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Willis Towers Watson

543 hedge funds and large institutions have $25.3B invested in Willis Towers Watson in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 168 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $8.74M

65% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 49

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

5% more funds holding

Funds holding: 516543 (+27)

2.12% more ownership

Funds ownership: 90.84%92.96% (+2.1%)

5% more capital invested

Capital invested by funds: $24.1B → $25.3B (+$1.16B)

20% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 210

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
9.61%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.76%
New
81
Increased
168
Reduced
210
Closed
49
Calls
$17.7M
Puts
$8.74M
Net Calls
+$8.97M
Net Calls Change
-$889K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
426
NorthCoast Asset Management
Connecticut
$221K -$412 -2 -0.2%
Carson Wealth (CWM LLC)
427
Carson Wealth (CWM LLC)
Nebraska
$221K
EI
428
Ethic Inc
New York
$217K +$9.68K +47 +5%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$212K +$1.44K +7 +0.7%
Los Angeles Capital Management
430
Los Angeles Capital Management
California
$209K
Victory Capital Management
431
Victory Capital Management
Texas
$208K -$9.68K -47 -5%
CCM
432
Carlson Capital Management
Minnesota
$207K
SIM
433
SSI Investment Management
California
$204K
GAM
434
Garrison Asset Management
Arkansas
$202K -$113K -550 -36%
Brown Advisory
435
Brown Advisory
Maryland
$201K -$3.5K -17 -2%
4WM
436
44 Wealth Management
Oregon
$200K +$196K +951 New
SBSB
437
Sullivan, Bruyette, Speros & Blaney
Virginia
$186K
Fifth Third Bancorp
438
Fifth Third Bancorp
Ohio
$186K +$10.5K +51 +6%
Lazard Asset Management
439
Lazard Asset Management
New York
$177K
ICOM
440
Investment Counselors of Maryland
Maryland
$153K
SPIA
441
Steward Partners Investment Advisory
New York
$134K -$3.29K -16 -2%
BDWM
442
Brewin Dolphin Wealth Management
Ireland
$131K +$74.1K +360 +138%
EFSCE
443
Enterprise Financial Services Corp (EFSC)
Missouri
$126K +$824 +4 +0.7%
MAM
444
Meeder Asset Management
Ohio
$119K +$28.6K +139 +33%
Federated Hermes
445
Federated Hermes
Pennsylvania
$102K -$18.1K -88 -15%
PWPS
446
Pinnacle Wealth Planning Services
Ohio
$91K +$89.4K +434 New
PA
447
Parallel Advisors
California
$87K -$47.4K -230 -36%
RWB
448
RMR Wealth Builders
New Jersey
$85K +$83.2K +404 New
CSS
449
Cubist Systematic Strategies
Connecticut
$84K -$1M -4,874 -92%
S
450
SignatureFD
Georgia
$77K -$2.47K -12 -3%