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Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$115M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.3M
3
SCM
Sahana Capital Management
Connecticut
+$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$200M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
4
AGA
Altrinsic Global Advisors
Connecticut
-$75.7M
5
BlackRock
BlackRock
New York
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
476
Cigna Investments
Connecticut
$302K -$4.67K -17 -2%
CWM
477
Connecticut Wealth Management
Connecticut
$302K +$2.75K +10 +0.9%
ATI
478
Act Two Investors
California
$283K +$36.6K +133 +15%
UCFA
479
United Capital Financial Advisors
Texas
$281K +$281K +1,023 New
Cohen & Steers
480
Cohen & Steers
New York
$281K – – –
IGAM
481
iA Global Asset Management
Quebec, Canada
$278K +$278K +1,011 New
HWM
482
HB Wealth Management
Georgia
$277K +$15.7K +57 +6%
FFL
483
Financial Freedom LLC
Ohio
$269K +$157K +572 +140%
Verition Fund Management
484
Verition Fund Management
Connecticut
$268K -$233K -846 -46%
CAG
485
Csenge Advisory Group
Florida
$265K +$265K +965 New
SC
486
Syon Capital
California
$265K -$275K -1,001 -51%
EWA
487
EP Wealth Advisors
California
$264K -$9.35K -34 -3%
NA
488
NewEdge Advisors
Louisiana
$264K +$13.8K +50 +5%
MAM
489
Martingale Asset Management
Massachusetts
$262K +$262K +954 New
GAM
490
Garrison Asset Management
Arkansas
$261K – – –
William Blair Investment Management
491
William Blair Investment Management
Illinois
$259K +$3.3K +12 +1%
TSS
492
Two Sigma Securities
New York
$255K +$255K +928 New
CCWM
493
Cassaday & Co Wealth Management
Virginia
$254K -$3.3K -12 -1%
VA
494
Vident Advisory
Georgia
$253K +$253K +919 New
CCA
495
Checchi Capital Advisers
California
$243K +$12.9K +47 +6%
ZIC
496
ZWJ Investment Counsel
Georgia
$243K +$243K +884 New
CG
497
Caprock Group
Idaho
$243K -$107K -389 -31%
RDWM
498
Red Door Wealth Management
Tennessee
$233K – – –
SWM
499
Seed Wealth Management
Illinois
$232K – – –
GT
500
Greenleaf Trust
Michigan
$232K -$34.4K -125 -13%
18 19
20
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