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Willis Towers Watson

579 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, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

0% less capital invested

Capital invested by funds: $22.9B → $22.8B (-$50.2M)

2.74% less ownership

Funds ownership: 94.06%91.32% (-2.7%)

4% less funds holding

Funds holding: 606579 (-27)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 240

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
579
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
9.09%
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
181
Reduced
240
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
276
Crossmark Global Holdings
Texas
$1.35M -$2.12M -9,203 -59%
Boston Partners
277
Boston Partners
Massachusetts
$1.34M
GLAM
278
Gardner Lewis Asset Management
Pennsylvania
$1.33M
Thrivent Financial for Lutherans
279
Thrivent Financial for Lutherans
Minnesota
$1.33M -$13.1K -57 -1%
PP
280
Prudential plc
United Kingdom
$1.32M +$1.29M +5,585 New
BCI
281
Brinker Capital Investments
Pennsylvania
$1.28M +$138K +601 +12%
OPS
282
Orion Portfolio Solutions
Nebraska
$1.28M +$138K +601 +12%
YIH
283
Y-Intercept (HK)
Hong Kong
$1.25M -$1.66M -7,210 -58%
Osaic Holdings
284
Osaic Holdings
Arizona
$1.23M -$528K -2,293 -30%
TCM
285
Teza Capital Management
Illinois
$1.23M +$1.2M +5,217 New
NMERB
286
New Mexico Educational Retirement Board
New Mexico
$1.23M +$46.1K +200 +4%
LA
287
LBP AM
France
$1.2M -$14.3K -62 -1%
TRCT
288
Tower Research Capital (TRC)
New York
$1.18M +$551K +2,389 +91%
RC
289
RBF Capital
California
$1.18M
JMPWA
290
JP Morgan Private Wealth Advisors
California
$1.18M -$39.6K -172 -3%
RJT
291
Raymond James Trust
Florida
$1.17M -$166K -722 -13%
MCM
292
Marathon Capital Management
Maryland
$1.11M -$1.15K -5 -0.1%
MLICM
293
Metropolitan Life Insurance Company (MetLife)
New York
$1.09M +$1.07M +4,638 New
XT
294
XTX Topco
Cayman Islands
$1.07M +$157K +682 +18%
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$1.06M
SWP
296
Stratos Wealth Partners
Ohio
$1.05M -$3.23K -14 -0.3%
MGP
297
Metis Global Partners
California
$1.04M -$120K -520 -11%
SA
298
SRH Advisors
Kansas
$1.04M
DC
299
Dryden Capital
Florida
$1M
GCP
300
GSA Capital Partners
United Kingdom
$983K +$661K +2,868 +220%