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Willis Towers Watson
WTW

Overview Fund Activity

465 hedge funds and large institutions have $21B invested in Willis Towers Watson in 2019 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 162 increasing their positions, 148 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
+46
Holders Change %
+10.98%
% of All Funds
10.08%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.3%
New
89
Increased
162
Reduced
148
Closed
40
Calls
$39.6M
Puts
$11.4M
Net Calls
+$28.2M
Net Calls Change
+$26M

Top Buyers

1
BlackRock
BlackRock
New York
+$389M
2
PIP
Permian Investment Partners
Texas
+$79.6M
3
Millennium Management
Millennium Management
New York
+$53.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.5M
5
Bank of America
Bank of America
North Carolina
+$45.6M

Top Sellers

1
LAM
Lyrical Asset Management
New York
-$248M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$125M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$114M
4
Wells Fargo
Wells Fargo
California
-$97.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$95.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
451
Ferris Capital
Massachusetts
$3K – – –
SWM
452
SeaCrest Wealth Management
New York
$3K +$1.13K +6 +60%
GWS
453
Glassman Wealth Services
Virginia
$3K +$2.25K +12 +300%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$2.99K +$2.99K +17 New
WCG
455
Weaver Consulting Group
California
$2K +$2K +10 New
LWA
456
Lenox Wealth Advisors
New York
$2K +$2K +12 New
GAM
457
Gemmer Asset Management
California
$1K -$6K -48 -86%
PCG
458
Private Capital Group
Connecticut
$1K -$2.43K -17 -71%
WCM
459
WealthBridge Capital Management
Ohio
$1K – – –
BFEC
460
Benjamin F. Edwards & Company
Missouri
$1K +$1K +5 New
HIIFS
461
Harel Insurance Investments & Financial Services
Israel
$1K +$1K +6 New
PFGIA
462
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +7 New
PCP
463
Proficio Capital Partners
Massachusetts
$1K +$1K +8 New
AA
464
Advisory Alpha
Michigan
$525 +$525 +3 New
GT
465
Glenmede Trust
Pennsylvania
$28 +$10 +59 +58%
LAM
466
Lyrical Asset Management
New York
– -$248M -1,634,297 Closed
UOC
467
UBS O'Connor
Illinois
– -$56.2M -370,000 Closed
SM
468
Sunriver Management
Connecticut
– -$23M -151,750 Closed
LC
469
Loews Corp
New York
– -$13.8M -91,000 Closed
HI
470
Honeywell International
North Carolina
– -$11.9M -78,200 Closed
CF
471
CNA Financial
Illinois
– -$6.38M -42,000 Closed
RGI
472
River Global Investors
United Kingdom
– -$4.9M -32,245 Closed
Skandinaviska Enskilda Banken (SEB)
473
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$3.3M -21,696 Closed
ARTA
474
A.R.T. Advisors
New York
– -$2.98M -19,600 Closed
WBC
475
Westpac Banking Corp
Australia
– -$2.71M -17,836 Closed
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