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Willis Towers Watson

562 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 189 increasing their positions, 177 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $400M | Put options by funds: $113M

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

2% more funds holding

Funds holding: 549562 (+13)

7% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 177

0% less capital invested

Capital invested by funds: $27.1B → $27B (-$120M)

2.01% less ownership

Funds ownership: 92%89.99% (-2%)

11% less funds holding in top 10

Funds holding in top 10: 4439 (-5)

Holders
562
Holders Change
+13
Holders Change %
+2.37%
% of All Funds
9.84%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
189
Reduced
177
Closed
90
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$251M +$27.7M +124,621 +13%
Adage Capital Partners
27
Adage Capital Partners
Massachusetts
$243M -$123M -554,000 -35%
AGA
28
Altrinsic Global Advisors
Connecticut
$234M +$224M +1,004,553 New
BG
29
Baupost Group
Massachusetts
$232M -$198M -891,526 -47%
LCM
30
Laurion Capital Management
New York
$231M -$77.2M -346,735 -26%
CVA
31
Ceredex Value Advisors
Florida
$227M +$164M +734,899 +311%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$219M +$26.8M +120,345 +15%
Nomura Holdings
33
Nomura Holdings
Japan
$216M +$178M +798,134 +814%
MAM
34
Melqart Asset Management
United Kingdom
$203M +$28.9M +130,000 +17%
Legal & General Group
35
Legal & General Group
United Kingdom
$199M +$10.2M +45,822 +6%
Citigroup
36
Citigroup
New York
$195M -$664M -2,984,179 -78%
UOC
37
UBS O'Connor
Illinois
$195M +$186M +836,998 New
GCM
38
Glenview Capital Management
New York
$194M +$185M +832,798 New
DKCM
39
Davidson Kempner Capital Management
New York
$191M -$398M -1,786,833 -69%
N
40
Nuveen
North Carolina
$191M +$77.6M +348,825 +74%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$181M +$27.8M +125,096 +19%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$168M +$1.33M +5,956 +0.8%
EC
43
Eminence Capital
New York
$155M +$148M +665,409 New
SCA
44
Southpoint Capital Advisors
New York
$151M +$145M +650,000 New
Bank of America
45
Bank of America
North Carolina
$140M +$51.8M +232,620 +63%
Goldman Sachs
46
Goldman Sachs
New York
$139M -$462M -2,076,512 -78%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$137M -$6M -26,970 -4%
Charles Schwab
48
Charles Schwab
California
$136M +$2.1M +9,429 +2%
Fidelity International
49
Fidelity International
Bermuda
$130M +$29M +130,307 +30%
BAM
50
Burgundy Asset Management
Ontario, Canada
$130M +$45.4M +204,001 +58%