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Willis Towers Watson

480 hedge funds and large institutions have $23B invested in Willis Towers Watson in 2019 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 168 increasing their positions, 150 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

14% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $30.2M

12% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 150

5% more funds holding

Funds holding: 456480 (+24)

1% less capital invested

Capital invested by funds: $23.2B → $23B (-$118M)

0.99% less ownership

Funds ownership: 93.78%92.79% (-0.99%)

Holders
480
Holders Change
+24
Holders Change %
+5.26%
% of All Funds
10.53%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.35%
New
60
Increased
168
Reduced
150
Closed
35
Calls
$34.5M
Puts
$30.2M
Net Calls
+$4.32M
Net Calls Change
+$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$152M +$6.85M +35,073 +5%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$138M -$1.49M -7,616 -1%
Goldman Sachs
28
Goldman Sachs
New York
$136M +$11.8M +60,613 +9%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$134M +$16.6M +85,195 +14%
PIP
30
Permian Investment Partners
Texas
$127M +$1.76M +9,000 +1%
JP Morgan Chase
31
JP Morgan Chase
New York
$120M +$29.9M +153,081 +33%
Diamond Hill Capital Management
32
Diamond Hill Capital Management
Ohio
$111M -$5.7M -29,188 -5%
Charles Schwab
33
Charles Schwab
California
$108M +$2.92M +14,961 +3%
Bank of America
34
Bank of America
North Carolina
$106M +$8.7M +44,536 +9%
UBS AM
35
UBS AM
Illinois
$102M +$8.88M +45,444 +9%
Mawer Investment Management
36
Mawer Investment Management
Alberta, Canada
$97.9M -$11.4M -58,465 -10%
SCA
37
Southpoint Capital Advisors
New York
$96.5M -$29.3M -150,000 -23%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$96.4M +$1.24M +6,332 +1%
Ameriprise
39
Ameriprise
Minnesota
$95.1M +$63.3M +324,283 +192%
Harris Associates
40
Harris Associates
Illinois
$93.1M -$453M -2,319,033 -83%
CVA
41
Ceredex Value Advisors
Florida
$88.8M +$6.74M +34,500 +8%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$88.5M -$42.5M -217,489 -32%
BAMCO Inc
43
BAMCO Inc
New York
$83.6M +$866K +4,436 +1%
TD Asset Management
44
TD Asset Management
Ontario, Canada
$82.9M +$1.79M +9,159 +2%
Swiss National Bank
45
Swiss National Bank
Switzerland
$82.3M +$1.03M +5,283 +1%
TSW
46
Thompson Siegel & Walmsley
Virginia
$81.2M +$2.92M +14,951 +4%
Pzena Investment Management
47
Pzena Investment Management
New York
$80.2M -$21M -107,663 -21%
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$71.5M +$2.07M +10,600 +3%
CIC
49
Crawford Investment Counsel
Georgia
$71M -$1.54M -7,881 -2%
Massachusetts Financial Services
50
Massachusetts Financial Services
Massachusetts
$64.2M +$64.9M +332,552 New