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Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$115M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.3M
3
SCM
Sahana Capital Management
Connecticut
+$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$200M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
4
AGA
Altrinsic Global Advisors
Connecticut
-$75.7M
5
BlackRock
BlackRock
New York
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
ERIC
501
Eagle Rock Investment Company
Georgia
$231K – – –
VT
502
Vise Technologies
New York
$230K -$17.9K -65 -7%
TC
503
TownSquare Capital
Utah
$228K +$228K +829 New
CIA
504
Citadel Investment Advisory
Ohio
$227K – – –
WI
505
WBI Investments
New Jersey
$226K -$63.5K -231 -22%
Nomura Holdings
506
Nomura Holdings
Japan
$225K -$345K -1,255 -61%
CCM
507
Coldstream Capital Management
Washington
$223K -$11K -40 -5%
Bessemer Group
508
Bessemer Group
New Jersey
$223K +$9.33K +34 +4%
HCA
509
Harbour Capital Advisors
Virginia
$222K +$222K +830 New
PWPS
510
Pinnacle Wealth Planning Services
Ohio
$220K +$220K +800 New
CPC
511
Cookson Peirce & Co
Pennsylvania
$219K +$219K +795 New
CA
512
Commerzbank Aktiengesellschaft
Germany
$218K +$218K +792 New
KeyBank National Association
513
KeyBank National Association
Ohio
$217K +$217K +788 New
SAG
514
SageView Advisory Group
California
$215K +$215K +15,414 New
GL
515
Graypoint LLC
New York
$215K +$215K +783 New
RIL
516
Rothschild Investment LLC
Illinois
$215K – – –
CA
517
Cetera Advisors
Colorado
$211K +$211K +766 New
RRA
518
Round Rock Advisors
Connecticut
$209K +$209K +760 New
GRP
519
Global Retirement Partners
California
$208K +$45.4K +165 +28%
WCA
520
Waypoint Capital Advisors
Minnesota
$207K +$207K +754 New
SW
521
SVB Wealth
Massachusetts
$207K +$207K +751 New
MWM
522
Modera Wealth Management
New Jersey
$205K +$205K +745 New
AIM
523
Aigen Investment Management
New York
$202K +$202K +734 New
BCV
524
Banque Cantonale Vaudoise
Switzerland
$199K +$199K +724 New
GI
525
GAMMA Investing
California
$196K +$41K +149 +26%
19 20
21
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