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Willis Towers Watson
WTW

Overview Fund Activity

540 hedge funds and large institutions have $27.5B invested in Willis Towers Watson in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 161 increasing their positions, 217 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
540
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.51%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.81%
New
71
Increased
161
Reduced
217
Closed
63
Calls
$40.6M
Puts
$4.1M
Net Calls
+$36.6M
Net Calls Change
+$27.6M

Top Buyers

1
BG
Baupost Group
Massachusetts
$572M
2
FCM
Farallon Capital Management
California
$715M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$457M
4
SG Americas Securities
SG Americas Securities
New York
$203M
5
Goldman Sachs
Goldman Sachs
New York
$537M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$0
2
Barclays
Barclays
United Kingdom
$407M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$543M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.4M
5
LP
Longview Partners
Guernsey
$843M
Name Holding Trade Value Shares
Change 		Shares
Change %
Los Angeles Capital Management
576
Los Angeles Capital Management
California
– -$209K -990 Closed
SIM
577
SSI Investment Management
California
– -$204K -959 Closed
4WM
578
44 Wealth Management
Oregon
– -$200K -951 Closed
PWPS
579
Pinnacle Wealth Planning Services
Ohio
– -$91K -434 Closed
PWM
580
Perigon Wealth Management
California
– -$66K -312 Closed
RPWA
581
Regent Peak Wealth Advisors
Georgia
– -$43K -206 Closed
LWCFA
582
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$36K -172 Closed
Twin Tree Management
583
Twin Tree Management
Texas
– -$30K -144 Closed
VCG
584
Vantage Consulting Group
Virginia
– -$21K -102 Closed
AIL
585
AGF Investments LLC
Ontario, Canada
– -$21K -100 Closed
GWS
586
Glassman Wealth Services
Virginia
– -$15K -70 Closed
FTDI
587
First Trust Direct Indexing
Massachusetts
– -$13K -63 Closed
CCA
588
Childress Capital Advisors
Texas
– -$12K -58 Closed
ICP
589
Interchange Capital Partners
Pennsylvania
– -$7K -37 Closed
JWA
590
JFS Wealth Advisors
Pennsylvania
– -$6K -28 Closed
AssetMark Inc
591
AssetMark Inc
California
– -$5K -22 Closed
PFO
592
Pathstone Family Office
New Jersey
– -$4K -20 Closed
CFA
593
Carroll Financial Associates
North Carolina
– -$3K -17 Closed
M
594
MOTCO
Texas
– -$2K -9 Closed
SSB
595
Sandy Spring Bank
Maryland
– -$2K -8 Closed
PMFA
596
Plante Moran Financial Advisors
Michigan
– -$2K -8 Closed
DAC
597
Dividend Assets Capital
South Carolina
– -$1K -6 Closed
BSSFA
598
Baron Silver Stevens Financial Advisors
Florida
– -$1K -6 Closed
MA
599
MUFG Americas
New York
– -$1K -3 Closed
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