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Willis Towers Watson

543 hedge funds and large institutions have $25.3B invested in Willis Towers Watson in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 168 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $8.74M

65% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 49

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

5% more funds holding

Funds holding: 516543 (+27)

2.12% more ownership

Funds ownership: 90.84%92.96% (+2.1%)

5% more capital invested

Capital invested by funds: $24.1B → $25.3B (+$1.16B)

20% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 210

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
9.61%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.76%
New
81
Increased
168
Reduced
210
Closed
49
Calls
$17.7M
Puts
$8.74M
Net Calls
+$8.97M
Net Calls Change
-$889K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
451
IFP Advisors
Florida
$72K -$1.03K -5 -1%
WT
452
Washington Trust
Rhode Island
$71K
QCG
453
Quadrant Capital Group
Ohio
$69K -$27K -131 -28%
PWM
454
Perigon Wealth Management
California
$66K +$64.2K +312 New
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$62K -$4.32K -21 -7%
PCM
456
Penserra Capital Management
California
$56K +$6.59K +32 +13%
RPWA
457
Regent Peak Wealth Advisors
Georgia
$43K +$42.4K +206 New
AI
458
ArchPoint Investors
Florida
$42K
BCA
459
Berman Capital Advisors
Georgia
$42K +$824 +4 +2%
PCG
460
Private Capital Group
Connecticut
$39K -$13K -63 -25%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$37K -$2.06K -10 -5%
GCM
462
Gables Capital Management
Florida
$37K
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36K +$35.4K +172 New
FMT
464
First Mercantile Trust
Tennessee
$35K
IRC
465
Investors Research Corp
Georgia
$32K
EI
466
Ellevest Inc
New York
$31K -$5.76K -28 -16%
Twin Tree Management
467
Twin Tree Management
Texas
$30K +$29.6K +144 New
CI
468
CX Institutional
Indiana
$29K -$1.03K -5 -3%
LC
469
Lindbrook Capital
California
$29K -$618 -3 -2%
HWA
470
Heritage Wealth Advisors
Virginia
$29K +$2.47K +12 +9%
GEA
471
Glen Eagle Advisors
New Jersey
$25.7K +$4.12K +20 +20%
RA
472
Reby Advisors
Connecticut
$24K +$23.1K +112 New
MTCM
473
Mint Tower Capital Management
Netherlands
$24K +$206K +1,000 +9%
CIA
474
CSat Investment Advisory
Michigan
$23K -$97.2K -472 -81%
SFS
475
Sowell Financial Services
Arkansas
$23K -$3.5K -17 -13%