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Willis Towers Watson

516 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 178 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

787% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $1.25M

36% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 47

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

3% more funds holding

Funds holding: 502516 (+14)

3% more capital invested

Capital invested by funds: $23.4B → $24.1B (+$707M)

0.83% less ownership

Funds ownership: 91.67%90.84% (-0.83%)

5% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 187

Holders
516
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
10.41%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.75%
New
64
Increased
178
Reduced
187
Closed
47
Calls
$11.1M
Puts
$1.25M
Net Calls
+$9.86M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
401
Millennium Management
New York
$262K +$59.3M +290,190 +30%
JG
402
Jefferies Group
New York
$255K +$249K +1,219 New
CCP
403
Corient Capital Partners
California
$249K -$10.2K -50 -4%
DHFB
404
Dixon Hubard Feinour & Brown
Virginia
$248K -$13.3K -65 -5%
JFA
405
JNBA Financial Advisors
Minnesota
$246K
RIL
406
Rothschild Investment LLC
Illinois
$243K
DC
407
Davenport & Co
Virginia
$241K
AWM
408
Avior Wealth Management
Nebraska
$240K -$55.9K -274 -19%
CIC
409
Chilton Investment Company
Connecticut
$237K +$232K +1,136 New
SP
410
Symmetry Partners
Connecticut
$233K +$227K +1,114 New
LC
411
Landaas & Company
Wisconsin
$232K
GCP
412
GSA Capital Partners
United Kingdom
$228K +$223K +1,090 New
FA
413
FDx Advisors
Illinois
$226K -$58.4K -286 -21%
SEC
414
Seven Eight Capital
New York
$225K +$220K +1,079 New
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$221K
NEGWA
416
New England Guild Wealth Advisors
Connecticut
$220K
NAM
417
NorthCoast Asset Management
Connecticut
$219K +$204 +1 +0.1%
Victory Capital Management
418
Victory Capital Management
Texas
$216K -$5.92K -29 -3%
Parallax Volatility Advisers
419
Parallax Volatility Advisers
California
$214K +$209K +1,025 New
CCM
420
Carlson Capital Management
Minnesota
$213K
PGFC
421
Peapack-Gladstone Financial Corp
New Jersey
$209K +$204K +1,000 New
Los Angeles Capital Management
422
Los Angeles Capital Management
California
$207K -$3.77M -18,460 -95%
EI
423
Ethic Inc
New York
$206K -$292K -1,429 -59%
MML Investors Services
424
MML Investors Services
Massachusetts
$206K +$202K +987 New
Brown Advisory
425
Brown Advisory
Maryland
$203K +$199K +974 New