.44K -40 -3%
LC
431
Landaas & Company
Wisconsin
$262K – – –
FA
432
FDx Advisors
Illinois
$258K -$169K -720 -40%
IFU
433
iSAM Funds (UK)
United Kingdom
$255K -$796K -3,382 -76%
CWM
434
Connecticut Wealth Management
Connecticut
$251K -$1.18K -5 -0.5%
FCP
435
Fidelis Capital Partners
Florida
$234K +$942 +4 +0.4%
GT
436
Greenleaf Trust
Michigan
$232K -$22.4K -95 -9%
EWA
437
EP Wealth Advisors
California
$229K +$229K +184,563 New
VT
438
Vise Technologies
New York
$229K -$34.1K -145 -13%
GT
439
Glenmede Trust
Pennsylvania
$226K – – –
FHA
440
First Horizon Advisors
Tennessee
$225K -$12.5K -53 -5%
William Blair Investment Management
441
William Blair Investment Management
Illinois
$225K – – –
LTI
442
Laffer Tengler Investments
Tennessee
$224K +$707 +3 +0.3%
GAM
443
Garrison Asset Management
Arkansas
$224K – – –
FFM
444
Forum Financial Management
Illinois
$223K +$1.18K +5 +0.5%
FPA
445
First Pacific Advisors
California
$221K -$344K -1,460 -61%
PA
446
Parallel Advisors
California
$219K +$6.12K +26 +3%
CCWM
447
Cassaday & Co Wealth Management
Virginia
$217K +$217K +922 New
Axa
448
Axa
France
$217K -$4.93M -20,923 -96%
BSW
449
Buckingham Strategic Wealth
Missouri
$215K -$68.3K -290 -24%
CCM
450
Copeland Capital Management
Pennsylvania
$209K -$9.89K -42 -5%
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