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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
SIM
426
SSI Investment Management
California
$201K +$196K +959 New
BJL
427
Brighton Jones LLC
Washington
$201K +$196K +962 New
SBSB
428
Sullivan, Bruyette, Speros & Blaney
Virginia
$185K
Lazard Asset Management
429
Lazard Asset Management
New York
$175K
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$174K +$16.9K +83 +11%
ICOM
431
Investment Counselors of Maryland
Maryland
$151K
SPIA
432
Steward Partners Investment Advisory
New York
$136K -$333K -1,629 -71%
PA
433
Parallel Advisors
California
$134K -$11.8K -58 -8%
AIM
434
AIA Investment Management
Singapore
$133K +$28.4K +139 +28%
EFSCE
435
Enterprise Financial Services Corp (EFSC)
Missouri
$125K
CIA
436
CSat Investment Advisory
Michigan
$121K +$7.96K +39 +7%
Federated Hermes
437
Federated Hermes
Pennsylvania
$120K -$126K -615 -52%
QCG
438
Quadrant Capital Group
Ohio
$96K +$15.9K +78 +20%
MAM
439
Meeder Asset Management
Ohio
$89K +$5.92K +29 +7%
S
440
SignatureFD
Georgia
$79K -$6.53K -32 -8%
IA
441
IFP Advisors
Florida
$74K +$2.25K +11 +3%
WT
442
Washington Trust
Rhode Island
$71K +$69K +338 New
OSAM
443
O'Shaughnessy Asset Management
Connecticut
$66K -$32.1K -157 -33%
C
444
Cerebellum
California
$62K -$105K -516 -64%
BDWM
445
Brewin Dolphin Wealth Management
Ireland
$54.3K +$12.3K +60 +30%
PCG
446
Private Capital Group
Connecticut
$52K +$8.78K +43 +21%
PCM
447
Penserra Capital Management
California
$49K +$5.72K +28 +13%
AI
448
ArchPoint Investors
Florida
$42K
BCA
449
Berman Capital Advisors
Georgia
$40K -$1.63K -8 -4%
PFBT
450
Parkside Financial Bank & Trust
Missouri
$38K +$1.43K +7 +4%