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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
Legal & General Group
26
Legal & General Group
United Kingdom
$210M +$17.4M +75,915 +9%
N
27
Nuveen
North Carolina
$206M -$2.18M -9,515 -1%
UBS Group
28
UBS Group
Switzerland
$196M -$375M -1,637,973 -66%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$192M -$166M -725,628 -47%
SCA
30
Southpoint Capital Advisors
New York
$177M +$17.2M +75,000 +11%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$164M -$2.23M -9,732 -1%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$161M +$156M +682,688 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$158M -$2.99M -13,076 -2%
RRAM
34
River Road Asset Management
Kentucky
$146M +$29M +126,669 +26%
BAM
35
Burgundy Asset Management
Ontario, Canada
$144M +$24M +105,003 +21%
Charles Schwab
36
Charles Schwab
California
$141M +$2.23M +9,744 +2%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$135M -$1.44M -6,287 -1%
Bank of Nova Scotia
38
Bank of Nova Scotia
Ontario, Canada
$135M -$206M -899,315 -61%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$133M +$1.09M +4,782 +0.9%
Bank of America
40
Bank of America
North Carolina
$129M -$22.5M -98,189 -15%
Swiss National Bank
41
Swiss National Bank
Switzerland
$127M +$11.3M +49,300 +10%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$127M -$45.9M -200,316 -27%
UBS AM
43
UBS AM
Illinois
$125M +$6.83M +29,835 +6%
Morgan Stanley
44
Morgan Stanley
New York
$111M -$49.6M -216,460 -32%
Amundi
45
Amundi
France
$103M +$27.6M +120,568 +39%
PPA
46
Parametric Portfolio Associates
Washington
$101M +$5.47M +23,892 +6%
Capital Research Global Investors
47
Capital Research Global Investors
California
$100M +$916 +4 +0%
Mawer Investment Management
48
Mawer Investment Management
Alberta, Canada
$93.4M -$3.11M -13,578 -3%
Goldman Sachs
49
Goldman Sachs
New York
$91.7M +$10.2M +44,583 +13%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$88.5M -$1.48M -6,478 -2%