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Willis Towers Watson
WTW

Overview Fund Activity

540 hedge funds and large institutions have $27.5B invested in Willis Towers Watson in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 161 increasing their positions, 217 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.51%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.81%
New
71
Increased
161
Reduced
217
Closed
63
Calls
$40.6M
Puts
$4.1M
Net Calls
+$36.6M
Net Calls Change
+$27.6M

Top Buyers

1
BG
Baupost Group
Massachusetts
$572M
2
FCM
Farallon Capital Management
California
$715M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$457M
4
SG Americas Securities
SG Americas Securities
New York
$203M
5
Goldman Sachs
Goldman Sachs
New York
$537M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Barclays
Barclays
United Kingdom
$407M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$543M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.4M
5
LP
Longview Partners
Guernsey
$843M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
501
Zions Bancorporation
Utah
$10K -$6.89K -31 -41%
AIG
502
American International Group
New York
$9.96K -$277 -1,211 -3%
GAM
503
Gemmer Asset Management
California
$9K – – –
AFS
504
Annapolis Financial Services
Maryland
$9K – – –
FHC
505
First Horizon Corporation
Tennessee
$8K – – –
VCM
506
Versant Capital Management
Arizona
$8K – – –
FMP
507
Financial Management Professionals
Texas
$8K +$1.7K +7 +27%
TWA
508
TCI Wealth Advisors
Arizona
$8K +$5.65K +24 +240%
SWA
509
SOA Wealth Advisors
New York
$7K +$3.39K +16 +94%
ST
510
Smithfield Trust
Pennsylvania
$6K – – –
AF
511
Advisornet Financial
Minnesota
$6K – – –
PWMG
512
Prestige Wealth Management Group
New Jersey
$6K – – –
SBL
513
Sargent Bickham Lagudis
Colorado
$6K +$6K +26 New
WTC
514
WhitTier Trust Company
Nevada
$5K – – –
IFAM
515
Institutional & Family Asset Management
Colorado
$5K – – –
PFGIA
516
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
EWA
517
Evolution Wealth Advisors
Florida
$5K – – –
RA
518
Resolute Advisors
California
$5K +$5K +31 New
Walleye Capital
519
Walleye Capital
New York
$4.07K -$2.8K -12,234 -41%
FPS
520
Fieldpoint Private Securities
Connecticut
$4K – – –
MWP
521
Meridian Wealth Partners
Pennsylvania
$4K +$4K +19 New
WPA
522
West Paces Advisors
Georgia
$3.43K -$3.66K -16 -52%
Nisa Investment Advisors
523
Nisa Investment Advisors
Missouri
$3.1K -$22.8K -99,707 -88%
IAS
524
IMA Advisory Services
Colorado
$3K -$3K -13 -50%
HWM
525
HighMark Wealth Management
Minnesota
$3K -$462 -2 -13%
19 20
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