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Willis Towers Watson

579 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

0% less capital invested

Capital invested by funds: $22.9B → $22.8B (-$50.2M)

2.74% less ownership

Funds ownership: 94.06%91.32% (-2.7%)

4% less funds holding

Funds holding: 606579 (-27)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 240

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
579
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
9.09%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
181
Reduced
240
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Southpoint Capital Advisors
New York
$177M -$23M -100,000 -12%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$171M -$3.48M -15,081 -2%
Morgan Stanley
28
Morgan Stanley
New York
$160M +$2.93M +12,728 +2%
UBS AM
29
UBS AM
Illinois
$155M
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$140M +$6.81M +29,572 +5%
CVA
31
Ceredex Value Advisors
Florida
$135M +$11.3M +49,164 +9%
Charles Schwab
32
Charles Schwab
California
$133M -$343K -1,489 -0.3%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$129M -$2.9M -12,568 -2%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$126M -$3.04M -13,198 -2%
SV
35
Starboard Value
New York
$120M -$302M -1,310,517 -72%
Capital Research Global Investors
36
Capital Research Global Investors
California
$100M +$50.7K +220 +0.1%
Goldman Sachs
37
Goldman Sachs
New York
$92.2M -$25.4M -110,128 -22%
Swiss National Bank
38
Swiss National Bank
Switzerland
$90.6M -$10.4M -45,000 -10%
RRAM
39
River Road Asset Management
Kentucky
$81.9M -$423K -1,836 -0.5%
CIC
40
Crawford Investment Counsel
Georgia
$75.6M +$383K +1,661 +0.5%
Mawer Investment Management
41
Mawer Investment Management
Alberta, Canada
$72.3M -$1.25M -5,444 -2%
Amundi
42
Amundi
France
$72M +$10.5M +45,614 +17%
JIC
43
Johnson Investment Counsel
Ohio
$67.9M -$2.3K -10 -0%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$67.6M -$13.2M -57,152 -17%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$67.5M -$25.4M -110,239 -28%
Barclays
46
Barclays
United Kingdom
$67.2M +$34M +147,736 +107%
TSW
47
Thompson Siegel & Walmsley
Virginia
$62M +$7.59M +32,943 +14%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$61.9M +$7.34M +31,833 +14%
Bank of America
49
Bank of America
North Carolina
$60.7M -$32.2M -139,923 -35%
PCM
50
Prana Capital Management
Connecticut
$60.3M +$29.1M +126,262 +97%