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Willis Towers Watson
WTW

Overview Fund Activity

625 hedge funds and large institutions have $23.1B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+69
Holders Change %
+12.41%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
120
Increased
195
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$355M
2
Morgan Stanley
Morgan Stanley
New York
$381M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$107M
4
Millennium Management
Millennium Management
New York
$103M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$346M

Top Sellers

1
CCM
Cantillon Capital Management
New York
$0
2
Artisan Partners
Artisan Partners
Wisconsin
$1.09B
3
American Century Companies
American Century Companies
Missouri
$174M
4
First Trust Advisors
First Trust Advisors
Illinois
$2.74M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Horizon Investments
North Carolina
$349K +$3.62K +15 +1%
PAS
427
Park Avenue Securities
New York
$348K +$34.1K +141 +11%
PCP
428
Proficio Capital Partners
Massachusetts
$338K +$5.31K +22 +2%
RFC
429
Regions Financial Corp
Alabama
$330K -$6.27K -26 -2%
GFP
430
Gryphon Financial Partners
Ohio
$330K +$330K +1,415 New
DC
431
Davenport & Co
Virginia
$329K -$1.21K -5 -0.4%
PAG
432
Private Advisor Group
New Jersey
$328K +$32.8K +136 +11%
CPIG
433
Chicago Partners Investment Group
Illinois
$327K -$7.53K -30 -2%
RBCM
434
Raub Brock Capital Management
California
$326K -$48.2K -200 -13%
HAG
435
HighPoint Advisor Group
Illinois
$325K +$325K +1,186 New
First Manhattan
436
First Manhattan
New York
$322K +$724 +3 +0.2%
AIM
437
Access Investment Management
Georgia
$322K +$322K +1,335 New
EP
438
Edgestream Partners
New Jersey
$320K +$320K +1,325 New
CAL
439
Capital Analysts LLC
Pennsylvania
$317K – – –
SCTC
440
Sanibel Captiva Trust Company
Florida
$316K +$316K +1,312 New
NS
441
NBC Securities
Alabama
$309K -$46K -191 -13%
EF
442
Empowered Funds
Pennsylvania
$308K +$39.3K +163 +15%
CG
443
Caprock Group
Idaho
$307K +$307K +1,270 New
RT
444
Rockland Trust
Massachusetts
$305K – – –
AIM
445
Alhambra Investment Management
Florida
$304K – – –
BJL
446
Brighton Jones LLC
Washington
$297K -$4.82K -20 -2%
MFA
447
Mayflower Financial Advisors
Massachusetts
$296K -$7K -29 -2%
TAM
448
Trust Asset Management
Texas
$296K – – –
KPWS
449
Kestra Private Wealth Services
Texas
$296K +$5.31K +22 +2%
Envestnet Portfolio Solutions
450
Envestnet Portfolio Solutions
Illinois
$293K +$39.6K +164 +16%
16 17
18
19 20