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Willis Towers Watson
WTW

Overview Fund Activity

546 hedge funds and large institutions have $24.7B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 217 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
-31
Holders Change %
-5.37%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
217
Closed
92
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$529M
2
Harris Associates
Harris Associates
Illinois
+$456M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$256M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$161M
5
Franklin Resources
Franklin Resources
California
+$77.5M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$475M
2
UBS Group
UBS Group
Switzerland
-$387M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$229M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$212M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
601
Modera Wealth Management
New Jersey
– -$371K -1,562 Closed
QT
602
Quantamental Technologies
New York
– -$357K -1,504 Closed
WCM
603
Washington Capital Management
Washington
– -$321K -1,350 Closed
MPM
604
MBB Public Markets
Illinois
– -$294K -1,236 Closed
GFP
605
Gryphon Financial Partners
Ohio
– -$283K -1,192 Closed
BC
606
Bridgefront Capital
Texas
– -$240K -1,012 Closed
CI
607
Conning Inc
Connecticut
– -$235K -989 Closed
DT
608
Diversified Trust
Tennessee
– -$234K -987 Closed
AWM
609
Apollon Wealth Management
South Carolina
– -$219K -925 Closed
DU
610
Delphia (USA)
Ontario, Canada
– -$213K -897 Closed
ST
611
Sentinel Trust
Texas
– -$209K -878 Closed
DCM
612
Dupont Capital Management
Delaware
– -$208K -876 Closed
MG
613
Mather Group
Illinois
– -$205K -864 Closed
EN1L
614
Engine No 1 LLC
California
– -$203K -853 Closed
SCM
615
Shelton Capital Management
Colorado
– -$200K -841 Closed
TCWM
616
Total Clarity Wealth Management
Illinois
– -$198K -832 Closed
AWA
617
Amplius Wealth Advisors
Pennsylvania
– -$22K -93 Closed
TCOV
618
Trust Company of Vermont
Vermont
– -$20K -84 Closed
Optiver Holding
619
Optiver Holding
Netherlands
– -$18K -76 Closed
EBA
620
Eagle Bay Advisors
New York
– -$15K -65 Closed
GAM
621
Gemmer Asset Management
California
– -$9K -39 Closed
CA
622
Cornerstone Advisory
Maryland
– -$8K -30 Closed
SBL
623
Sargent Bickham Lagudis
Colorado
– -$6K -26 Closed
AP
624
Arlington Partners
Alabama
– -$6K -25 Closed
WTC
625
WhitTier Trust Company
Nevada
– -$5K -20 Closed
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