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Willis Towers Watson
WTW

Overview Fund Activity

539 hedge funds and large institutions have $25.2B invested in Willis Towers Watson in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 167 increasing their positions, 209 reducing their positions, and 49 closing their positions.

Holders
539
Holders Change
+27
Holders Change %
+5.27%
% of All Funds
9.56%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.76%
New
81
Increased
167
Reduced
209
Closed
49
Calls
$17.7M
Puts
$8.74M
Net Calls
+$8.98M
Net Calls Change
-$889K

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$384M
2
CA
2
Capitolis Advisors
New York
$219M
3
Franklin Resources
3
Franklin Resources
California
$219M
4
FCM
4
Farallon Capital Management
California
$203M
5
Goldman Sachs
5
Goldman Sachs
New York
$357M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$746M
2
LP
2
Longview Partners
Guernsey
$911M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$199M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$206M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$543M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
501
Advisornet Financial
Minnesota
$6K 27 – –
JWA
502
JFS Wealth Advisors
Pennsylvania
$6K 28 +28 New
SIA
503
SkyView Investment Advisors
New Jersey
$6K 29 +29 New
AssetMark Inc
504
AssetMark Inc
California
$5K 22 -72 -77%
PWMG
505
Prestige Wealth Management Group
New Jersey
$5K 25 -70 -74%
IAS
506
IMA Advisory Services
Colorado
$5K 26 -18 -41%
IFAM
507
Institutional & Family Asset Management
Colorado
$5K 22 – –
FMP
508
Financial Management Professionals
Texas
$5K 26 – –
ST
509
Smithfield Trust
Pennsylvania
$5K 26 – –
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$5K 24 – –
JCM
511
Jacobi Capital Management
Pennsylvania
$5K 23 +5 +28%
EWA
512
Evolution Wealth Advisors
Florida
$4K 20 – –
WTC
513
WhitTier Trust Company
Nevada
$4K 20 – –
FPS
514
Fieldpoint Private Securities
Connecticut
$4K 17 +17 New
PFO
515
Pathstone Family Office
New Jersey
$4K 20 +20 New
CFA
516
Carroll Financial Associates
North Carolina
$3K 17 -7 -29%
CFD
517
Creative Financial Designs
Indiana
$3K 15 – –
EW
518
Evoke Wealth
California
$3K 15 – –
HWM
519
HighMark Wealth Management
Minnesota
$3K 15 – –
NFG
520
Next Financial Group
Texas
$3K 13 +1 +8%
SWA
521
SOA Wealth Advisors
New York
$3K 17 +17 New
M
522
MOTCO
Texas
$2K 9 – –
TWA
523
TCI Wealth Advisors
Arizona
$2K 10 – –
PMFA
524
Plante Moran Financial Advisors
Michigan
$2K 8 +8 New
SSB
525
Sandy Spring Bank
Maryland
$2K 8 +8 New
19 20
21
22 23