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Willis Towers Watson

579 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

0% less capital invested

Capital invested by funds: $22.9B → $22.8B (-$50.2M)

2.74% less ownership

Funds ownership: 94.06%91.32% (-2.7%)

4% less funds holding

Funds holding: 606579 (-27)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 240

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
579
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
9.09%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
181
Reduced
240
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
426
United Asset Strategies
New York
$276K
KPWS
427
Kestra Private Wealth Services
Texas
$275K -$4.38K -19 -2%
ECM
428
Everence Capital Management
Indiana
$274K
JF
429
Jump Financial
Illinois
$272K +$266K +1,153 New
WPC
430
Wedmont Private Capital
Pennsylvania
$264K +$15.2K +66 +6%
OTPPB
431
Ontario Teachers' Pension Plan Board
Ontario, Canada
$264K +$258K +1,120 New
QCM
432
Quantinno Capital Management
New York
$263K -$9.22K -40 -3%
LC
433
Landaas & Company
Wisconsin
$262K
FA
434
FDx Advisors
Illinois
$258K -$166K -720 -40%
IFU
435
iSAM Funds (UK)
United Kingdom
$255K -$779K -3,382 -76%
CWM
436
Connecticut Wealth Management
Connecticut
$251K -$1.15K -5 -0.5%
FCP
437
Fidelis Capital Partners
Florida
$234K +$922 +4 +0.4%
GT
438
Greenleaf Trust
Michigan
$232K -$21.9K -95 -9%
EWA
439
EP Wealth Advisors
California
$229K +$42.5M +184,563 New
VT
440
Vise Technologies
New York
$229K -$33.4K -145 -13%
GT
441
Glenmede Trust
Pennsylvania
$226K
FHA
442
First Horizon Advisors
Tennessee
$225K -$12.2K -53 -5%
William Blair Investment Management
443
William Blair Investment Management
Illinois
$225K
LTI
444
Laffer Tengler Investments
Tennessee
$224K +$691 +3 +0.3%
GAM
445
Garrison Asset Management
Arkansas
$224K
FFM
446
Forum Financial Management
Illinois
$223K +$1.15K +5 +0.5%
FPA
447
First Pacific Advisors
California
$221K -$336K -1,460 -61%
PA
448
Parallel Advisors
California
$219K +$5.99K +26 +3%
CCWM
449
Cassaday & Co Wealth Management
Virginia
$217K +$212K +922 New
Axa
450
Axa
France
$217K -$4.82M -20,923 -96%