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Willis Towers Watson
WTW

Overview Fund Activity

604 hedge funds and large institutions have $22.9B invested in Willis Towers Watson in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 182 increasing their positions, 248 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+9
Holders Change %
+1.51%
% of All Funds
9.67%
Holding in Top 10
14
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
75
Increased
182
Reduced
248
Closed
56
Calls
$46.4M
Puts
$37.1M
Net Calls
+$9.25M
Net Calls Change
-$18M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$462M
2
Millennium Management
Millennium Management
New York
+$73.7M
3
American Century Companies
American Century Companies
Missouri
+$41.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$32.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$22.2M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$215M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$187M
3
AIM
Artemis Investment Management
United Kingdom
-$101M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$99.1M
5
BG
Baupost Group
Massachusetts
-$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
626
HighVista Strategies
Massachusetts
– -$298K -1,220 Closed
SW
627
SVB Wealth
Massachusetts
– -$275K -1,123 Closed
IIC
628
Integrated Investment Consultants
Michigan
– -$253K -1,034 Closed
UPC
629
Utah Peaks Capital
Utah
– -$250K -1,021 Closed
CANY
630
Caxton Associates (New York)
New York
– -$219K -897 Closed
PWPS
631
Pinnacle Wealth Planning Services
Ohio
– -$208K -851 Closed
SWM
632
Seed Wealth Management
Illinois
– -$208K -850 Closed
RDWM
633
Red Door Wealth Management
Tennessee
– -$207K -847 Closed
PFM
634
Patton Fund Management
Texas
– -$207K -845 Closed
ERIC
635
Eagle Rock Investment Company
Georgia
– -$216K -841 Closed
RIL
636
Rothschild Investment LLC
Illinois
– -$203K -832 Closed
OWP
637
Obermeyer Wealth Partners
Colorado
– -$200K -819 Closed
USCWA
638
U.S. Capital Wealth Advisors
Texas
– -$179K -731 Closed
MIM
639
Meridiem Investment Management
United Kingdom
– -$138K -566 Closed
Parallax Volatility Advisers
640
Parallax Volatility Advisers
California
– -$101K -414 Closed
MSCM
641
McElhenny Sheffield Capital Management
Texas
– -$66K -270 Closed
GPI
642
General Partner Inc
Pennsylvania
– -$64.3K -263 Closed
DCM
643
Dupont Capital Management
Delaware
– -$59.2K -242 Closed
WI
644
WJ Interests
Texas
– -$48.9K -200 Closed
MCC
645
Money Concepts Capital
Florida
– -$37.2K -152 Closed
RFA
646
Resurgent Financial Advisors
Georgia
– -$27.1K -111 Closed
CWM
647
Compass Wealth Management
Connecticut
– -$20.8K -85 Closed
SC
648
Seldon Capital
California
– -$11.5K -47 Closed
FWA
649
Freedom Wealth Alliance
Wisconsin
– -$11K -45 Closed
CS
650
Comerica Securities
Michigan
– -$10.3K -42 Closed
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