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Willis Towers Watson
WTW

Overview Fund Activity

625 hedge funds and large institutions have $23.1B invested in Willis Towers Watson in 2023 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 195 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
+69
Holders Change %
+12.41%
% of All Funds
9.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
120
Increased
195
Reduced
227
Closed
43
Calls
$126M
Puts
$57.7M
Net Calls
+$68.3M
Net Calls Change
+$4.3M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$355M
2
Morgan Stanley
2
Morgan Stanley
New York
$381M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$107M
4
Millennium Management
4
Millennium Management
New York
$103M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$346M

Top Sellers

1
CCM
1
Cantillon Capital Management
New York
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$1.09B
3
American Century Companies
3
American Century Companies
Missouri
$174M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$2.74M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
526
Lindbrook Capital
California
$35.9K +$2.17K +9 +6%
FFA
527
Farther Finance Advisors
California
$35.7K +$2.66K +11 +8%
HWA
528
HHM Wealth Advisors
Tennessee
$33.8K +$33.8K +140 New
HCP
529
Hexagon Capital Partners
Arkansas
$31.1K +$19.5K +81 +169%
JWM
530
Janiczek Wealth Management
Colorado
$30.9K -$25.6K -106 -45%
SWM
531
Spire Wealth Management
Virginia
$29.8K +$251 +1 +0.8%
CAS
532
Coppell Advisory Solutions
Texas
$29.4K +$29.4K +122 New
CFG
533
CKW Financial Group
Hawaii
$29K +$242 +1 +0.8%
ETC
534
Exchange Traded Concepts
Oklahoma
$28.7K +$28.7K +119 New
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$28K -$4.07K -17 -13%
GI
536
Gradient Investments
Minnesota
$23.4K -$41.3K -171 -64%
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$23.4K – – –
HIA
538
Harbor Investment Advisory
Maryland
$22.4K – – –
MCM
539
MV Capital Management
Maryland
$21.2K +$2.89K +12 +16%
QL
540
Quarry LP
New York
$21K +$21K +87 New
TCWA
541
Turtle Creek Wealth Advisors
Texas
$20.7K +$20.7K +86 New
Fidelity International
542
Fidelity International
Bermuda
$20.7K +$20.7K +86 New
AGWCA
543
Annis Gardner Whiting Capital Advisors
Florida
$20.6K – – –
TCOV
544
Trust Company of Vermont
Vermont
$20.3K – – –
TFIPS
545
Towarzystwo Funduszy Inwestycyjnych PZU SA
$19.3K +$19.3K +80 New
BCMLT
546
Beacon Capital Management LLC (Tennessee)
Tennessee
$15.5K – – –
PB
547
Pinnacle Bancorp
Nebraska
$15K -$1.45K -6 -9%
BIA
548
Bell Investment Advisors
California
$14.5K +$3.14K +13 +28%
ZB
549
Zions Bancorporation
Utah
$14.2K +$724 +3 +5%
JWA
550
JFS Wealth Advisors
Pennsylvania
$13.7K +$2.41K +10 +21%
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