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Willis Towers Watson
WTW

Overview Fund Activity

625 hedge funds and large institutions have $23.1B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+69
Holders Change %
+12.41%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
120
Increased
195
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$355M
2
Morgan Stanley
Morgan Stanley
New York
$381M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$107M
4
Millennium Management
Millennium Management
New York
$103M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$346M

Top Sellers

1
CCM
Cantillon Capital Management
New York
$0
2
Artisan Partners
Artisan Partners
Wisconsin
$1.09B
3
American Century Companies
American Century Companies
Missouri
$174M
4
First Trust Advisors
First Trust Advisors
Illinois
$2.74M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
451
Ontario Teachers' Pension Plan Board
Ontario, Canada
$291K +$291K +1,205 New
SFI
452
Siemens Fonds Invest
Germany
$289K +$289K +1,200 New
DT
453
Diversified Trust
Tennessee
$282K +$282K +1,170 New
FFM
454
Forum Financial Management
Illinois
$277K +$277K +1,148 New
Lido Advisors
455
Lido Advisors
California
$276K +$35.3K +146 +15%
FHB
456
First Hawaiian Bank
Hawaii
$276K -$73.3K -304 -21%
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$275K -$4.1K -17 -1%
GT
458
Glenmede Trust
Pennsylvania
$271K +$271K +1,125 New
CI
459
Cigna Investments
Connecticut
$270K -$13.3K -55 -5%
LC
460
Landaas & Company
Wisconsin
$268K – – –
D.E. Shaw & Co
461
D.E. Shaw & Co
New York
$265K – – –
FCP
462
Fidelis Capital Partners
Florida
$265K +$26.8K +111 +11%
PTC
463
Petrus Trust Company
Texas
$263K +$263K +1,090 New
CWM
464
Connecticut Wealth Management
Connecticut
$262K +$5.55K +23 +2%
BFEC
465
Benjamin F. Edwards & Company
Missouri
$261K +$261K +1,079 +53,950%
WI
466
WBI Investments
New Jersey
$254K +$254K +1,054 New
AGM
467
Alpine Global Management
New York
$250K +$250K +1,035 New
Cohen & Steers
468
Cohen & Steers
New York
$247K -$91.8K -380 -27%
EWA
469
EP Wealth Advisors
California
$240K +$965 +4 +0.4%
JF
470
Jump Financial
Illinois
$237K +$237K +983 New
GT
471
Greenleaf Trust
Michigan
$233K +$233K +968 New
HWM
472
HB Wealth Management
Georgia
$229K +$229K +951 New
GAM
473
Garrison Asset Management
Arkansas
$229K +$229K +950 New
NA
474
NewEdge Advisors
Louisiana
$228K +$226K +905 +18,100%
CCWM
475
Cassaday & Co Wealth Management
Virginia
$226K +$226K +937 New
17 18
19
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