We are live on ! Find out more
WTW icon

Willis Towers Watson

548 hedge funds and large institutions have $24.8B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $31.3M

2.46% less ownership

Funds ownership: 91.58%89.13% (-2.5%)

6% less funds holding

Funds holding: 580548 (-32)

8% less capital invested

Capital invested by funds: $27.1B → $24.8B (-$2.3B)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 219

27% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 93

42% less funds holding in top 10

Funds holding in top 10: 3118 (-13)

Holders
548
Holders Change
-32
Holders Change %
-5.52%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
219
Closed
93
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
426
Forum Financial Management
Illinois
$249K +$38.9K +170 +19%
CAN
427
Cetera Advisor Networks
California
$248K +$35.3K +154 +17%
B
428
Barings
North Carolina
$247K
SIM
429
Sentry Investment Management
Wisconsin
$246K -$40.1K -175 -14%
FMAEN1
430
Fund Management at Engine No 1
California
$244K +$237K +1,033 New
TWM
431
Tradition Wealth Management
Minnesota
$240K
WA
432
WestEnd Advisors
North Carolina
$236K -$229 -1 Closed
PGFC
433
Peapack-Gladstone Financial Corp
New Jersey
$236K
DMBA
434
Deseret Mutual Benefit Administrators
Utah
$235K -$11K -48 -5%
JFA
435
JNBA Financial Advisors
Minnesota
$230K -$28.6K -125 -11%
FCH
436
Freestone Capital Holdings
Washington
$229K +$222K +970 New
GAM
437
Garrison Asset Management
Arkansas
$228K +$7.56K +33 +4%
William Blair Investment Management
438
William Blair Investment Management
Illinois
$228K +$28.2K +123 +15%
AssetMark Inc
439
AssetMark Inc
California
$222K +$182K +797 +557%
MC
440
Maverick Capital
Texas
$210K +$133K +583 +189%
IC
441
Inscription Capital
Texas
$209K
LWAC
442
Laurel Wealth Advisors (California)
California
$208K +$201K +880 New
Assenagon Asset Management
443
Assenagon Asset Management
Luxembourg
$205K +$199K +867 New
AG
444
AlphaSimPlex Group
Massachusetts
$202K +$196K +857 New
CCA
445
Checchi Capital Advisers
California
$201K +$195K +850 New
FHA
446
First Horizon Advisors
Tennessee
$197K +$181K +791 +1,840%
PA
447
Parallel Advisors
California
$194K +$32.1K +140 +21%
APF
448
Alaska Permanent Fund
Alaska
$184K +$7.33K +32 +4%
AWA
449
Aaron Wealth Advisors
Illinois
$181K +$9.79M +42,755 New
SOW
450
State of Wyoming
Wyoming
$166K -$45.3K -198 -22%