WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.1M
4
BIP
Brandes Investment Partners
California
$79.1M
5
Harris Associates
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
476
ORG Partners
Indiana
$328K – – –
CAG
477
Csenge Advisory Group
Florida
$326K +$37.4K +129 +13%
Marshall Wace
478
Marshall Wace
United Kingdom
$324K -$24.9M -84,449 -99%
SFI
479
Siemens Fonds Invest
Germany
$323K – – –
CWM
480
Connecticut Wealth Management
Connecticut
$319K -$5.3K -18 -2%
FFL
481
Financial Freedom LLC
Ohio
$317K +$1.18K +4 +0.4%
CIA
482
Concurrent Investment Advisors
Florida
$314K +$37.7K +128 +14%
CI
483
Cigna Investments
Connecticut
$308K -$16.2K -55 -5%
ATI
484
Act Two Investors
California
$303K – – –
CCM
485
Coldstream Capital Management
Washington
$301K +$44K +148 +17%
SIA
486
Schechter Investment Advisors
Michigan
$301K -$571K -1,937 -66%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$300K -$23.3K -79 -7%
NRD
488
Nebula Research & Development
New York
$300K -$2.5M -8,473 -89%
VT
489
Vise Technologies
New York
$299K +$18K +61 +6%
D.E. Shaw & Co
490
D.E. Shaw & Co
New York
$295K -$29.5K -100 -9%
CFM
491
Catalyst Funds Management
Australia
$295K +$295K +1,000 New
SC
492
Syon Capital
California
$293K +$5.89K +20 +2%
NA
493
NewEdge Advisors
Louisiana
$292K -$2.06K -7 -0.7%
BBHC
494
Brown Brothers Harriman & Co
New York
$290K +$7.95K +27 +3%
GAM
495
Garrison Asset Management
Arkansas
$289K – – –
SWM
496
Seed Wealth Management
Illinois
$286K – – –
GRP
497
Global Retirement Partners
California
$275K +$34.5K +117 +14%
CCWM
498
Cassaday & Co Wealth Management
Virginia
$272K -$589 -2 -0.2%
KeyBank National Association
499
KeyBank National Association
Ohio
$269K +$10.9K +37 +4%
GL
500
Graypoint LLC
New York
$265K +$23.3K +79 +10%
18 19
20
21 22