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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 %
FCAG
526
First Capital Advisors Group
New Jersey
$6.36K +$6.36K +27 New
PWMG
527
Prestige Wealth Management Group
New Jersey
$6.15K -$473 -2 -7%
CFO
528
CVA Family Office
Colorado
$6.12K +$3.77K +16 +160%
FMP
529
Financial Management Professionals
Texas
$6K – – –
ST
530
Smithfield Trust
Pennsylvania
$6K – – –
VAG
531
VisionPoint Advisory Group
Texas
$5.42K +$5.42K +23 New
IFAM
532
Institutional & Family Asset Management
Colorado
$5.18K – – –
CT
533
Colonial Trust
South Carolina
$4.88K – – –
TWC
534
TD Waterhouse Canada
Ontario, Canada
$4.7K +$1.57K +6 +50%
HPC
535
HM Payson & Co
Maine
$4.24K – – –
Kayne Anderson Rudnick Investment Management
536
Kayne Anderson Rudnick Investment Management
California
$4.24K +$4.24K +18 New
WT
537
Washington Trust
Rhode Island
$4K +$707 +3 +21%
JWM
538
Janiczek Wealth Management
Colorado
$3.53K – – –
SIC
539
SJS Investment Consulting
Ohio
$3.53K -$471 -2 -12%
WPA
540
West Paces Advisors
Georgia
$3.53K – – –
PB
541
Pinnacle Bancorp
Nebraska
$3.53K +$1.18K +5 +50%
VCM
542
Versant Capital Management
Arizona
$3.3K – – –
M
543
MOTCO
Texas
$3.06K +$3.06K +13 New
DI
544
Disciplined Investments
Oklahoma
$2.83K -$236 -1 -8%
MA
545
MCF Advisors
Kentucky
$2.59K – – –
PPC
546
Park Place Capital
Alabama
$2.59K – – –
CFGS
547
Concourse Financial Group Securities
Alabama
$2.36K +$1.18K +5 +100%
BCWM
548
Bartlett & Co Wealth Management
Ohio
$2.13K – – –
SWA
549
Sutton Wealth Advisors
Florida
$2.12K – – –
TF
550
Tompkins Financial
New York
$2.12K – – –
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