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Willis Towers Watson
WTW

Overview Fund Activity

512 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 176 increasing their positions, 187 reducing their positions, and 47 closing their positions.

Holders
512
Holders Change
+14
Holders Change %
+2.81%
% of All Funds
10.36%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.75%
New
64
Increased
176
Reduced
187
Closed
47
Calls
$11.1M
Puts
$1.25M
Net Calls
+$9.86M
Net Calls Change
+$6.44M

Top Buyers

1
DKCM
1
Davidson Kempner Capital Management
New York
$302M
2
Barclays
2
Barclays
United Kingdom
$482M
3
State Street
3
State Street
Massachusetts
$1.32B
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$398M
5
Morgan Stanley
5
Morgan Stanley
New York
$237M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.15B
2
Capital World Investors
2
Capital World Investors
California
$409M
3
BlackRock
3
BlackRock
New York
$1.91B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.88B
5
Artisan Partners
5
Artisan Partners
Wisconsin
$680M
Name Market Value Shares Shares
Change 		Shares
Change %
IAS
476
IMA Advisory Services
Colorado
$9K 44 +18 +69%
FHC
477
First Horizon Corporation
Tennessee
$9K 44 +44 New
VCM
478
Versant Capital Management
Arizona
$7K 34 – –
WPA
479
West Paces Advisors
Georgia
$6.47K 31 -76 -71%
AF
480
Advisornet Financial
Minnesota
$6K 27 – –
AA
481
Advisory Alpha
Michigan
$6K 27 +27 New
CFA
482
Carroll Financial Associates
North Carolina
$5K 24 -263 -92%
GAM
483
Gemmer Asset Management
California
$5K 22 – –
IFAM
484
Institutional & Family Asset Management
Colorado
$5K 22 – –
FMP
485
Financial Management Professionals
Texas
$5K 26 – –
PFGIA
486
Patriot Financial Group Insurance Agency
Massachusetts
$5K 24 – –
ST
487
Smithfield Trust
Pennsylvania
$5K 26 – –
EWA
488
Evolution Wealth Advisors
Florida
$4K 20 – –
PW
489
Price Wealth
Texas
$4K 20 – –
WTC
490
WhitTier Trust Company
Nevada
$4K 20 – –
JCM
491
Jacobi Capital Management
Pennsylvania
$4K 18 +10 +125%
JWM
492
Janiczek Wealth Management
Colorado
$4K 17 +17 New
EW
493
Evoke Wealth
California
$3K 15 -4 -21%
CFD
494
Creative Financial Designs
Indiana
$3K 15 – –
HWM
495
HighMark Wealth Management
Minnesota
$3K 15 – –
NFG
496
Next Financial Group
Texas
$3K 12 +12 New
PFWA
497
Paces Ferry Wealth Advisors
Georgia
$3K 16 +16 New
VFA
498
Valeo Financial Advisors
Indiana
$2K 10 -23 -70%
TWA
499
TCI Wealth Advisors
Arizona
$2K 10 -3 -23%
WCG
500
Weaver Consulting Group
California
$2K 10 – –
18 19
20
21 22