WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

625 hedge funds and large institutions have $23.1B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+69
Holders Change %
+12.41%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
120
Increased
195
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$355M
2
Morgan Stanley
2
Morgan Stanley
New York
$381M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$107M
4
Millennium Management
4
Millennium Management
New York
$103M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$346M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$1.09B
3
American Century Companies
3
American Century Companies
Missouri
$174M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$2.74M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
476
Penserra Capital Management
California
$226K -$47.8K -199 -17%
William Blair Investment Management
477
William Blair Investment Management
Illinois
$225K +$225K +931 New
BTI
478
Blue Trust Inc
Georgia
$219K +$26.2K +125 +14%
VT
479
Vise Technologies
New York
$218K +$218K +902 New
ATI
480
Act Two Investors
California
$216K +$216K +896 New
JFG
481
Jefferies Financial Group
New York
$209K +$209K +867 New
Arrowstreet Capital
482
Arrowstreet Capital
Massachusetts
$209K -$12.9M -53,377 -98%
STA
483
Summit Trail Advisors
New York
$207K +$207K +857 New
CCM
484
Coldstream Capital Management
Washington
$205K -$258K -1,068 -56%
RDWM
485
Red Door Wealth Management
Tennessee
$204K +$204K +846 New
SWM
486
Seed Wealth Management
Illinois
$204K +$204K +850 New
ERIC
487
Eagle Rock Investment Company
Georgia
$203K +$203K +841 New
CCA
488
Checchi Capital Advisers
California
$202K +$202K +837 New
CIA
489
Citadel Investment Advisory
Ohio
$199K – – –
RIL
490
Rothschild Investment LLC
Illinois
$189K +$189K +782 New
Bessemer Group
491
Bessemer Group
New Jersey
$188K +$43.2K +179 +30%
PI
492
PEAK6 Investments
Illinois
$187K +$54K +224 +41%
JFA
493
JNBA Financial Advisors
Minnesota
$178K -$8.44K -35 -5%
JFGIW
494
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$157K +$157K +648 New
GRP
495
Global Retirement Partners
California
$146K +$246 +1 +0.2%
GI
496
GAMMA Investing
California
$139K +$139K +564 New
EWA
497
EverSource Wealth Advisors
Alabama
$134K +$8.2K +34 +7%
SIM
498
Sentry Investment Management
Wisconsin
$132K -$14.2K -59 -10%
PA
499
Parallel Advisors
California
$120K -$1.69K -7 -1%
PP
500
PFS Partners
New Jersey
$110K – – –
18 19
20
21 22