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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.

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

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.4M
2
SV
2
Starboard Value
New York
$120M
3
Franklin Resources
3
Franklin Resources
California
$383M
4
Millennium Management
4
Millennium Management
New York
$5.36M
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$250M
Name Market Value Shares Shares
Change 		Shares
Change %
SCA
26
Southpoint Capital Advisors
New York
$177M 750,000 -100,000 -12%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$171M 727,601 -15,081 -2%
Morgan Stanley
28
Morgan Stanley
New York
$160M 679,807 +12,728 +2%
UBS AM
29
UBS AM
Illinois
$155M 665,216 – –
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$140M 593,414 +29,572 +5%
CVA
31
Ceredex Value Advisors
Florida
$135M 571,121 +49,164 +9%
Charles Schwab
32
Charles Schwab
California
$133M 566,089 -1,489 -0.3%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$129M 546,568 -12,568 -2%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$126M 534,210 -13,198 -2%
SV
35
Starboard Value
New York
$120M 508,880 -1,310,517 -72%
Capital Research Global Investors
36
Capital Research Global Investors
California
$100M 424,483 +220 +0.1%
Goldman Sachs
37
Goldman Sachs
New York
$92.2M 391,537 -110,128 -22%
Swiss National Bank
38
Swiss National Bank
Switzerland
$90.6M 384,510 -45,000 -10%
RRAM
39
River Road Asset Management
Kentucky
$81.9M 347,787 -1,836 -0.5%
CIC
40
Crawford Investment Counsel
Georgia
$75.6M 321,003 +1,661 +0.5%
Mawer Investment Management
41
Mawer Investment Management
Alberta, Canada
$72.3M 307,203 -5,444 -2%
Amundi
42
Amundi
France
$72M 308,301 +45,614 +17%
JIC
43
Johnson Investment Counsel
Ohio
$67.9M 288,157 -10 -0%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$67.6M 287,004 -57,152 -17%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$67.5M 286,806 -110,239 -28%
Barclays
46
Barclays
United Kingdom
$67.2M 285,483 +147,736 +107%
TSW
47
Thompson Siegel & Walmsley
Virginia
$62M 263,134 +32,943 +14%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$61.9M 263,094 +31,833 +14%
Bank of America
49
Bank of America
North Carolina
$60.7M 257,700 -139,923 -35%
PCM
50
Prana Capital Management
Connecticut
$60.3M 256,252 +126,262 +97%
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