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Willis Towers Watson

480 hedge funds and large institutions have $23B invested in Willis Towers Watson in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

12% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 150

5% more funds holding

Funds holding: 456480 (+24)

1% less capital invested

Capital invested by funds: $23.2B → $23B (-$118M)

0.99% less ownership

Funds ownership: 93.78%92.79% (-0.99%)

Holders
480
Holders Change
+24
Holders Change %
+5.26%
% of All Funds
10.53%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
60
Increased
168
Reduced
150
Closed
35
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.32M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
376
Baird Financial Group
Wisconsin
$247K +$250K +1,280 New
OC
377
Oppenheimer & Co
New York
$241K -$9.77K -50 -4%
ASN
378
Advisory Services Network
Georgia
$241K
LNWWM
379
Laird Norton Wetherby Wealth Management
California
$236K +$4.3K +22 +2%
TAM
380
Tiverton Asset Management
Delaware
$233K +$236K +1,207 New
QCM
381
Quadrant Capital Management
New Jersey
$232K
DHFB
382
Dixon Hubard Feinour & Brown
Virginia
$229K
FTIOP
383
Fiduciary Trust International of Pennsylvania
Pennsylvania
$223K -$187K -955 -45%
Carson Wealth (CWM LLC)
384
Carson Wealth (CWM LLC)
Nebraska
$221K
CCP
385
Corient Capital Partners
California
$218K +$220K +1,128 New
PI
386
Putnam Investments
Massachusetts
$216K
GT
387
Greenleaf Trust
Michigan
$216K +$12.1K +62 +6%
LC
388
Landaas & Company
Wisconsin
$215K
DC
389
Davenport & Co
Virginia
$211K
LOAMS
390
Lombard Odier Asset Management (Switzerland)
Switzerland
$209K
AG
391
Advisor Group
Arizona
$209K +$11.1K +57 +6%
PHK
392
Point72 Hong Kong
Hong Kong
$204K -$27.5K -141 -12%
NEGWA
393
New England Guild Wealth Advisors
Connecticut
$204K
MFG
394
Magnus Financial Group
New York
$203K
CA
395
Commerzbank Aktiengesellschaft
Germany
$203K +$206K +1,054 New
PRC
396
Pearl River Capital
Michigan
$201K +$204K +1,044 New
FA
397
FDx Advisors
Illinois
$200K +$203K +1,038 New
QCG
398
Quadrant Capital Group
Ohio
$193K +$4.1K +21 +2%
ICOM
399
Investment Counselors of Maryland
Maryland
$191K +$391 +2 +0.2%
CAPTRUST Financial Advisors
400
CAPTRUST Financial Advisors
North Carolina
$188K