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Willis Towers Watson
WTW

Overview Fund Activity

556 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-21
Holders Change %
-3.64%
% of All Funds
8.86%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
62
Increased
175
Reduced
232
Closed
79
Calls
$110M
Puts
$46.3M
Net Calls
+$64M
Net Calls Change
+$31.8M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$879M
2
BG
2
Baupost Group
Massachusetts
$325M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$1.13B
4
BIP
4
Brandes Investment Partners
California
$127M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$88.6M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.24M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$0
3
SV
3
Starboard Value
New York
$0
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$5.47M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
501
Versant Capital Management
Arizona
$8.57K +$5.64K +27 +193%
SVCP
502
Silicon Valley Capital Partners
California
$6.92K – – –
PWMG
503
Prestige Wealth Management Group
New Jersey
$6.71K +$1.26K +6 +23%
WWP
504
WR Wealth Planners
Missouri
$6.48K +$6.48K +31 New
CT
505
Cambridge Trust
Massachusetts
$6.27K -$14.6K -70 -70%
FMP
506
Financial Management Professionals
Texas
$6K +$968 +5 +19%
MFT
507
Moisand Fitzgerald Tamayo
Florida
$5.85K – – –
AWM
508
Abound Wealth Management
Tennessee
$5.44K -$209 -1 -4%
ST
509
Smithfield Trust
Pennsylvania
$5K – – –
VAG
510
VisionPoint Advisory Group
Texas
$4.81K – – –
IFAM
511
Institutional & Family Asset Management
Colorado
$4.6K – – –
CT
512
Colonial Trust
South Carolina
$4.28K – – –
SFG
513
Steward Financial Group
Texas
$4K +$4K +23 New
WT
514
Washington Trust
Rhode Island
$3.97K +$418 +2 +12%
Kayne Anderson Rudnick Investment Management
515
Kayne Anderson Rudnick Investment Management
California
$3.76K – – –
QC
516
Quent Capital
New York
$3.58K -$2.74K -13 -43%
CBT
517
CoreFirst Bank & Trust
Kansas
$3.55K +$3.55K +17 New
SSB
518
Sandy Spring Bank
Maryland
$3.14K +$1.46K +7 +88%
WPA
519
West Paces Advisors
Georgia
$3.13K – – –
BF
520
BOK Financial
Oklahoma
$3.07K +$3.07K +13 New
SIC
521
SJS Investment Consulting
Ohio
$2.51K -$627 -3 -20%
MA
522
MCF Advisors
Kentucky
$2.3K – – –
PPC
523
Park Place Capital
Alabama
$2.3K – – –
VWM
524
Venturi Wealth Management
Texas
$2.3K +$1.46K +7 +175%
SFA
525
Semmax Financial Advisors
North Carolina
$2.2K +$2.2K +9 New
19 20
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