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Willis Towers Watson
WTW

Overview Fund Activity

604 hedge funds and large institutions have $22.9B invested in Willis Towers Watson in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
9.67%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
75
Increased
182
Reduced
248
Closed
56
Calls
$46.4M
Puts
$37.1M
Net Calls
+$9.25M
Net Calls Change
-$18M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.88B
2
Millennium Management
Millennium Management
New York
$77.4M
3
American Century Companies
American Century Companies
Missouri
$154M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$500M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$1.29B
2
EIG
EdgePoint Investment Group
Ontario, Canada
$312M
3
AIM
Artemis Investment Management
United Kingdom
$40.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
$294M
5
BG
Baupost Group
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
451
Trust Asset Management
Texas
$285K -$14.4K -62 -5%
SFI
452
Siemens Fonds Invest
Germany
$282K -$3.49K -15 -1%
LNWWM
453
Laird Norton Wetherby Wealth Management
California
$281K – – –
DEA
454
DoubleLine ETF Adviser
Florida
$280K -$74.1K -319 -21%
KPWS
455
Kestra Private Wealth Services
Texas
$276K +$26.7K +115 +11%
OFS
456
OneAscent Financial Services
Alabama
$273K +$273K +1,175 New
UAS
457
United Asset Strategies
New York
$272K – – –
BJL
458
Brighton Jones LLC
Washington
$270K +$4.41K +19 +2%
QCM
459
Quantinno Capital Management
New York
$268K +$268K +1,155 New
VT
460
Vise Technologies
New York
$260K -$50K -215 -16%
LC
461
Landaas & Company
Wisconsin
$259K – – –
WPC
462
Wedmont Private Capital
Pennsylvania
$254K +$21.4K +91 +9%
BRWA
463
B. Riley Wealth Advisors
Florida
$251K -$56.2K -241 -18%
GT
464
Greenleaf Trust
Michigan
$251K -$4.18K -18 -2%
CWM
465
Connecticut Wealth Management
Connecticut
$249K +$249K +1,071 New
AWS
466
Atria Wealth Solutions
New York
$247K -$20.2K -87 -8%
MFS
467
Mirabella Financial Services
United Kingdom
$244K +$244K +1,050 New
Wolverine Trading
468
Wolverine Trading
Illinois
$241K -$29.6K -129 -11%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$237K -$92.5K -399 -28%
TWM
470
Tradition Wealth Management
Minnesota
$236K +$232 +1 +0.1%
FHA
471
First Horizon Advisors
Tennessee
$234K -$2.79K -12 -1%
GT
472
Glenmede Trust
Pennsylvania
$226K +$6.27K +27 +3%
FCP
473
Fidelis Capital Partners
Florida
$226K +$226K +990 New
VF
474
Virtu Financial
New York
$225K +$225K +969 New
William Blair Investment Management
475
William Blair Investment Management
Illinois
$222K +$697 +3 +0.3%
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