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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 %
BC
551
Bartlett & Co
Ohio
$2K – – –
AW
552
Avion Wealth
Texas
$2K +$889 +4 +80%
SSB
553
Sandy Spring Bank
Maryland
$1.88K – – –
SWA
554
SOA Wealth Advisors
New York
$1.88K – – –
EBA
555
Eagle Bay Advisors
New York
$1.88K – – –
HCM
556
Hollencrest Capital Management
California
$1.88K – – –
IPW
557
Impact Partnership Wealth
Georgia
$1.88K +$1.88K +8 New
HWP
558
Highline Wealth Partners
California
$1.65K – – –
OLVIG
559
Oliver Lagore Vanvalin Investment Group
Michigan
$1.65K – – –
CP
560
Castleview Partners
Texas
$1.65K +$236 +1 +17%
HI
561
Harbour Investments
Wisconsin
$1.65K +$1.41K +6 +600%
AAP
562
Arax Advisory Partners
Colorado
$1.41K – – –
NSG
563
Nalls Sherbakoff Group
Tennessee
$1.31K – – –
NA
564
NewEdge Advisors
Louisiana
$1.18K -$12.5K -53 -91%
NSIM
565
North Star Investment Management
Illinois
$1.18K – – –
MCM
566
Manchester Capital Management
Vermont
$1.18K – – –
WWM
567
Wolff Wiese Magana
California
$1.18K – – –
CTWM
568
Cherry Tree Wealth Management
Minnesota
$1.18K +$1.18K +5 New
TFA
569
Transamerica Financial Advisors
Florida
$1K – – –
CA
570
Centerpoint Advisors
Massachusetts
$1K – – –
BFEC
571
Benjamin F. Edwards & Company
Missouri
$1K +$1K +4 New
VWM
572
Venturi Wealth Management
Texas
$942 +$942 +4 New
MTIC
573
Missouri Trust & Investment Company
Missouri
$707 +$707 +3 New
GJIA
574
Glass Jacobson Investment Advisors
Maryland
$707 +$707 +3 New
AWM
575
Avior Wealth Management
Nebraska
$706 – – –
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