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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$463M
2
UBS AM
UBS AM
Illinois
+$183M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$147M
4
Ameriprise
Ameriprise
Minnesota
+$86.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$46.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$166M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$133M
4
BIP
Brandes Investment Partners
California
-$97.2M
5
Harris Associates
Harris Associates
Illinois
-$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
501
Bessemer Group
New Jersey
$263K +$6.77K +23 +3%
CCA
502
Checchi Capital Advisers
California
$262K -$1.18K -4 -0.4%
GCP
503
GSA Capital Partners
United Kingdom
$262K +$262K +891 New
P
504
&Partners
Tennessee
$249K +$249K +845 New
GT
505
Greenleaf Trust
Michigan
$248K – – –
ERIC
506
Eagle Rock Investment Company
Georgia
$248K – – –
RDWM
507
Red Door Wealth Management
Tennessee
$247K – – –
CIA
508
Citadel Investment Advisory
Ohio
$243K – – –
RIL
509
Rothschild Investment LLC
Illinois
$238K +$295 +1 +0.1%
PWPS
510
Pinnacle Wealth Planning Services
Ohio
$237K – – –
William Blair Investment Management
511
William Blair Investment Management
Illinois
$235K -$42.4K -144 -15%
QWM
512
Quadcap Wealth Management
Texas
$233K -$153K -518 -40%
WPC
513
Wedmont Private Capital
Pennsylvania
$233K +$233K +809 New
RCA
514
Resonant Capital Advisors
Wisconsin
$232K +$232K +787 New
N
515
Numerai
California
$230K -$151K -511 -40%
LCM
516
Laurion Capital Management
New York
$228K -$5.6K -19 -2%
WCA
517
Waypoint Capital Advisors
Minnesota
$222K +$222K +754 New
MWM
518
Modera Wealth Management
New Jersey
$220K +$220K +746 New
CI
519
CX Institutional
Indiana
$216K +$216K +735 New
SMA
520
Sage Mountain Advisors
Georgia
$211K +$211K +716 New
MAM
521
Martingale Asset Management
Massachusetts
$207K +$207K +704 New
SRAIM
522
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$204K +$204K +693 New
BC
523
Bridgefront Capital
Texas
$203K +$203K +689 New
GAG
524
Goodman Advisory Group
Massachusetts
$202K -$10.3K -35 -5%
TFA
525
Transamerica Financial Advisors
Florida
$181K +$181K +611 +61,100%
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