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Willis Towers Watson
WTW

Overview Fund Activity

604 hedge funds and large institutions have $22.9B invested in Willis Towers Watson in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
9.67%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
75
Increased
182
Reduced
248
Closed
56
Calls
$46.4M
Puts
$37.1M
Net Calls
+$9.25M
Net Calls Change
-$18M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.88B
2
Millennium Management
Millennium Management
New York
$77.4M
3
American Century Companies
American Century Companies
Missouri
$154M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$500M
5
Renaissance Technologies
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$1.29B
2
EIG
EdgePoint Investment Group
Ontario, Canada
$312M
3
AIM
Artemis Investment Management
United Kingdom
$40.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
$294M
5
BG
Baupost Group
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
501
Quadrant Capital Group
Ohio
$89K -$1.63K -7 -2%
WTA
502
Washington Trust Advisors
Massachusetts
$78.5K – – –
AA
503
Alta Advisers
United Kingdom
$69.7K – – –
NMG
504
New Millennium Group
Utah
$66.7K -$29K -125 -30%
PTC
505
Private Trust Company
Ohio
$62.3K – – –
AAS
506
Ameritas Advisory Services
Nebraska
$60K +$60K +252 New
GCM
507
Gables Capital Management
Florida
$52.8K – – –
PFBT
508
Parkside Financial Bank & Trust
Missouri
$51.4K +$465 +2 +0.9%
GIA
509
GHP Investment Advisors
Colorado
$50.7K – – –
SSG
510
Summit Securities Group
New York
$49K +$23.7K +102 +94%
BF
511
BOK Financial
Oklahoma
$40.9K -$843K -3,626 -95%
LC
512
Lindbrook Capital
California
$39.7K +$465 +2 +1%
BWL
513
Bogart Wealth LLC
Virginia
$38.1K +$2.56K +11 +7%
IA
514
IFP Advisors
Florida
$36.9K -$16.8K -111 -31%
IRC
515
Investors Research Corp
Georgia
$35.1K – – –
HWA
516
Heritage Wealth Advisors
Virginia
$29.5K -$2.79K -12 -9%
HCP
517
Hexagon Capital Partners
Arkansas
$28.1K -$1.86K -8 -6%
CFG
518
CKW Financial Group
Hawaii
$28K – – –
AF
519
Allworth Financial
California
$23.5K +$697 +3 +3%
CT
520
Cambridge Trust
Massachusetts
$23.2K – – –
FMII
521
Farmers & Merchants Investments Inc
Nebraska
$22.5K – – –
HIA
522
Harbor Investment Advisory
Maryland
$21.6K – – –
BAAM
523
Baker Avenue Asset Management
California
$20.9K +$2.09K +9 +11%
BIA
524
Bell Investment Advisors
California
$20.7K +$697 +3 +3%
TCOV
525
Trust Company of Vermont
Vermont
$19.5K – – –
19 20
21
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