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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
CCM
451
Copeland Capital Management
Pennsylvania
$158K -$3.89K -17 -2%
PCM
452
Penserra Capital Management
California
$143K +$8.01K +35 +6%
WTA
453
Washington Trust Advisors
Massachusetts
$142K +$687 +3 +0.5%
MIM
454
Meridiem Investment Management
United Kingdom
$134K
BDWM
455
Brewin Dolphin Wealth Management
Ireland
$130K -$16K -70 -11%
S
456
SignatureFD
Georgia
$125K +$21.8K +95 +22%
PP
457
PFS Partners
New Jersey
$108K
QCG
458
Quadrant Capital Group
Ohio
$88K -$5.5K -24 -6%
Acadian Asset Management
459
Acadian Asset Management
Massachusetts
$87K -$218K -952 -72%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$87K -$155K -678 -65%
Federated Hermes
461
Federated Hermes
Pennsylvania
$77K -$184K -802 -71%
IA
462
IFP Advisors
Florida
$66K +$20.1K +88 +27%
GCM
463
Gables Capital Management
Florida
$54K
FA
464
Fortis Advisors
Pennsylvania
$51K
GIA
465
GHP Investment Advisors
Colorado
$51K +$49.9K +218 New
GWM
466
Geneos Wealth Management
Colorado
$47K
LC
467
Lindbrook Capital
California
$41K +$7.33K +32 +23%
IRC
468
Investors Research Corp
Georgia
$36K
EWA
469
EverSource Wealth Advisors
Alabama
$34K +$11.4K +50 +54%
HWA
470
Heritage Wealth Advisors
Virginia
$33K
CAC
471
Core Alternative Capital
Georgia
$31K +$28.6K +125 +2,083%
AF
472
Allworth Financial
California
$28K +$14.9K +65 +120%
CFG
473
CKW Financial Group
Hawaii
$28K +$27K +118 New
GEA
474
Glen Eagle Advisors
New Jersey
$27.2K
FFA
475
Freedman Financial Associates
Massachusetts
$26K