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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
Goldman Sachs
26
Goldman Sachs
New York
$179M +$34.9M +182,044 +26%
EIP
27
Epoch Investment Partners
New York
$178M +$14.2M +74,242 +9%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$143M -$878K -4,581 -0.6%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$141M +$561K +2,927 +0.4%
Diamond Hill Capital Management
30
Diamond Hill Capital Management
Ohio
$115M -$504K -2,629 -0.5%
Charles Schwab
31
Charles Schwab
California
$115M +$2.02M +10,516 +2%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$113M -$111M -579,343 -51%
Mawer Investment Management
33
Mawer Investment Management
Alberta, Canada
$112M +$9.1M +47,505 +9%
Bank of America
34
Bank of America
North Carolina
$107M -$3.17M -16,560 -3%
UBS AM
35
UBS AM
Illinois
$106M -$1.2M -6,280 -1%
N
36
Nuveen
North Carolina
$105M -$51.1M -266,462 -34%
Ameriprise
37
Ameriprise
Minnesota
$103M +$3.25M +16,954 +3%
JP Morgan Chase
38
JP Morgan Chase
New York
$101M -$23.6M -123,405 -20%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$100M -$829K -4,328 -0.9%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$99M +$54.9M +286,400 +140%
TD Asset Management
41
TD Asset Management
Ontario, Canada
$91M +$3.99M +20,807 +5%
Pzena Investment Management
42
Pzena Investment Management
New York
$88.4M +$4.2M +21,930 +5%
BAMCO Inc
43
BAMCO Inc
New York
$87.6M +$154K +802 +0.2%
Harris Associates
44
Harris Associates
Illinois
$86.3M -$10.6M -55,175 -11%
TSW
45
Thompson Siegel & Walmsley
Virginia
$84.1M -$900K -4,695 -1%
CS
46
Credit Suisse
Switzerland
$82.2M +$40.8M +212,771 +109%
Swiss National Bank
47
Swiss National Bank
Switzerland
$82.1M -$3.83M -20,000 -5%
Adage Capital Partners
48
Adage Capital Partners
Massachusetts
$81.5M +$6.31M +32,900 +9%
CIC
49
Crawford Investment Counsel
Georgia
$79.8M +$5.27M +27,489 +7%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$78M +$18.3M +95,691 +33%