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Willis Towers Watson
WTW

Overview Fund Activity

577 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 180 increasing their positions, 239 reducing their positions, and 68 closing their positions.

Holders
577
Holders Change
-27
Holders Change %
-4.47%
% of All Funds
9.1%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
180
Reduced
239
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.32B
2
American Century Companies
2
American Century Companies
Missouri
$205M
3
Man Group
3
Man Group
United Kingdom
$45.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$225M
5
Barclays
5
Barclays
United Kingdom
$67.2M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.4M
2
SV
2
Starboard Value
New York
$120M
3
Franklin Resources
3
Franklin Resources
California
$383M
4
Millennium Management
4
Millennium Management
New York
$5.36M
5
EIG
5
EdgePoint Investment Group
Ontario, Canada
$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
626
CIBC World Market
Ontario, Canada
– -$237K -1,022 Closed
PTC
627
Petrus Trust Company
Texas
– -$214K -919 Closed
IC
628
Inscription Capital
Texas
– -$205K -881 Closed
BFM
629
Boothbay Fund Management
New York
– -$202K -870 Closed
EI
630
Ellevest Inc
New York
– -$138K -595 Closed
ETH
631
Exos TFP Holdings
New York
– -$91.1K -392 Closed
AAS
632
Ameritas Advisory Services
Nebraska
– -$60K -252 Closed
BF
633
BOK Financial
Oklahoma
– -$40.9K -176 Closed
CFB
634
Cullen/Frost Bankers
Texas
– -$16.3K -70 Closed
MWM
635
Mascoma Wealth Management
New Hampshire
– -$9.96K -43 Closed
SFG
636
Steward Financial Group
Texas
– -$8K -37 Closed
SC
637
Schubert & Co
Texas
– -$8.13K -35 Closed
Jones Financial Companies
638
Jones Financial Companies
Missouri
– -$5.58K -24 Closed
TWA
639
TCI Wealth Advisors
Arizona
– -$5.35K -23 Closed
IAIM
640
International Assets Investment Management
Florida
– -$4.65K -20 Closed
GBT
641
Grove Bank & Trust
Florida
– -$4.42K -19 Closed
BWM
642
BerganKDV Wealth Management
Minnesota
– -$4.18K -18 Closed
BAM
643
Belpointe Asset Management
Nevada
– -$3.5K -15 Closed
CWA
644
Clearview Wealth Advisors
Oregon
– -$1.86K -8 Closed
FFC
645
First Financial Corp
Indiana
– -$697 -3 Closed
CCA
646
Column Capital Advisors
Indiana
– -$697 -3 Closed
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