We are live on ! Find out more
WTW icon

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
Squarepoint
301
Squarepoint
New York
$960K -$11.4M -49,601 -92%
KIG
302
Kowal Investment Group
Wisconsin
$955K +$3.46K +15 +0.4%
CB
303
Commerce Bank
Missouri
$935K +$4.15K +18 +0.5%
SCA
304
Snowden Capital Advisors
New York
$925K +$4.61K +20 +0.5%
Wellington Management Group
305
Wellington Management Group
Massachusetts
$925K -$209K -908 -19%
National Bank of Canada
306
National Bank of Canada
Quebec, Canada
$912K +$11.8K +51 +1%
Federated Hermes
307
Federated Hermes
Pennsylvania
$905K +$510K +2,215 +136%
HAIM
308
Hunter Associates Investment Management
Pennsylvania
$901K
KRSITF
309
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$900K +$4.84K +21 +0.6%
SWS
310
SYSTM Wealth Solutions
Illinois
$868K -$69.6K -302 -8%
Corient Private Wealth
311
Corient Private Wealth
Florida
$862K -$40.1K -174 -5%
SDIC
312
South Dakota Investment Council
South Dakota
$862K -$69.1K -300 -8%
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$850K -$1.07M -4,661 -56%
CIM
314
Confluence Investment Management
Missouri
$845K
API
315
Advisor Partners II
California
$824K +$64.1K +278 +9%
JFG
316
Jefferies Financial Group
New York
$822K +$805K +3,492 New
GF
317
Gabelli Funds
New York
$801K -$23K -100 -3%
Cerity Partners
318
Cerity Partners
New York
$785K -$52.8K -229 -6%
UFF
319
USA Financial Formulas
Michigan
$784K -$163K -706 -17%
TA
320
Tiedemann Advisors
New York
$764K
IIC
321
Ironwood Investment Counsel
Arizona
$751K -$136K -591 -16%
VIM
322
Vinva Investment Management
Australia
$745K -$149K -645 -17%
CBNLCF
323
Cognios Beta Neutral Large Cap Fund
Kansas
$733K -$254K -1,102 -26%
FHB
324
First Hawaiian Bank
Hawaii
$724K
QT
325
Quantbot Technologies
New York
$700K -$2.54M -11,001 -79%