WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

539 hedge funds and large institutions have $25.2B invested in Willis Towers Watson in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 209 reducing their positions, and 49 closing their positions.

Holders
539
Holders Change
+27
Holders Change %
+5.27%
% of All Funds
9.56%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.76%
New
81
Increased
167
Reduced
209
Closed
49
Calls
$17.7M
Puts
$8.74M
Net Calls
+$8.98M
Net Calls Change
-$889K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$384M
2
CA
2
Capitolis Advisors
New York
$219M
3
Franklin Resources
3
Franklin Resources
California
$219M
4
FCM
4
Farallon Capital Management
California
$203M
5
Goldman Sachs
5
Goldman Sachs
New York
$357M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
LP
2
Longview Partners
Guernsey
$911M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$199M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$206M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$543M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
451
Perigon Wealth Management
California
$66K 312 +312 New
OSAM
452
O'Shaughnessy Asset Management
Connecticut
$62K 294 -21 -7%
PCM
453
Penserra Capital Management
California
$56K 270 +32 +13%
RPWA
454
Regent Peak Wealth Advisors
Georgia
$43K 206 +206 New
AI
455
ArchPoint Investors
Florida
$42K 200 – –
BCA
456
Berman Capital Advisors
Georgia
$42K 200 +4 +2%
PCG
457
Private Capital Group
Connecticut
$39K 186 -63 -25%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$37K 172 -10 -5%
GCM
459
Gables Capital Management
Florida
$37K 177 – –
LWCFA
460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K 172 +172 New
FMT
461
First Mercantile Trust
Tennessee
$35K 165 – –
IRC
462
Investors Research Corp
Georgia
$32K 151 – –
EI
463
Ellevest Inc
New York
$31K 146 -28 -16%
Twin Tree Management
464
Twin Tree Management
Texas
$30K 144 +144 New
CI
465
CX Institutional
Indiana
$29K 140 -5 -3%
LC
466
Lindbrook Capital
California
$29K 140 -3 -2%
HWA
467
Heritage Wealth Advisors
Virginia
$29K 139 +12 +9%
GEA
468
Glen Eagle Advisors
New Jersey
$25.7K 122 +20 +20%
RA
469
Reby Advisors
Connecticut
$24K 112 +112 New
MTCM
470
Mint Tower Capital Management
Netherlands
$24K 11,562 +1,000 +9%
CIA
471
CSat Investment Advisory
Michigan
$23K 109 -472 -81%
SFS
472
Sowell Financial Services
Arkansas
$23K 109 -17 -13%
FFA
473
Freedman Financial Associates
Massachusetts
$23K 109 +109 New
AIL
474
AGF Investments LLC
Ontario, Canada
$21K 100 -28 -22%
VCG
475
Vantage Consulting Group
Virginia
$21K 102 +102 New
17 18
19
20 21