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Willis Towers Watson

516 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 178 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

787% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $1.25M

36% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 47

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

3% more funds holding

Funds holding: 502516 (+14)

3% more capital invested

Capital invested by funds: $23.4B → $24.1B (+$707M)

0.83% less ownership

Funds ownership: 91.67%90.84% (-0.83%)

5% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 187

Holders
516
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
10.41%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.75%
New
64
Increased
178
Reduced
187
Closed
47
Calls
$11.1M
Puts
$1.25M
Net Calls
+$9.86M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
RIM
451
Rampart Investment Management
Connecticut
$37K -$792K -3,879 -96%
GCM
452
Gables Capital Management
Florida
$37K -$33.5K -164 -48%
EI
453
Ellevest Inc
New York
$36K -$48.6K -238 -58%
FMT
454
First Mercantile Trust
Tennessee
$32K -$99K -485 -75%
IRC
455
Investors Research Corp
Georgia
$32K
LC
456
Lindbrook Capital
California
$30K +$613 +3 +2%
CI
457
CX Institutional
Indiana
$30K +$19.8K +97 +202%
AIL
458
AGF Investments LLC
Ontario, Canada
$27K
HWA
459
Heritage Wealth Advisors
Virginia
$26.5K
SFS
460
Sowell Financial Services
Arkansas
$26K -$613 -3 -2%
HR
461
Howe & Rusling
New York
$24K +$408 +2 +2%
GEA
462
Glen Eagle Advisors
New Jersey
$21.3K
ZB
463
Zions Bancorporation
Utah
$21K +$3.67K +18 +22%
AssetMark Inc
464
AssetMark Inc
California
$20K -$346K -1,693 -95%
PWMG
465
Prestige Wealth Management Group
New Jersey
$20K +$8.17K +40 +73%
CT
466
Caldwell Trust
Florida
$19.6K
Axa
467
Axa
France
$19K -$197K -967 -91%
HIA
468
Harbor Investment Advisory
Maryland
$19K -$1.84K -9 -9%
CCM
469
Cribstone Capital Management
Maine
$16K
HCM
470
Highlander Capital Management
New Jersey
$16K
GWS
471
Glassman Wealth Services
Virginia
$16K +$4.49K +22 +39%
AA
472
AlphaMark Advisors
Kentucky
$15K
EARNEST Partners
473
EARNEST Partners
Georgia
$14K
FMII
474
Farmers & Merchants Investments Inc
Nebraska
$14K
SL
475
Savior LLC
Massachusetts
$14K