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Willis Towers Watson

543 hedge funds and large institutions have $25.3B invested in Willis Towers Watson in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 168 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $8.74M

65% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 49

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

5% more funds holding

Funds holding: 516543 (+27)

2.12% more ownership

Funds ownership: 90.84%92.96% (+2.1%)

5% more capital invested

Capital invested by funds: $24.1B → $25.3B (+$1.16B)

20% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 210

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
9.61%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.76%
New
81
Increased
168
Reduced
210
Closed
49
Calls
$17.7M
Puts
$8.74M
Net Calls
+$8.97M
Net Calls Change
-$889K
Name Holding Trade Value Shares
Change
Change in
Stake
X
301
Xponance
Pennsylvania
$1.18M +$69.2K +336 +6%
RBCM
302
Raub Brock Capital Management
California
$1.16M -$41.2K -200 -4%
BAS
303
Brown Advisory Securities
Maryland
$1.16M +$756K +3,674 +203%
PHS
304
Pekin Hardy Strauss
Illinois
$1.14M -$119K -578 -10%
QSS
305
Quantitative Systematic Strategies
Florida
$1.14M +$781K +3,792 +236%
B
306
BP
United Kingdom
$1.13M -$1.22M -5,907 -52%
FTCM
307
First Trust Capital Management
Illinois
$1.1M -$23.4M -113,696 -96%
Bank of Nova Scotia
308
Bank of Nova Scotia
Ontario, Canada
$1.09M -$78K -379 -7%
WT
309
Whittier Trust
California
$1.09M +$49.2K +239 +5%
OAM
310
Oppenheimer Asset Management
New York
$1.08M -$60.1K -292 -5%
RC
311
RBF Capital
California
$1.05M
FIA
312
FNY Investment Advisers
New York
$1.05M +$1.03M +5,000 New
IIM
313
Intact Investment Management
Quebec, Canada
$1.05M +$124K +600 +14%
V
314
Veritable
Delaware
$1.02M +$3.29K +16 +0.3%
PG
315
Pendal Group
Australia
$1.01M -$867K -4,210 -47%
IRF
316
IBM Retirement Fund
New York
$1.01M +$122K +591 +14%
E
317
Ergoteles
New York
$999K +$400K +1,942 +69%
RJT
318
Raymond James Trust
Florida
$981K +$5.97K +29 +0.6%
FMW
319
Farr Miller & Washington
District of Columbia
$979K +$43.2K +210 +5%
Mercer Global Advisors
320
Mercer Global Advisors
Colorado
$970K +$63.4K +308 +7%
AAM
321
Aureus Asset Management
Massachusetts
$967K
CWG
322
C WorldWide Group
Denmark
$967K
CI
323
Cigna Investments
Connecticut
$954K +$68.4K +332 +8%
SA
324
SRH Advisors
Kansas
$945K
RE
325
RBC Europe
United Kingdom
$941K