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Willis Towers Watson
WTW

Overview Fund Activity

559 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 187 increasing their positions, 177 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+14
Holders Change %
+2.57%
% of All Funds
9.82%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
187
Reduced
177
Closed
89
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$540M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$1.1B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.17B
4
UBS Group
UBS Group
Switzerland
$619M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$330M

Top Sellers

1
Citigroup
Citigroup
New York
$195M
2
LP
Longview Partners
Guernsey
$0
3
FCM
Farallon Capital Management
California
$319M
4
Goldman Sachs
Goldman Sachs
New York
$139M
5
Capital World Investors
Capital World Investors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
526
Prestige Wealth Management Group
New Jersey
$6K – – –
BIA
527
Bell Investment Advisors
California
$6K +$6K +26 New
RA
528
Resolute Advisors
California
$5K -$1.74K -8 -26%
WTC
529
WhitTier Trust Company
Nevada
$5K – – –
EWA
530
Evolution Wealth Advisors
Florida
$5K – – –
IFAM
531
Institutional & Family Asset Management
Colorado
$5K – – –
FPS
532
Fieldpoint Private Securities
Connecticut
$4K – – –
BC
533
Bartlett & Co
Ohio
$4K +$4K +17 New
BCWM
534
Bartlett & Co Wealth Management
Ohio
$3.97K +$3.97K +17 New
MGIM
535
M&G Investment Management
United Kingdom
$3.6K +$3.6K +15,494 New
WPA
536
West Paces Advisors
Georgia
$3.49K – – –
VCM
537
Versant Capital Management
Arizona
$3K – – –
CFD
538
Creative Financial Designs
Indiana
$3K – – –
IAS
539
IMA Advisory Services
Colorado
$3K – – –
MA
540
MCF Advisors
Kentucky
$3K +$3K +11 New
CWM
541
Cranbrook Wealth Management
Michigan
$3K +$3K +15 New
Nisa Investment Advisors
542
Nisa Investment Advisors
Missouri
$2.59K -$23 -100 -0.9%
SWA
543
Sutton Wealth Advisors
Florida
$2.33K -$233 -1 -9%
APA
544
American Portfolios Advisors
New York
$2.09K +$465 +2 +29%
WAM
545
Wolverine Asset Management
Illinois
$2K -$4.27M -25,597 -100%
Simplex Trading
546
Simplex Trading
Illinois
$2K -$4.17K -25 -68%
EW
547
Evoke Wealth
California
$2K -$2.44K -11 -55%
HWM
548
HighMark Wealth Management
Minnesota
$2K – – –
TF
549
Tompkins Financial
New York
$2K +$2K +9 New
BU
550
BBVA USA
Alabama
$1K – – –
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