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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
PFBT
426
Parkside Financial Bank & Trust
Missouri
$30K -$575 -3 -2%
IRC
427
Investors Research Corp
Georgia
$30K
EI
428
Ellevest Inc
New York
$30K +$28.9K +151 New
SFS
429
Sowell Financial Services
Arkansas
$29K -$5.37K -28 -16%
CYG
430
Clean Yield Group
Vermont
$29K
PCM
431
Penserra Capital Management
California
$27K +$6.9K +36 +40%
LC
432
Lindbrook Capital
California
$23K
RIA
433
Realta Investment Advisors
Delaware
$21K
TWA
434
TCI Wealth Advisors
Arizona
$21K +$8.43K +44 +75%
HR
435
Howe & Rusling
New York
$20K +$6.71K +35 +55%
CT
436
Caldwell Trust
Florida
$19K +$18K +94 New
ZB
437
Zions Bancorporation
Utah
$16K -$1.92K -10 -11%
CCM
438
Cribstone Capital Management
Maine
$15K -$5.75K -30 -29%
HCM
439
Highlander Capital Management
New Jersey
$15K
SFSIG
440
San Francisco Sentry Investment Group
California
$15K
SL
441
Savior LLC
Massachusetts
$15K +$13.8K +72 New
GWM
442
Geneos Wealth Management
Colorado
$15K +$14.4K +75 New
EARNEST Partners
443
EARNEST Partners
Georgia
$14K
TFO
444
Tarbox Family Office
California
$14K
TL
445
TrueWealth LLC
Georgia
$14K
CFA
446
Carroll Financial Associates
North Carolina
$13K
FMII
447
Farmers & Merchants Investments Inc
Nebraska
$13K
PB
448
Pinnacle Bancorp
Nebraska
$12K
TAIM
449
TD Ameritrade Investment Management
Nebraska
$12K +$5.56K +29 +97%
EW
450
Evoke Wealth
California
$9.54K +$767 +4 +9%