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Willis Towers Watson

548 hedge funds and large institutions have $24.8B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $31.3M

2.46% less ownership

Funds ownership: 91.58%89.13% (-2.5%)

6% less funds holding

Funds holding: 580548 (-32)

8% less capital invested

Capital invested by funds: $27.1B → $24.8B (-$2.3B)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 219

27% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 93

42% less funds holding in top 10

Funds holding in top 10: 3118 (-13)

Holders
548
Holders Change
-32
Holders Change %
-5.52%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
219
Closed
93
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ESCM
376
Echo Street Capital Management
New York
$398K +$386K +1,684 New
PA
377
Profund Advisors
Maryland
$392K -$13.1K -57 -3%
GIA
378
Gateway Investment Advisers
Ohio
$392K +$41K +179 +12%
DTL
379
Dynamic Technology Lab
Singapore
$385K -$175K -765 -32%
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$385K -$17.6K -77 -5%
SFI
381
Siemens Fonds Invest
Germany
$383K -$2.75K -12 -0.7%
GT
382
Greenleaf Trust
Michigan
$382K +$10.5K +46 +3%
IC
383
IEQ Capital
California
$382K +$26.1K +114 +8%
CSPIA
384
Cary Street Partners Investment Advisory
Virginia
$376K +$46.9K +205 +15%
QIM
385
Quantitative Investment Management
Virginia
$368K +$357K +1,558 New
IIC
386
Integrated Investment Consultants
Michigan
$367K -$64.6K -282 -15%
RC
387
RegentAtlantic Capital
New Jersey
$364K -$80.4K -351 -19%
BL
388
Balentine LLC
Georgia
$364K +$353K +1,542 New
RWMH
389
Riverpoint Wealth Management Holdings
Illinois
$363K +$229 +1 +0.1%
DAS
390
Dynamic Advisor Solutions
Arizona
$361K +$8.24K +36 +2%
VCM
391
Vivaldi Capital Management
Illinois
$359K +$229 +1 +0.1%
CIA
392
Cladis Investment Advisory
Montana
$357K
CCP
393
Corient Capital Partners
California
$354K +$41.2K +180 +14%
DGAM
394
Desjardins Global Asset Management
Quebec, Canada
$343K -$8.93K -39 -3%
FA
395
FDx Advisors
Illinois
$341K +$13.5K +59 +4%
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$335K +$67.5K +295 +26%
MFA
397
Mayflower Financial Advisors
Massachusetts
$334K -$57.5K -251 -15%
4WM
398
44 Wealth Management
Oregon
$333K +$115K +503 +56%
FTDI
399
First Trust Direct Indexing
Massachusetts
$329K +$60K +262 +23%
LNWWM
400
Laird Norton Wetherby Wealth Management
California
$327K -$13.3K -58 -4%