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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
4
BIP
Brandes Investment Partners
California
$79.1M
5
Harris Associates
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
426
First Horizon Advisors
Tennessee
$466K +$2.95K +10 +0.6%
TC
427
TownSquare Capital
Utah
$462K +$179K +609 +63%
FWM
428
Fonville Wealth Management
Virginia
$458K – – –
TSS
429
Two Sigma Securities
New York
$456K -$179K -608 -28%
DEA
430
DoubleLine ETF Adviser
Florida
$455K -$42.7K -145 -9%
SFA
431
Sequoia Financial Advisors
Ohio
$454K +$104K +353 +30%
I
432
InceptionR
California
$451K +$451K +1,531 New
Focus Partners Wealth
433
Focus Partners Wealth
Massachusetts
$449K +$449K +1,524 New
CIA
434
Cladis Investment Advisory
Montana
$445K – – –
FRM
435
Fox Run Management
Connecticut
$440K -$785K -2,664 -64%
EIP
436
Epoch Investment Partners
New York
$438K – – –
Cambridge Investment Research Advisors
437
Cambridge Investment Research Advisors
Iowa
$436K +$19.4K +66 +5%
FCG
438
Fielder Capital Group
Tennessee
$429K -$39.8K -135 -8%
First Manhattan
439
First Manhattan
New York
$427K – – –
ASN
440
Advisory Services Network
Georgia
$426K – – –
RWMH
441
Riverpoint Wealth Management Holdings
Illinois
$423K – – –
GT
442
Glenmede Trust
Pennsylvania
$418K +$12.4K +42 +3%
BEI
443
Benjamin Edwards Inc
Missouri
$413K +$413K +1,403 New
Northwestern Mutual Wealth Management
444
Northwestern Mutual Wealth Management
Wisconsin
$412K +$51.6K +175 +14%
CAL
445
Capital Analysts LLC
Pennsylvania
$410K -$4.42K -15 -1%
DC
446
Davenport & Co
Virginia
$408K -$884 -3 -0.2%
Federated Hermes
447
Federated Hermes
Pennsylvania
$408K +$47.1K +160 +13%
HI
448
Horizon Investments
North Carolina
$406K -$16.8K -57 -4%
VA
449
Vident Advisory
Georgia
$403K -$245K -833 -38%
KPWS
450
Kestra Private Wealth Services
Texas
$399K -$22.4K -76 -5%
16 17
18
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