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Willis Towers Watson

389 hedge funds and large institutions have $16.4B invested in Willis Towers Watson in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 186 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $15.8B → $16.4B (+$649M)

4% less funds holding

Funds holding: 404389 (-15)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

22% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 51

45% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 186

74% less call options, than puts

Call options by funds: $6.37M | Put options by funds: $24.1M

Holders
389
Holders Change
-15
Holders Change %
-3.71%
% of All Funds
10.38%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.4%
New
40
Increased
102
Reduced
186
Closed
51
Calls
$6.37M
Puts
$24.1M
Net Calls
-$17.8M
Net Calls Change
-$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
351
JFS Wealth Advisors
Pennsylvania
$67K
WRM
352
Westport Resources Management
Connecticut
$65K
FANJ
353
Financial Architects (New Jersey)
New Jersey
$61K +$622 +5 +1%
ACH
354
ArrowMark Colorado Holdings
Colorado
$53K +$49.7K +399 New
IPC
355
Independent Portfolio Consultants
Florida
$46K
FNYS
356
First New York Securities
New York
$45.4K +$42.3K +340 +17,000%
SAMC
357
Shinko Asset Management Company
Japan
$45K
Nisa Investment Advisors
358
Nisa Investment Advisors
Missouri
$41K
CFG
359
Citizens Financial Group
Rhode Island
$28K -$7.47K -60 -22%
CAW
360
Cornerstone Advisors (Washington)
Washington
$28K +$19K +153 +251%
PHK
361
Point72 Hong Kong
Hong Kong
$27K
IA
362
IFP Advisors
Florida
$25K
MFS
363
MSI Financial Services
Massachusetts
$18K
SAM
364
Solaris Asset Management
New York
$16K -$90.4K -726 -85%
LNB
365
Ledyard National Bank
$15K
JIC
366
Joel Isaacson & Co
New York
$12K
LAM
367
Lebenthal Asset Management
New York
$12K +$11K +88 New
QCG
368
Quadrant Capital Group
Ohio
$10K -$2.24K -18 -15%
TWA
369
TCI Wealth Advisors
Arizona
$10K +$871 +7 +11%
Twin Tree Management
370
Twin Tree Management
Texas
$9K -$60.1K -483 -88%
TDC
371
Thompson Davis & Co
Virginia
$8K -$20.9K -168 -73%
ZB
372
Zions Bancorporation
Utah
$7K +$4.48K +36 +200%
FPFS
373
First Personal Financial Services
North Carolina
$6K -$4.11K -33 -43%
BBHC
374
Brown Brothers Harriman & Co
New York
$6K
KA
375
Klingman & Associates
New York
$5K