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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
CAM
326
Cresset Asset Management
Illinois
$698K +$386K +1,675 +131%
PWW
327
Pettyjohn Wood & White
Virginia
$678K
DIA
328
Dana Investment Advisors
Wisconsin
$677K -$77.9K -338 -11%
GIA
329
Gateway Investment Advisers
Ohio
$675K -$284K -1,232 -30%
ETC
330
Exchange Traded Concepts
Oklahoma
$672K +$324K +1,404 +97%
MC
331
Machina Capital
France
$653K -$101K -437 -14%
BL
332
Balentine LLC
Georgia
$642K -$159K -690 -20%
TPCW
333
TD Private Client Wealth
New York
$638K +$691 +3 +0.1%
TFS
334
Thoroughbred Financial Services
Tennessee
$634K +$461 +2 +0.1%
BFG
335
Bleakley Financial Group
New Jersey
$622K -$2.77K -12 -0.5%
SS
336
Simplicity Solutions
Minnesota
$621K -$4.84K -21 -0.8%
SEEDPG
337
S.E.E.D. Planning Group
New York
$618K
QI
338
Qtron Investments
Massachusetts
$614K
OAM
339
Oppenheimer Asset Management
New York
$614K -$311K -1,350 -34%
VI
340
Vestcor Inc
New Brunswick, Canada
$611K
MFS
341
Mirabella Financial Services
United Kingdom
$609K +$354K +1,538 +146%
Impax Asset Management Group
342
Impax Asset Management Group
United Kingdom
$595K -$1.15K -5 -0.2%
PCP
343
Proficio Capital Partners
Massachusetts
$591K -$132K -574 -19%
LAI
344
Legal Advantage Investments
California
$581K
OIA
345
OneDigital Investment Advisors
Kansas
$579K +$96.3K +418 +20%
IB
346
Intrust Bank
Kansas
$578K -$40.3K -175 -7%
VF
347
Virtu Financial
New York
$573K +$337K +1,464 +151%
IC
348
IEQ Capital
California
$565K -$144K -623 -21%
CA
349
Clearstead Advisors
Ohio
$551K -$2.77K -12 -0.5%
Assenagon Asset Management
350
Assenagon Asset Management
Luxembourg
$547K -$31.1K -135 -5%