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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
3IP
351
3Chopt Investment Partners
Virginia
$544K -$453K -1,964 -46%
DTL
352
Dynamic Technology Lab
Singapore
$533K -$2.96M -12,857 -85%
LNC
353
Lincoln National Corp
Pennsylvania
$527K +$1.84K +8 +0.4%
Fifth Third Bancorp
354
Fifth Third Bancorp
Ohio
$524K +$17.7K +77 +4%
TSS
355
Two Sigma Securities
New York
$524K +$165K +717 +48%
DWP
356
Daymark Wealth Partners
Ohio
$509K -$114K -494 -19%
SIA
357
SkyView Investment Advisors
New Jersey
$506K +$14.1K +61 +3%
TC
358
Telemus Capital
Michigan
$489K -$66.1K -287 -12%
WSTAM
359
Wilbanks Smith & Thomas Asset Management
Virginia
$484K +$39.9K +173 +9%
IGAM
360
iA Global Asset Management
Quebec, Canada
$475K +$465K +2,017 New
PCM
361
Prelude Capital Management
New York
$471K -$30K -130 -6%
KFP
362
KB Financial Partners
New Jersey
$463K +$10.1K +44 +2%
CCM
363
Coldstream Capital Management
Washington
$462K -$2.54K -11 -0.6%
Carson Wealth (CWM LLC)
364
Carson Wealth (CWM LLC)
Nebraska
$461K +$3.69K +16 +0.8%
RG
365
Rathbones Group
United Kingdom
$459K -$530K -2,300 -54%
V
366
Veritable
Delaware
$456K -$7.83K -34 -2%
TMAM
367
Tokio Marine Asset Management
Japan
$454K +$31.8K +138 +8%
RRCM
368
Rappaport Reiches Capital Management
Illinois
$450K
VAS
369
Vestmark Advisory Solutions
Massachusetts
$444K -$5.07K -22 -1%
DAS
370
Dynamic Advisor Solutions
Arizona
$436K +$230 +1 +0.1%
Cambridge Investment Research Advisors
371
Cambridge Investment Research Advisors
Iowa
$436K -$3.64M -15,793 -89%
MYAM
372
Meiji Yasuda Asset Management
Japan
$436K +$2.3K +10 +0.5%
WCM
373
Washington Capital Management
Washington
$436K +$426K +1,850 New
EIP
374
Epoch Investment Partners
New York
$433K -$50.7K -220 -11%
SI
375
Saxon Interests
Texas
$431K