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Willis Towers Watson

492 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 159 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

3% more funds holding

Funds holding: 480492 (+12)

6% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 159

4% more capital invested

Capital invested by funds: $23B → $24.1B (+$1.02B)

0.16% less ownership

Funds ownership: 92.79%92.63% (-0.16%)

10% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $31.6M

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
9.69%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
68
Increased
168
Reduced
159
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
376
Landaas & Company
Wisconsin
$225K
AIM
377
Alhambra Investment Management
Florida
$224K +$213K +1,110 New
GT
378
Glenmede Trust
Pennsylvania
$223K -$859K -4,482 -80%
DC
379
Davenport & Co
Virginia
$223K
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$221K
CCP
381
Corient Capital Partners
California
$219K -$8.82K -46 -4%
LOAMS
382
Lombard Odier Asset Management (Switzerland)
Switzerland
$219K
TSS
383
Two Sigma Securities
New York
$218K +$207K +1,080 New
IC
384
IEQ Capital
California
$216K +$204K +1,067 New
PI
385
Putnam Investments
Massachusetts
$215K -$9.96K -52 -5%
NEGWA
386
New England Guild Wealth Advisors
Connecticut
$213K
MFG
387
Magnus Financial Group
New York
$213K +$1.15K +6 +0.6%
NAM
388
NorthCoast Asset Management
Connecticut
$211K -$1.7M -8,858 -89%
DAS
389
Dynamic Advisor Solutions
Arizona
$211K +$200K +1,045 New
FC
390
FORA Capital
Florida
$211K +$200K +1,045 New
FA
391
FDx Advisors
Illinois
$210K
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$209K +$9.01K +47 +5%
QCG
393
Quadrant Capital Group
Ohio
$208K +$10.2K +53 +5%
SIM
394
SSI Investment Management
California
$204K +$192K +1,004 New
QCM
395
Quadrant Capital Management
New Jersey
$202K -$38.3K -200 -17%
CCM
396
Carlson Capital Management
Minnesota
$202K +$192K +1,000 New
ICOM
397
Investment Counselors of Maryland
Maryland
$200K
VCP
398
Verus Capital Partners
Arizona
$184K +$174K +910 New
SBSB
399
Sullivan, Bruyette, Speros & Blaney
Virginia
$179K
ST
400
Smithfield Trust
Pennsylvania
$174K