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Willis Towers Watson
WTW

Overview Fund Activity

577 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-27
Holders Change %
-4.47%
% of All Funds
9.1%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
180
Reduced
239
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.32B
2
American Century Companies
American Century Companies
Missouri
$205M
3
Man Group
Man Group
United Kingdom
$45.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$225M
5
Barclays
Barclays
United Kingdom
$67.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.4M
2
SV
Starboard Value
New York
$120M
3
Franklin Resources
Franklin Resources
California
$383M
4
Millennium Management
Millennium Management
New York
$5.36M
5
EIG
EdgePoint Investment Group
Ontario, Canada
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
EST
451
EA Series Trust
Pennsylvania
$204K +$204K +868 New
EF
452
Empowered Funds
Pennsylvania
$204K +$204K +868 New
SWM
453
Seed Wealth Management
Illinois
$200K +$200K +850 New
CIA
454
Citadel Investment Advisory
Ohio
$195K – – –
SOW
455
State of Wyoming
Wyoming
$185K +$80.5K +342 +77%
JFA
456
JNBA Financial Advisors
Minnesota
$183K -$5.89K -25 -3%
SIM
457
Sentry Investment Management
Wisconsin
$166K – – –
VSQM
458
V-Square Quantitative Management
Illinois
$155K +$155K +660 New
DGAM
459
Desjardins Global Asset Management
Quebec, Canada
$154K +$37K +157 +32%
GCM
460
Gladius Capital Management
Illinois
$142K +$7.07K +30 +5%
GRP
461
Global Retirement Partners
California
$138K – – –
EWA
462
EverSource Wealth Advisors
Alabama
$116K -$471 -2 -0.4%
DMBA
463
Deseret Mutual Benefit Administrators
Utah
$111K – – –
PP
464
PFS Partners
New Jersey
$108K – – –
FFL
465
Financial Freedom LLC
Ohio
$95.2K +$236 +1 +0.2%
S
466
SignatureFD
Georgia
$87.1K -$13.9K -59 -14%
QCG
467
Quadrant Capital Group
Ohio
$82.4K -$7.77K -33 -9%
LFA
468
Level Financial Advisors
New York
$80.8K -$26.4K -112 -25%
WTA
469
Washington Trust Advisors
Massachusetts
$79.6K – – –
Acadian Asset Management
470
Acadian Asset Management
Massachusetts
$79K -$481K -2,062 -86%
AP
471
Arlington Partners
Alabama
$74.4K +$74.4K +316 New
AA
472
Alta Advisers
United Kingdom
$70.7K – – –
NMG
473
New Millennium Group
Utah
$67.7K +$235 +1 +0.3%
PTC
474
Private Trust Company
Ohio
$61.9K -$1.18K -5 -2%
TWM
475
Tradition Wealth Management
Minnesota
$60K -$180K -763 -75%
17 18
19
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