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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$463M
2
UBS AM
UBS AM
Illinois
+$183M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$147M
4
Ameriprise
Ameriprise
Minnesota
+$86.1M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$46.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$207M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$166M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$133M
4
BIP
Brandes Investment Partners
California
-$97.2M
5
Harris Associates
Harris Associates
Illinois
-$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
576
Crewe Advisors
Utah
$26.5K – – –
RFS
577
Richardson Financial Services
Massachusetts
$26.5K – – –
VCM
578
Versant Capital Management
Arizona
$26.2K +$295 +1 +1%
MCM
579
MV Capital Management
Maryland
$25.9K +$884 +3 +4%
TWD
580
True Wealth Design
Ohio
$24.4K +$24.4K +83 New
TFIPS
581
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.6K – – –
HWM
582
Hemington Wealth Management
Virginia
$23K +$23K +77 New
PWMG
583
Private Wealth Management Group
New Jersey
$20K – – –
NIC
584
Northwest Investment Counselors
Oregon
$19.4K +$19.4K +66 New
RA
585
Rise Advisors
New York
$17.8K – – –
GM
586
GeoWealth Management
Illinois
$17.4K +$17.4K +59 New
BIA
587
Bell Investment Advisors
California
$17.1K – – –
GKIM
588
GW&K Investment Management
Massachusetts
$17K +$1.79K +6 +12%
GEA
589
Glen Eagle Advisors
New Jersey
$16.5K – – –
ZB
590
Zions Bancorporation
Utah
$16.5K -$1.18K -4 -7%
AAP
591
Arax Advisory Partners
Colorado
$16.2K +$1.18K +4 +8%
NAAA
592
New Age Alpha Advisors
New York
$15.9K +$15.9K +54 New
JWA
593
JFS Wealth Advisors
Pennsylvania
$15.6K +$589 +2 +4%
CA
594
Continuum Advisory
Idaho
$15.1K +$10.4K +33 +220%
C
595
Covestor
United Kingdom
$15K +$300 +1 +2%
BCWM
596
Bartlett & Co Wealth Management
Ohio
$14.8K +$14.8K +50 New
PMFA
597
Plante Moran Financial Advisors
Michigan
$14.7K – – –
AT
598
Avalon Trust
New Mexico
$14.7K – – –
BGAI
599
Bruce G. Allen Investments
Colorado
$13.8K – – –
Kayne Anderson Rudnick Investment Management
600
Kayne Anderson Rudnick Investment Management
California
$13.5K – – –
22 23
24
25 26