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Willis Towers Watson
WTW

Overview Fund Activity

546 hedge funds and large institutions have $24.7B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 217 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-31
Holders Change %
-5.37%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
217
Closed
92
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$1.02B
2
Harris Associates
Harris Associates
Illinois
$845M
3
AllianceBernstein
AllianceBernstein
Tennessee
$295M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$161M
5
Franklin Resources
Franklin Resources
California
$590M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$267K
2
UBS Group
UBS Group
Switzerland
$196M
3
Viking Global Investors
Viking Global Investors
Connecticut
$0
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$135M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
501
Annapolis Financial Services
Maryland
$10K – – –
MWM
502
Mascoma Wealth Management
New Hampshire
$10K +$10K +43 New
HR
503
Howe & Rusling
New York
$9K -$2.37K -10 -21%
MCM
504
MV Capital Management
Maryland
$9K -$2.13K -9 -19%
PWMG
505
Prestige Wealth Management Group
New Jersey
$9K +$3.23K +14 +56%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$8K +$3.29K +14 +70%
FMP
507
Financial Management Professionals
Texas
$7K +$933 +4 +15%
QC
508
Quent Capital
New York
$7K +$3.03K +13 +76%
ST
509
Smithfield Trust
Pennsylvania
$6K – – –
AF
510
Advisornet Financial
Minnesota
$6K – – –
FAG
511
Fortitude Advisory Group
Washington
$6K +$1K +4 +20%
CI
512
Cordant Inc
Oregon
$6K +$6K +26 New
PCG
513
Private Capital Group
Connecticut
$5K -$5.79K -22 -54%
IFAM
514
Institutional & Family Asset Management
Colorado
$5K – – –
EW
515
Evoke Wealth
California
$5K +$2.75K +11 +122%
T
516
TCWP
Ohio
$5K +$5K +24 New
ACA
517
Atlas Capital Advisors
Wyoming
$4.47K -$2.01K -9 -31%
FPS
518
Fieldpoint Private Securities
Connecticut
$4K – – –
SC
519
Schubert & Co
Texas
$4K – – –
WPA
520
West Paces Advisors
Georgia
$3.54K – – –
MA
521
MCF Advisors
Kentucky
$3K – – –
HWM
522
HighMark Wealth Management
Minnesota
$3K – – –
VCM
523
Versant Capital Management
Arizona
$3K – – –
C
524
Covestor
United Kingdom
$3K +$900 +3 +43%
DI
525
Disciplined Investments
Oklahoma
$3K +$3K +12 New
19 20
21
22 23