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Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$115M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$96.3M
3
SCM
Sahana Capital Management
Connecticut
+$66M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$58.9M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$200M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$128M
4
AGA
Altrinsic Global Advisors
Connecticut
-$75.7M
5
BlackRock
BlackRock
New York
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
576
Smartleaf Asset Management
Massachusetts
$17.4K +$12.1K +44 +232%
GI
577
Gradient Investments
Minnesota
$17.2K -$9.69K -35 -36%
RA
578
Rise Advisors
New York
$16.5K +$16.5K +60 New
ZB
579
Zions Bancorporation
Utah
$16.2K – – –
GEA
580
Glen Eagle Advisors
New Jersey
$15.4K – – –
JWA
581
JFS Wealth Advisors
Pennsylvania
$14.3K -$1.38K -5 -9%
Jones Financial Companies
582
Jones Financial Companies
Missouri
$14.3K +$11.6K +42 +420%
AT
583
Avalon Trust
New Mexico
$13.8K – – –
PMFA
584
Plante Moran Financial Advisors
Michigan
$13.8K +$13.8K +50 New
BIA
585
Bell Investment Advisors
California
$13.5K -$3.03K -11 -18%
C
586
Covestor
United Kingdom
$13K -$271 -1 -2%
BGAI
587
Bruce G. Allen Investments
Colorado
$12.9K – – –
PB
588
Pinnacle Bancorp
Nebraska
$12.1K -$4.95K -18 -29%
GKIM
589
GW&K Investment Management
Massachusetts
$12K -$800 -3 -6%
AP
590
Aspect Partners
Virginia
$11.6K – – –
Kayne Anderson Rudnick Investment Management
591
Kayne Anderson Rudnick Investment Management
California
$10.9K – – –
VCM
592
Versant Capital Management
Arizona
$10.5K – – –
Parallax Volatility Advisers
593
Parallax Volatility Advisers
California
$9.63K +$9.63K +35 New
SVCP
594
Silicon Valley Capital Partners
California
$9.18K – – –
MAM
595
Meeder Asset Management
Ohio
$8.8K +$8.8K +32 New
PWMG
596
Private Wealth Management Group
New Jersey
$8.25K – – –
AWM
597
Avior Wealth Management
Nebraska
$8.25K +$7.43K +27 +900%
FWM
598
FSA Wealth Management
Massachusetts
$7.98K – – –
ST
599
Smithfield Trust
Pennsylvania
$7K – – –
AWM
600
Abound Wealth Management
Tennessee
$6.6K -$275 -1 -4%
22 23
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