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Willis Towers Watson
WTW

Overview Fund Activity

604 hedge funds and large institutions have $22.9B invested in Willis Towers Watson in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
9.67%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
75
Increased
182
Reduced
248
Closed
56
Calls
$46.4M
Puts
$37.1M
Net Calls
+$9.25M
Net Calls Change
-$18M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.88B
2
Millennium Management
2
Millennium Management
New York
$77.4M
3
American Century Companies
3
American Century Companies
Missouri
$154M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$500M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$22.2M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$1.29B
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$312M
3
AIM
3
Artemis Investment Management
United Kingdom
$40.2M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$294M
5
BG
5
Baupost Group
Massachusetts
$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
551
Quent Capital
New York
$7K – – –
PWMG
552
Prestige Wealth Management Group
New Jersey
$6.53K -$1.87K -8 -22%
MFT
553
Moisand Fitzgerald Tamayo
Florida
$6.51K – – –
FMP
554
Financial Management Professionals
Texas
$6K -$2.31K -10 -28%
ST
555
Smithfield Trust
Pennsylvania
$6K – – –
Jones Financial Companies
556
Jones Financial Companies
Missouri
$5.58K +$5.35K +23 +2,300%
TWA
557
TCI Wealth Advisors
Arizona
$5.35K – – –
AWM
558
Abound Wealth Management
Tennessee
$5.12K +$2.09K +9 +69%
IFAM
559
Institutional & Family Asset Management
Colorado
$5.11K – – –
CT
560
Colonial Trust
South Carolina
$4.81K -$687 -3 -13%
IAIM
561
International Assets Investment Management
Florida
$4.65K +$4.65K +20 New
GBT
562
Grove Bank & Trust
Florida
$4.42K +$4.42K +19 New
BWM
563
BerganKDV Wealth Management
Minnesota
$4.18K +$4.18K +18 New
HPC
564
HM Payson & Co
Maine
$4.18K +$4.18K +18 New
SIC
565
SJS Investment Consulting
Ohio
$3.95K – – –
JWM
566
Janiczek Wealth Management
Colorado
$3.56K -$238 -1 -6%
BAM
567
Belpointe Asset Management
Nevada
$3.5K -$23.3K -100 -87%
WPA
568
West Paces Advisors
Georgia
$3.49K – – –
WT
569
Washington Trust
Rhode Island
$3.25K -$1.16K -5 -26%
VCM
570
Versant Capital Management
Arizona
$3.25K – – –
DI
571
Disciplined Investments
Oklahoma
$3.02K -$232 -1 -7%
TWC
572
TD Waterhouse Canada
Ontario, Canada
$2.8K -$15.2K -65 -84%
MA
573
MCF Advisors
Kentucky
$2.56K – – –
PPC
574
Park Place Capital
Alabama
$2.56K – – –
PB
575
Pinnacle Bancorp
Nebraska
$2.32K – – –
21 22
23
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