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Willis Towers Watson
WTW

Overview Fund Activity

665 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 258 increasing their positions, 232 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+18
Holders Change %
+2.78%
% of All Funds
9.62%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
69
Increased
258
Reduced
232
Closed
45
Calls
$83M
Puts
$31.6M
Net Calls
+$51.4M
Net Calls Change
+$6.85M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$463M
2
UBS AM
2
UBS AM
Illinois
$249M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$147M
4
Ameriprise
4
Ameriprise
Minnesota
$186M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$235M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.21B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$343M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.1M
4
BIP
4
Brandes Investment Partners
California
$79.1M
5
Harris Associates
5
Harris Associates
Illinois
$1.05B
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
201
LPL Financial
California
$4.95M +$427K +1,450 +9%
SWM
202
Sendero Wealth Management
Texas
$4.94M +$255K +867 +5%
Cerity Partners
203
Cerity Partners
New York
$4.93M +$3.23M +10,965 +190%
Financial Engines Advisors
204
Financial Engines Advisors
California
$4.92M +$163K +554 +3%
KBC Group
205
KBC Group
Belgium
$4.88M +$503K +1,707 +11%
Axa
206
Axa
France
$4.86M +$737K +2,501 +18%
Swedbank
207
Swedbank
Sweden
$4.82M – – –
Baird Financial Group
208
Baird Financial Group
Wisconsin
$4.8M +$108K +366 +2%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$4.78M +$269K +894 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
210
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.71M -$1.47M -5,000 -24%
FAF
211
Fjarde Ap-fonden
Sweden
$4.59M +$4.59M +15,588 New
WP
212
Woodline Partners
California
$4.53M +$4.53M +15,390 New
NYLIM
213
New York Life Investment Management
New York
$4.46M -$269K -913 -6%
X
214
Xponance
Pennsylvania
$4.32M +$66.3K +225 +2%
Wellington Management Group
215
Wellington Management Group
Massachusetts
$4.3M +$1.12M +3,807 +35%
CA
216
Callahan Advisors
Texas
$4.24M +$168K +571 +4%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$4.23M +$111K +378 +3%
Thrivent Financial for Lutherans
218
Thrivent Financial for Lutherans
Minnesota
$4.19M +$38.3K +130 +0.9%
LI
219
Louisbourg Investments
New Brunswick, Canada
$4.15M -$515K -2,221 -11%
OQS
220
Occudo Quantitative Strategies
Florida
$4.11M +$4.11M +13,965 New
YCM
221
Yousif Capital Management
Michigan
$4M -$90.7K -308 -2%
Stifel Financial
222
Stifel Financial
Missouri
$4M +$596K +2,025 +18%
Janus Henderson Group
223
Janus Henderson Group
United Kingdom
$3.98M +$618K +2,100 +18%
Creative Planning
224
Creative Planning
Kansas
$3.97M +$96.3K +327 +2%
M&T Bank
225
M&T Bank
New York
$3.95M -$466K -1,583 -11%
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