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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 %
CFO
576
CVA Family Office
Colorado
$2.32K +$1.16K +5 +100%
BCWM
577
Bartlett & Co Wealth Management
Ohio
$2.1K – – –
SWA
578
Sutton Wealth Advisors
Florida
$2.09K -$929 -4 -31%
TF
579
Tompkins Financial
New York
$2.09K – – –
BC
580
Bartlett & Co
Ohio
$2K – – –
SSB
581
Sandy Spring Bank
Maryland
$1.86K +$1.86K +8 New
EBA
582
Eagle Bay Advisors
New York
$1.86K – – –
SWA
583
SOA Wealth Advisors
New York
$1.86K – – –
HCM
584
Hollencrest Capital Management
California
$1.86K – – –
CWA
585
Clearview Wealth Advisors
Oregon
$1.86K +$1.86K +8 New
Commonwealth Equity Services
586
Commonwealth Equity Services
Massachusetts
$1.69K +$211 +907 +14%
HWP
587
Highline Wealth Partners
California
$1.63K – – –
OLVIG
588
Oliver Lagore Vanvalin Investment Group
Michigan
$1.63K – – –
AAP
589
Arax Advisory Partners
Colorado
$1.4K – – –
CP
590
Castleview Partners
Texas
$1.39K – – –
NSG
591
Nalls Sherbakoff Group
Tennessee
$1.37K +$1.37K +6 New
CFGS
592
Concourse Financial Group Securities
Alabama
$1.17K – – –
NSIM
593
North Star Investment Management
Illinois
$1.16K – – –
MCM
594
Manchester Capital Management
Vermont
$1.16K – – –
WWM
595
Wolff Wiese Magana
California
$1.16K +$1.16K +5 New
TFA
596
Transamerica Financial Advisors
Florida
$1K – – –
CA
597
Centerpoint Advisors
Massachusetts
$1K +$1K +5 New
AW
598
Avion Wealth
Texas
$1K +$1K +5 New
FFC
599
First Financial Corp
Indiana
$697 – – –
CCA
600
Column Capital Advisors
Indiana
$697 – – –
22 23
24
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