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Willis Towers Watson
WTW

Overview Fund Activity

559 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 187 increasing their positions, 177 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+14
Holders Change %
+2.57%
% of All Funds
9.82%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
187
Reduced
177
Closed
89
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$540M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$476M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$455M
4
UBS Group
UBS Group
Switzerland
+$423M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$329M

Top Sellers

1
Citigroup
Citigroup
New York
-$694M
2
LP
Longview Partners
Guernsey
-$598M
3
FCM
Farallon Capital Management
California
-$489M
4
Goldman Sachs
Goldman Sachs
New York
-$483M
5
Capital World Investors
Capital World Investors
California
-$451M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
476
Alpha Paradigm Partners
Illinois
$82K +$82K +351 New
WT
477
Washington Trust
Rhode Island
$79K – – –
IA
478
IFP Advisors
Florida
$76K -$469 -2 -0.6%
CI
479
CX Institutional
Indiana
$63K +$16.8K +72 +36%
ETC
480
Exchange Traded Concepts
Oklahoma
$55K +$6.27K +27 +13%
GCM
481
Gables Capital Management
Florida
$53K – – –
GWM
482
Geneos Wealth Management
Colorado
$48K +$48K +200 New
ED
483
Exane Derivatives
France
$43.7K +$43.7K +188 New
PFBT
484
Parkside Financial Bank & Trust
Missouri
$42K -$1.17K -5 -3%
FMT
485
First Mercantile Trust
Tennessee
$37K -$1.16K -5 -3%
SOW
486
State of Wyoming
Wyoming
$37K +$37K +159 New
IRC
487
Investors Research Corp
Georgia
$35K – – –
LC
488
Lindbrook Capital
California
$33K -$936 -4 -3%
HWA
489
Heritage Wealth Advisors
Virginia
$32.3K – – –
GEA
490
Glen Eagle Advisors
New Jersey
$26.7K -$1.63K -7 -6%
EBA
491
Eagle Bay Advisors
New York
$26K +$7.07K +31 +37%
CA
492
Clearstead Advisors
Ohio
$26K +$24.4K +105 +1,500%
FFA
493
Freedman Financial Associates
Massachusetts
$25K – – –
EI
494
Ellevest Inc
New York
$25K +$1.4K +6 +6%
FHA
495
First Horizon Advisors
Tennessee
$25K +$9.26K +40 +59%
CCM
496
Copeland Capital Management
Pennsylvania
$25K +$25K +107 New
HI
497
Harbour Investments
Wisconsin
$24K – – –
HIA
498
Harbor Investment Advisory
Maryland
$22K – – –
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
TFIPS
500
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.6K – – –
18 19
20
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