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Willis Towers Watson
WTW

Overview Fund Activity

562 hedge funds and large institutions have $20.6B invested in Willis Towers Watson in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 189 increasing their positions, 206 reducing their positions, and 62 closing their positions.

Holders
562
Holders Change
-10
Holders Change %
-1.75%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
60
Increased
189
Reduced
206
Closed
62
Calls
$49.2M
Puts
$35.9M
Net Calls
+$13.3M
Net Calls Change
-$11.4M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$127M
2
Artisan Partners
2
Artisan Partners
Wisconsin
$1.35B
3
BG
3
Baupost Group
Massachusetts
$258M
4
Harris Associates
4
Harris Associates
Illinois
$827M
5
GCM
5
Glenview Capital Management
New York
$70.6M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$435M
2
Barclays
2
Barclays
United Kingdom
$149M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.21B
4
First Trust Advisors
4
First Trust Advisors
Illinois
$14.7M
5
Victory Capital Management
5
Victory Capital Management
Texas
$2.74M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
601
Geneos Wealth Management
Colorado
– – -200 Closed
GWS
602
Glassman Wealth Services
Virginia
– – -104 Closed
VVP
603
Venture Visionary Partners
Ohio
– – -70 Closed
TFM
604
TFC Financial Management
Massachusetts
– – -65 Closed
AW
605
ACG Wealth
Georgia
– – -50 Closed
HR
606
Howe & Rusling
New York
– – -48 Closed
PFS
607
Prospera Financial Services
Texas
– – -45 Closed
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -43 Closed
ACA
609
Atlas Capital Advisors
Wyoming
– – -20 Closed
HGWM
610
Harvest Group Wealth Management
Massachusetts
– – -13 Closed
HWM
611
HighMark Wealth Management
Minnesota
– – -11 Closed
SFG
612
Steward Financial Group
Texas
– – -10 Closed
GKIM
613
GW&K Investment Management
Massachusetts
– – -9 Closed
CAL
614
Capital Advisors Ltd
Ohio
– – -6 Closed
HPC
615
HM Payson & Co
Maine
– – -5 Closed
CFGS
616
Concourse Financial Group Securities
Alabama
– – -4 Closed
PFGIA
617
Patriot Financial Group Insurance Agency
Massachusetts
– – -3 Closed
CWM
618
Curi Wealth Management
North Carolina
– – -3 Closed
CA
619
CoreCap Advisors
Michigan
– – -3 Closed
WTC
620
WhitTier Trust Company
Nevada
– – -1 Closed
AWM
621
Avior Wealth Management
Nebraska
$0 3 – –
Simplex Trading
622
Simplex Trading
Illinois
– – – –
Walleye Trading
623
Walleye Trading
New York
– – – –
CWC
624
Carolinas Wealth Consulting
North Carolina
$0 2 – –
AA
625
Addison Advisors
Vermont
$0 2 – –
22 23 24
25
26