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Willis Towers Watson
WTW

Overview Fund Activity

489 hedge funds and large institutions have $24B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 168 increasing their positions, 158 reducing their positions, and 46 closing their positions.

Holders
489
Holders Change
+11
Holders Change %
+2.3%
% of All Funds
9.66%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
67
Increased
168
Reduced
158
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$325M
2
CVA
2
Ceredex Value Advisors
Florida
$219M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$77M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$854M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.34B

Top Sellers

1
Invesco
1
Invesco
Georgia
$463M
2
Capital International Investors
2
Capital International Investors
California
$354M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$408M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$113M
5
SCA
5
Southpoint Capital Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
451
Meeder Asset Management
Ohio
$9K 43 +5 +13%
HIA
452
Harbor Investment Advisory
Maryland
$9K 43 +43 New
OPS
453
Orion Portfolio Solutions
Nebraska
$9K 43 +43 New
HPC
454
HM Payson & Co
Maine
$8K 42 – –
WAP
455
Wealthcare Advisory Partners
Pennsylvania
$8K 40 – –
BAMG
456
Brand Asset Management Group
Missouri
$8K 38 – –
CFFP
457
Center for Financial Planning
Michigan
$8K 40 +40 New
AIC
458
Ameritas Investment Company
Nebraska
$7K 36 – –
BFEC
459
Benjamin F. Edwards & Company
Missouri
$7K 33 – –
CI
460
CX Institutional
Indiana
$7K 34 – –
WPA
461
West Paces Advisors
Georgia
$6.26K 31 – –
SQA
462
Simon Quick Advisors
New Jersey
$6K 28 +28 New
KPW
463
Kore Private Wealth
New York
$6K 31 +31 New
AA
464
Advisory Alpha
Michigan
$5.54K 27 -9 -25%
BCI
465
Brinker Capital Investments
Pennsylvania
$5K 26 – –
IAS
466
IMA Advisory Services
Colorado
$5K 26 – –
WTC
467
WhitTier Trust Company
Nevada
$4K 20 – –
CFGS
468
Concourse Financial Group Securities
Alabama
$4K 20 – –
IFAM
469
Institutional & Family Asset Management
Colorado
$4K 22 – –
GWS
470
Glassman Wealth Services
Virginia
$4K 19 +3 +19%
HWM
471
HighMark Wealth Management
Minnesota
$4K 22 +22 New
EWA
472
Evolution Wealth Advisors
Florida
$4K 22 +22 New
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$3K 17 -13 -43%
HNB
474
Huntington National Bank
Ohio
$2K 10 -9 -47%
VCM
475
Versant Capital Management
Arizona
$2K 14 -5 -26%
17 18
19
20 21