WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

577 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 239 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
-27
Holders Change %
-4.47%
% of All Funds
9.1%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
180
Reduced
239
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.32B
2
American Century Companies
2
American Century Companies
Missouri
$205M
3
Man Group
3
Man Group
United Kingdom
$45.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$225M
5
Barclays
5
Barclays
United Kingdom
$67.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.4M
2
SV
2
Starboard Value
New York
$120M
3
Franklin Resources
3
Franklin Resources
California
$383M
4
Millennium Management
4
Millennium Management
New York
$5.36M
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
501
Highlander Capital Management
New Jersey
$18K – – –
BCMLT
502
Beacon Capital Management LLC (Tennessee)
Tennessee
$17.4K – – –
HCP
503
Hexagon Capital Partners
Arkansas
$17K -$11.5K -49 -40%
GEA
504
Glen Eagle Advisors
New Jersey
$16.8K – – –
EARNEST Partners
505
EARNEST Partners
Georgia
$15.8K – – –
MCM
506
MV Capital Management
Maryland
$15.8K +$1.88K +8 +14%
NIC
507
Northwest Investment Counselors
Oregon
$15.5K – – –
RTC
508
Riverview Trust Company
Washington
$15.1K – – –
ZB
509
Zions Bancorporation
Utah
$14.1K – – –
CAC
510
Core Alternative Capital
Georgia
$13.9K +$1.65K +7 +13%
DIP
511
DT Investment Partners
Pennsylvania
$13.8K – – –
SF
512
Safeguard Financial
Wisconsin
$13K +$13K +56 New
UB
513
UMB Bank
Missouri
$12.2K +$236 +1 +2%
C
514
Covestor
United Kingdom
$12K – – –
AT
515
Avalon Trust
New Mexico
$11.8K – – –
SC
516
SouthState Corp
Florida
$11.8K – – –
JWA
517
JFS Wealth Advisors
Pennsylvania
$11.5K -$942 -4 -8%
FA
518
Fiduciary Alliance
South Carolina
$11.1K +$11.1K +47 New
AFS
519
Annapolis Financial Services
Maryland
$9.66K – – –
GKIM
520
GW&K Investment Management
Massachusetts
$9K +$9K +40 New
SVCP
521
Silicon Valley Capital Partners
California
$7.77K +$7.77K +33 New
QC
522
Quent Capital
New York
$7.1K – – –
AF
523
Advisornet Financial
Minnesota
$6.83K -$3.06K -13 -31%
MFT
524
Moisand Fitzgerald Tamayo
Florida
$6.59K – – –
AWM
525
Abound Wealth Management
Tennessee
$6.36K +$1.18K +5 +23%
19 20
21
22 23