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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
IMRF
401
Illinois Municipal Retirement Fund
Illinois
$326K
Cohen & Steers
402
Cohen & Steers
New York
$323K
CAL
403
Capital Analysts LLC
Pennsylvania
$315K -$1.15K -5 -0.4%
UCFA
404
United Capital Financial Advisors
Texas
$308K +$1.83K +8 +0.6%
TMAM
405
Tokio Marine Asset Management
Japan
$305K +$21.5K +94 +8%
BF
406
BOK Financial
Oklahoma
$303K +$293K +1,279 New
TAM
407
Trust Asset Management
Texas
$300K +$4.35K +19 +2%
AIM
408
Alhambra Investment Management
Florida
$298K
BSW
409
Buckingham Strategic Wealth
Missouri
$286K +$1.15K +5 +0.4%
Lazard Asset Management
410
Lazard Asset Management
New York
$285K +$16K +70 +6%
HF
411
HRT Financial
New York
$284K -$12.1M -52,984 -98%
AC
412
Avestar Capital
New York
$281K +$9.85K +43 +4%
ETC
413
Exchange Traded Concepts
Oklahoma
$279K +$271K +1,183 New
SAM
414
Seelaus Asset Management
New Jersey
$276K -$267K -1,165 -50%
UAS
415
United Asset Strategies
New York
$272K
ERIC
416
Eagle Rock Investment Company
Georgia
$268K
Eagle Capital Management (New York)
417
Eagle Capital Management (New York)
New York
$267K -$460M -2,010,371 -100%
PFO
418
Pathstone Family Office
New Jersey
$264K -$14.2K -62 -5%
LC
419
Landaas & Company
Wisconsin
$264K
SP
420
Symmetry Partners
Connecticut
$263K
TCM
421
Teza Capital Management
Illinois
$253K -$90.9K -397 -27%
CA
422
Capitolis Advisors
New York
$252K -$34.4M -150,078 -99%
HI
423
Horizon Investments
North Carolina
$252K +$35.5K +155 +17%
KWA
424
KCS Wealth Advisory
California
$251K -$400K -1,749 -62%
NEGWA
425
New England Guild Wealth Advisors
Connecticut
$249K