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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
Lazard Asset Management
401
Lazard Asset Management
New York
$169K
Canada Life
402
Canada Life
Manitoba, Canada
$168K -$21M -109,771 -99%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$147K +$17.4K +91 +14%
Federated Hermes
404
Federated Hermes
Pennsylvania
$143K -$139K -725 -51%
GDP
405
Great Diamond Partners
Maine
$116K +$110K +575 New
AF
406
Advisornet Financial
Minnesota
$102K
AI
407
ArchPoint Investors
Florida
$96K
HWA
408
Heritage Wealth Advisors
Virginia
$86.2K
WAM
409
Wolverine Asset Management
Illinois
$79K -$316K -1,650 -81%
GLI
410
Guardian Life Insurance
New York
$76K
RWB
411
RMR Wealth Builders
New Jersey
$76K +$71.9K +375 New
CIA
412
CSat Investment Advisory
Michigan
$71K +$11.1K +58 +20%
Loomis, Sayles & Company
413
Loomis, Sayles & Company
Massachusetts
$70K +$6.32K +33 +10%
PCM
414
Prelude Capital Management
New York
$57K +$43.7K +228 +422%
PCG
415
Private Capital Group
Connecticut
$50K +$46.6K +243 +3,471%
PA
416
Procyon Advisors
Connecticut
$49K +$46.4K +242 New
PA
417
Parallel Advisors
California
$48K +$1.73K +9 +4%
PO
418
Private Ocean
California
$41K
CFG
419
Citizens Financial Group
Rhode Island
$41K +$5.17K +27 +15%
JG
420
Jefferies Group
New York
$41K +$39.1K +204 New
S
421
SignatureFD
Georgia
$39K -$14.4K -75 -28%
PMFA
422
Plante Moran Financial Advisors
Michigan
$37K -$10.9K -57 -24%
BCA
423
Berman Capital Advisors
Georgia
$37K +$1.34K +7 +4%
BUB
424
BBVA USA Bancshares
Texas
$34K +$31.8K +166 New
GCM
425
Gables Capital Management
Florida
$33K