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Willis Towers Watson

480 hedge funds and large institutions have $23B invested in Willis Towers Watson in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

12% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 150

5% more funds holding

Funds holding: 456480 (+24)

1% less capital invested

Capital invested by funds: $23.2B → $23B (-$118M)

0.99% less ownership

Funds ownership: 93.78%92.79% (-0.99%)

Holders
480
Holders Change
+24
Holders Change %
+5.26%
% of All Funds
10.53%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
60
Increased
168
Reduced
150
Closed
35
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.32M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
426
Systematic Financial Management
New Jersey
$30K -$3.46M -17,721 -99%
PFBT
427
Parkside Financial Bank & Trust
Missouri
$30K +$3.13K +16 +12%
IRC
428
Investors Research Corp
Georgia
$29K
CYG
429
Clean Yield Group
Vermont
$28K
LC
430
Lindbrook Capital
California
$22K +$1.95K +10 +10%
RIA
431
Realta Investment Advisors
Delaware
$21K +$21.1K +108 New
CCM
432
Cribstone Capital Management
Maine
$20K
PCM
433
Penserra Capital Management
California
$17K -$1.17M -6,006 -99%
ZB
434
Zions Bancorporation
Utah
$17K
HCM
435
Highlander Capital Management
New Jersey
$14K
SFSIG
436
San Francisco Sentry Investment Group
California
$14K
TL
437
TrueWealth LLC
Georgia
$14K
EARNEST Partners
438
EARNEST Partners
Georgia
$13K
TFO
439
Tarbox Family Office
California
$13K
CFA
440
Carroll Financial Associates
North Carolina
$12K
HR
441
Howe & Rusling
New York
$12K
PB
442
Pinnacle Bancorp
Nebraska
$12K
TCOV
443
Trust Company of Vermont
Vermont
$12K
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$12K +$391 +2 +3%
AIL
445
AGF Investments LLC
Ontario, Canada
$12K +$12.1K +62 New
PI
446
PineBridge Investments
New York
$11K -$67K -343 -86%
TWA
447
TCI Wealth Advisors
Arizona
$11K
PCM
448
Prelude Capital Management
New York
$10K -$18.4K -94 -64%
IA
449
IFP Advisors
Florida
$9K +$8.79K +45 New
EW
450
Evoke Wealth
California
$8.32K +$8.4K +43 New