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Willis Towers Watson

492 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 159 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

3% more funds holding

Funds holding: 480492 (+12)

6% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 159

4% more capital invested

Capital invested by funds: $23B → $24.1B (+$1.02B)

0.16% less ownership

Funds ownership: 92.79%92.63% (-0.16%)

10% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $31.6M

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
9.69%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
68
Increased
168
Reduced
159
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
451
Trust Company of Vermont
Vermont
$9K -$3.83K -20 -32%
SIAS
452
Shine Investment Advisory Services
Colorado
$9K
IA
453
IFP Advisors
Florida
$9K +$192 +1 +2%
MAM
454
Meeder Asset Management
Ohio
$9K +$958 +5 +13%
HIA
455
Harbor Investment Advisory
Maryland
$9K +$8.24K +43 New
OPS
456
Orion Portfolio Solutions
Nebraska
$9K +$8.24K +43 New
BAMG
457
Brand Asset Management Group
Missouri
$8K
HPC
458
HM Payson & Co
Maine
$8K
WAP
459
Wealthcare Advisory Partners
Pennsylvania
$8K
CFFP
460
Center for Financial Planning
Michigan
$8K +$7.67K +40 New
AIC
461
Ameritas Investment Company
Nebraska
$7K
BFEC
462
Benjamin F. Edwards & Company
Missouri
$7K
CI
463
CX Institutional
Indiana
$7K
WPA
464
West Paces Advisors
Georgia
$6.26K
SQA
465
Simon Quick Advisors
New Jersey
$6K +$5.37K +28 New
KPW
466
Kore Private Wealth
New York
$6K +$5.94K +31 New
AA
467
Advisory Alpha
Michigan
$5.54K -$1.73K -9 -25%
BCI
468
Brinker Capital Investments
Pennsylvania
$5K
IAS
469
IMA Advisory Services
Colorado
$5K
CFGS
470
Concourse Financial Group Securities
Alabama
$4K
IFAM
471
Institutional & Family Asset Management
Colorado
$4K
WTC
472
WhitTier Trust Company
Nevada
$4K
GWS
473
Glassman Wealth Services
Virginia
$4K +$575 +3 +19%
EWA
474
Evolution Wealth Advisors
Florida
$4K +$4.22K +22 New
HWM
475
HighMark Wealth Management
Minnesota
$4K +$4.22K +22 New