WTW icon

Willis Towers Watson

577 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 175 increasing their positions, 211 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+18
Holders Change %
+3.22%
% of All Funds
8.91%
Holding in Top 10
31
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20.51%
% of All Funds
0.48%
New
98
Increased
175
Reduced
211
Closed
73
Calls
$89.7M
Puts
$30.2M
Net Calls
+$59.5M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
426
Trust Asset Management
Texas
$297K
MPM
427
MBB Public Markets
Illinois
$294K +$294K +1,236 New
SIM
428
Sentry Investment Management
Wisconsin
$289K
BSW
429
Buckingham Strategic Wealth
Missouri
$286K -$1.9K -8 -0.7%
TMAM
430
Tokio Marine Asset Management
Japan
$284K +$4.75K +20 +2%
GFP
431
Gryphon Financial Partners
Ohio
$283K -$45.8K -193 -14%
PFO
432
Pathstone Family Office
New Jersey
$281K +$19.8K +83 +8%
UAS
433
United Asset Strategies
New York
$274K -$71.3K -300 -21%
AC
434
Avestar Capital
New York
$272K +$30.7K +129 +13%
ERIC
435
Eagle Rock Investment Company
Georgia
$270K +$270K +1,135 New
Lazard Asset Management
436
Lazard Asset Management
New York
$269K +$70.4K +298 +35%
FTDI
437
First Trust Direct Indexing
Massachusetts
$268K +$12.6K +53 +5%
Federated Hermes
438
Federated Hermes
Pennsylvania
$268K +$175K +738 +188%
Carson Wealth (CWM LLC)
439
Carson Wealth (CWM LLC)
Nebraska
$267K +$267K +1,125 New
MGP
440
Metis Global Partners
California
$267K +$267K +1,126 New
SP
441
Symmetry Partners
Connecticut
$265K
LC
442
Landaas & Company
Wisconsin
$264K
OQS
443
Occudo Quantitative Strategies
Florida
$262K +$262K +1,104 New
JFA
444
JNBA Financial Advisors
Minnesota
$261K -$18K -76 -6%
TSS
445
Two Sigma Securities
New York
$255K +$255K +1,075 New
NEGWA
446
New England Guild Wealth Advisors
Connecticut
$251K
B
447
Barings
North Carolina
$249K -$32.8K -138 -12%
DMBA
448
Deseret Mutual Benefit Administrators
Utah
$248K
PFBT
449
Parkside Financial Bank & Trust
Missouri
$248K +$205K +864 +480%
TWM
450
Tradition Wealth Management
Minnesota
$241K