WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

562 hedge funds and large institutions have $20.6B invested in Willis Towers Watson in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 206 reducing their positions, and 62 closing their positions.

Holders
562
Holders Change
-10
Holders Change %
-1.75%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
60
Increased
189
Reduced
206
Closed
62
Calls
$49.2M
Puts
$35.9M
Net Calls
+$13.3M
Net Calls Change
-$11.4M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$127M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$1.35B
3
BG
3
Baupost Group
Massachusetts
$258M
4
Harris Associates
4
Harris Associates
Illinois
$827M
5
GCM
5
Glenview Capital Management
New York
$70.6M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$435M
2
Barclays
2
Barclays
United Kingdom
$149M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.21B
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.7M
5
Victory Capital Management
5
Victory Capital Management
Texas
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
476
Lindbrook Capital
California
$34K -$4.43K -22 -12%
CCM
477
Covington Capital Management
California
$32K +$32K +143 New
BWL
478
Bogart Wealth LLC
Virginia
$30K – – –
IRC
479
Investors Research Corp
Georgia
$30K – – –
SSG
480
Summit Securities Group
New York
$28K -$19.5K -96 -41%
HWA
481
Heritage Wealth Advisors
Virginia
$27.9K – – –
CFG
482
CKW Financial Group
Hawaii
$24K – – –
HCP
483
Hexagon Capital Partners
Arkansas
$24K +$19K +95 +380%
Bank of Montreal
484
Bank of Montreal
Ontario, Canada
$22.2K +$66 +322 +0.3%
CT
485
Cambridge Trust
Massachusetts
$21K +$1K +5 +5%
AF
486
Allworth Financial
California
$20K +$1.02K +5 +5%
HIA
487
Harbor Investment Advisory
Maryland
$19K – – –
FMII
488
Farmers & Merchants Investments Inc
Nebraska
$19K +$2.55K +13 +15%
TCOV
489
Trust Company of Vermont
Vermont
$17K – – –
BIA
490
Bell Investment Advisors
California
$16K +$8.91K +44 +126%
HCM
491
Highlander Capital Management
New Jersey
$15K – – –
BCMLT
492
Beacon Capital Management LLC (Tennessee)
Tennessee
$14K – – –
GEA
493
Glen Eagle Advisors
New Jersey
$13.6K – – –
RTC
494
Riverview Trust Company
Washington
$13K -$7.72K -38 -37%
EARNEST Partners
495
EARNEST Partners
Georgia
$13K – – –
NIC
496
Northwest Investment Counselors
Oregon
$13K – – –
DIP
497
DT Investment Partners
Pennsylvania
$13K +$13K +65 New
CA
498
Crewe Advisors
Utah
$12K +$3.4K +17 +40%
SWM
499
Spire Wealth Management
Virginia
$11K -$62.8K -314 -85%
UB
500
UMB Bank
Missouri
$11K +$982 +5 +10%
18 19
20
21 22