WTW icon

Willis Towers Watson
WTW

Overview Fund Activity

659 hedge funds and large institutions have $26B invested in Willis Towers Watson in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 236 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
659
Holders Change
+34
Holders Change %
+5.44%
% of All Funds
9.55%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
87
Increased
226
Reduced
236
Closed
47
Calls
$91.6M
Puts
$52.5M
Net Calls
+$39.1M
Net Calls Change
-$29.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$520M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
$115M
3
SCM
Sahana Capital Management
Connecticut
$148M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$591M
5
CCMG
Clark Capital Management Group
Pennsylvania
$47.6M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
$981M
2
Morgan Stanley
Morgan Stanley
New York
$234M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.53B
4
AGA
Altrinsic Global Advisors
Connecticut
$176M
5
BlackRock
BlackRock
New York
$2.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
3IP
676
3Chopt Investment Partners
Virginia
– -$556K -2,299 Closed
GS
677
GTS Securities
New York
– -$508K -2,105 Closed
BL
678
Balentine LLC
Georgia
– -$498K -2,065 Closed
CC
679
Cipher Capital
New York
– -$494K -2,049 Closed
VCM
680
Vivaldi Capital Management
Illinois
– -$490K -1,809 Closed
Holocene Advisors
681
Holocene Advisors
New York
– -$418K -1,735 Closed
XT
682
XTX Topco
Cayman Islands
– -$397K -1,644 Closed
GFP
683
Gryphon Financial Partners
Ohio
– -$330K -1,415 Closed
OTPPB
684
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$291K -1,205 Closed
FHB
685
First Hawaiian Bank
Hawaii
– -$276K -1,144 Closed
LC
686
Landaas & Company
Wisconsin
– -$268K -1,113 Closed
PTC
687
Petrus Trust Company
Texas
– -$263K -1,090 Closed
AGM
688
Alpine Global Management
New York
– -$250K -1,035 Closed
JFG
689
Jefferies Financial Group
New York
– -$209K -867 Closed
SAI
690
Systematic Alpha Investments
New Jersey
– -$89K -369 Closed
LFA
691
Level Financial Advisors
New York
– -$82.7K -343 Closed
Capstone Investment Advisors
692
Capstone Investment Advisors
New York
– -$64.6K -268 Closed
TWM
693
Tradition Wealth Management
Minnesota
– -$61K -253 Closed
NMG
694
New Millennium Group
Utah
– -$49.8K -206 Closed
GWS
695
Glassman Wealth Services
Virginia
– -$49K -203 Closed
BWL
696
Bogart Wealth LLC
Virginia
– -$36.2K -150 Closed
Loomis, Sayles & Company
697
Loomis, Sayles & Company
Massachusetts
– -$28K -117 Closed
TCWA
698
Turtle Creek Wealth Advisors
Texas
– -$20.7K -86 Closed
CFS
699
CGC Financial Services
Oregon
– -$8.44K -35 Closed
MIM
700
Macroview Investment Management
Maryland
– -$7.24K -30 Closed
25 26 27
28
29