We are live on ! Find out more
WTW icon

Willis Towers Watson

492 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 159 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

3% more funds holding

Funds holding: 480492 (+12)

6% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 159

4% more capital invested

Capital invested by funds: $23B → $24.1B (+$1.02B)

0.16% less ownership

Funds ownership: 92.79%92.63% (-0.16%)

10% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $31.6M

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
9.69%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
68
Increased
168
Reduced
159
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
276
Oppenheimer Asset Management
New York
$948K +$9.96K +52 +1%
KAS
277
Kemnay Advisory Services
New York
$944K -$180K -937 -17%
Caisse de Depot et Placement du Quebec (CDPQ)
278
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$943K -$479K -2,500 -35%
IMRF
279
Illinois Municipal Retirement Fund
Illinois
$928K +$881K +4,596 New
SA
280
SRH Advisors
Kansas
$906K
SWP
281
Stratos Wealth Partners
Ohio
$882K
FMW
282
Farr Miller & Washington
District of Columbia
$864K +$80.5K +420 +11%
JHP
283
James Hambro & Partners
United Kingdom
$858K +$814K +4,250 New
WEC
284
Winslow Evans & Crocker
Massachusetts
$850K
SAM
285
Symphony Asset Management
California
$845K +$802K +4,186 New
LIA
286
LS Investment Advisors
Michigan
$840K -$6.9K -36 -0.9%
V
287
Veritable
Delaware
$840K +$3.07K +16 +0.4%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$838K +$154K +804 +24%
APG Asset Management
289
APG Asset Management
Netherlands
$823K -$810K -4,228 -48%
Wealthfront Advisers
290
Wealthfront Advisers
California
$816K -$168K -876 -18%
ECM
291
Everence Capital Management
Indiana
$790K +$299K +1,560 +66%
PP
292
Paloma Partners
Connecticut
$777K +$107K +558 +17%
BCV
293
Banque Cantonale Vaudoise
Switzerland
$766K +$727K +3,795 New
TC
294
Telemus Capital
Michigan
$755K +$7.67K +40 +1%
CI
295
Cigna Investments
Connecticut
$729K -$58.5K -305 -8%
OSAM
296
O'Shaughnessy Asset Management
Connecticut
$726K +$64.4K +336 +10%
Bank of Nova Scotia
297
Bank of Nova Scotia
Ontario, Canada
$725K
MYIA
298
Mount Yale Investment Advisors
Colorado
$697K -$652K -3,400 -51%
LPL Financial
299
LPL Financial
California
$695K +$92K +480 +16%
TA
300
Tiedemann Advisors
New York
$688K -$958 -5 -0.1%