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Willis Towers Watson
WTW

Overview Fund Activity

604 hedge funds and large institutions have $22.9B invested in Willis Towers Watson in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
9.67%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
75
Increased
182
Reduced
248
Closed
56
Calls
$46.4M
Puts
$37.1M
Net Calls
+$9.25M
Net Calls Change
-$18M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.88B
2
Millennium Management
2
Millennium Management
New York
$77.4M
3
American Century Companies
3
American Century Companies
Missouri
$154M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$500M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$1.29B
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$312M
3
AIM
3
Artemis Investment Management
United Kingdom
$40.2M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$294M
5
BG
5
Baupost Group
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
476
Garrison Asset Management
Arkansas
$221K -$3.49K -15 -2%
LTI
477
Laffer Tengler Investments
Tennessee
$220K +$8.13K +35 +4%
FFM
478
Forum Financial Management
Illinois
$219K – – –
CCM
479
Copeland Capital Management
Pennsylvania
$216K -$7.91K -34 -4%
PTC
480
Petrus Trust Company
Texas
$214K +$214K +919 New
PA
481
Parallel Advisors
California
$210K -$10.9K -47 -5%
IC
482
Inscription Capital
Texas
$205K – – –
SC
483
Savant Capital
Illinois
$202K +$202K +871 New
BFM
484
Boothbay Fund Management
New York
$202K -$6.48M -27,897 -97%
CIA
485
Citadel Investment Advisory
Ohio
$192K – – –
JFA
486
JNBA Financial Advisors
Minnesota
$186K -$23.2K -100 -11%
SIM
487
Sentry Investment Management
Wisconsin
$164K -$210K -903 -56%
EI
488
Ellevest Inc
New York
$138K +$23.9K +103 +21%
PCM
489
Penserra Capital Management
California
$134K -$3.62M -15,641 -96%
GCM
490
Gladius Capital Management
Illinois
$133K +$8.6K +37 +7%
GRP
491
Global Retirement Partners
California
$132K +$130K +575 +6,389%
DGAM
492
Desjardins Global Asset Management
Quebec, Canada
$116K +$116K +498 New
EWA
493
EverSource Wealth Advisors
Alabama
$115K -$2.32K -10 -2%
DMBA
494
Deseret Mutual Benefit Administrators
Utah
$110K – – –
PP
495
PFS Partners
New Jersey
$106K – – –
LFA
496
Level Financial Advisors
New York
$106K – – –
SOW
497
State of Wyoming
Wyoming
$103K +$103K +442 New
S
498
SignatureFD
Georgia
$99.7K -$25.6K -110 -20%
FFL
499
Financial Freedom LLC
Ohio
$93.7K +$232 +1 +0.2%
ETH
500
Exos TFP Holdings
New York
$91.1K +$66.5K +286 +270%
18 19
20
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