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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IA
476
IFP Advisors
Florida
$58.6K +$1.41K +6 +2%
WTG
477
West Tower Group
Virginia
$58.4K +$58.4K +248 New
BTI
478
Blue Trust Inc
Georgia
$54K -$325K -1,404 -86%
GCM
479
Gables Capital Management
Florida
$53.5K – – –
PFBT
480
Parkside Financial Bank & Trust
Missouri
$51.3K -$707 -3 -1%
CAL
481
Capital Advisors Ltd
Ohio
$41K +$41K +172 New
Point72 Asset Management
482
Point72 Asset Management
Connecticut
$39.1K -$408K -1,734 -91%
BWL
483
Bogart Wealth LLC
Virginia
$38.6K – – –
LC
484
Lindbrook Capital
California
$37.9K -$2.36K -10 -6%
HWA
485
Heritage Wealth Advisors
Virginia
$36.3K +$6.36K +27 +21%
IRC
486
Investors Research Corp
Georgia
$35.6K – – –
SSG
487
Summit Securities Group
New York
$32K -$16.9K -73 -35%
MPWT
488
MassMutual Private Wealth & Trust
Connecticut
$30.9K +$12.5K +53 +68%
CFG
489
CKW Financial Group
Hawaii
$28K – – –
SWM
490
Spire Wealth Management
Virginia
$23.9K +$6.38K +27 +36%
AF
491
Allworth Financial
California
$23.8K – – –
CT
492
Cambridge Trust
Massachusetts
$23.6K – – –
Simplex Trading
493
Simplex Trading
Illinois
$23K +$23K +98 New
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$22.8K – – –
FFA
495
Farther Finance Advisors
California
$22.6K +$3.53K +15 +19%
HIA
496
Harbor Investment Advisory
Maryland
$22.4K +$471 +2 +2%
BIA
497
Bell Investment Advisors
California
$22.1K +$1.18K +5 +6%
TCOV
498
Trust Company of Vermont
Vermont
$19.8K – – –
BAAM
499
Baker Avenue Asset Management
California
$19.1K -$2.12K -9 -10%
GIA
500
GHP Investment Advisors
Colorado
$18.3K -$26.1K -128 -59%
18 19
20
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