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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.

Holders
556
Holders Change
-21
Holders Change %
-3.64%
% of All Funds
8.87%
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 %
SIS
526
Sound Income Strategies
Florida
$2.09K +$2.09K +10 New
TF
527
Tompkins Financial
New York
$1.88K – – –
WT
528
Whittier Trust
California
$1.88K +$1.88K +9 New
SWA
529
SOA Wealth Advisors
New York
$1.67K – – –
EBA
530
Eagle Bay Advisors
New York
$1.67K – – –
HCM
531
Hollencrest Capital Management
California
$1.67K – – –
CFGS
532
Concourse Financial Group Securities
Alabama
$1.47K -$629 -3 -30%
OLVIG
533
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46K – – –
HWP
534
Highline Wealth Partners
California
$1.46K – – –
CP
535
Castleview Partners
Texas
$1.25K -$209 -1 -14%
AAP
536
Arax Advisory Partners
Colorado
$1.25K – – –
NSG
537
Nalls Sherbakoff Group
Tennessee
$1.25K – – –
RCM
538
Raleigh Capital Management
North Carolina
$1.21K +$1.21K +6 New
TWP
539
TFO Wealth Partners
Ohio
$1.18K +$707 +3 +150%
NA
540
NewEdge Advisors
Louisiana
$1.05K – – –
CTWM
541
Cherry Tree Wealth Management
Minnesota
$1.05K – – –
NSIM
542
North Star Investment Management
Illinois
$1.05K – – –
TFA
543
Transamerica Financial Advisors
Florida
$1K – – –
CA
544
Centerpoint Advisors
Massachusetts
$1K – – –
Jones Financial Companies
545
Jones Financial Companies
Missouri
$836 +$836 +4 New
MCM
546
Manchester Capital Management
Vermont
$627 -$418 -2 -40%
GJIA
547
Glass Jacobson Investment Advisors
Maryland
$627 – – –
TCA
548
Trifecta Capital Advisors
Illinois
$627 +$627 +3 New
AWM
549
Avior Wealth Management
Nebraska
$626 – – –
PCTC
550
Perkins Coie Trust Company
Washington
$626 +$626 +3 New
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