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Willis Towers Watson
WTW

Overview Fund Activity

556 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 232 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
-21
Holders Change %
-3.64%
% of All Funds
8.87%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
62
Increased
175
Reduced
232
Closed
79
Calls
$110M
Puts
$46.3M
Net Calls
+$64M
Net Calls Change
+$31.8M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$879M
2
BG
2
Baupost Group
Massachusetts
$325M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$1.13B
4
BIP
4
Brandes Investment Partners
California
$127M
5
Adage Capital Partners
5
Adage Capital Partners
Massachusetts
$88.6M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$1.24M
2
EIG
2
EdgePoint Investment Group
Ontario, Canada
$0
3
SV
3
Starboard Value
New York
$0
4
Aberdeen Group
4
Aberdeen Group
United Kingdom
$5.47M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
601
Quantinno Capital Management
New York
– -$263K -1,115 Closed
FA
602
FDx Advisors
Illinois
– -$258K -1,096 Closed
IFU
603
iSAM Funds (UK)
United Kingdom
– -$255K -1,083 Closed
GT
604
Greenleaf Trust
Michigan
– -$232K -984 Closed
VT
605
Vise Technologies
New York
– -$229K -972 Closed
GT
606
Glenmede Trust
Pennsylvania
– -$226K -972 Closed
William Blair Investment Management
607
William Blair Investment Management
Illinois
– -$225K -954 Closed
LTI
608
Laffer Tengler Investments
Tennessee
– -$224K -951 Closed
GAM
609
Garrison Asset Management
Arkansas
– -$224K -950 Closed
FFM
610
Forum Financial Management
Illinois
– -$223K -946 Closed
FPA
611
First Pacific Advisors
California
– -$221K -940 Closed
CCWM
612
Cassaday & Co Wealth Management
Virginia
– -$217K -922 Closed
Axa
613
Axa
France
– -$217K -921 Closed
CCM
614
Copeland Capital Management
Pennsylvania
– -$209K -887 Closed
SWM
615
Seed Wealth Management
Illinois
– -$200K -850 Closed
SSG
616
Summit Securities Group
New York
– -$32K -138 Closed
Simplex Trading
617
Simplex Trading
Illinois
– -$23K -98 Closed
GIA
618
GHP Investment Advisors
Colorado
– -$18.3K -90 Closed
HCM
619
Highlander Capital Management
New Jersey
– -$18K -75 Closed
RTC
620
Riverview Trust Company
Washington
– -$15.1K -64 Closed
SF
621
Safeguard Financial
Wisconsin
– -$13K -56 Closed
FA
622
Fiduciary Alliance
South Carolina
– -$11.1K -47 Closed
AF
623
Advisornet Financial
Minnesota
– -$6.83K -29 Closed
CFO
624
CVA Family Office
Colorado
– -$6.12K -26 Closed
TWC
625
TD Waterhouse Canada
Ontario, Canada
– -$4.7K -18 Closed
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