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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
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$3K -$2.49K -13 -43%
HNB
477
Huntington National Bank
Ohio
$2K -$1.73K -9 -47%
VCM
478
Versant Capital Management
Arizona
$2K -$958 -5 -26%
EIP
479
Ellis Investment Partners
Pennsylvania
$2K
GAM
480
Gemmer Asset Management
California
$2K
PWP
481
Personal Wealth Partners
Minnesota
$2K
WCG
482
Weaver Consulting Group
California
$2K
SMFS
483
Squar Milner Financial Services
California
$2K +$2.68K +14 New
AWA
484
Arkadios Wealth Advisors
Georgia
$1.92K +$1.73K +9 New
GEA
485
Glen Eagle Advisors
New Jersey
$1.41K
BL
486
Balentine LLC
Georgia
$1K
FPFS
487
First Personal Financial Services
North Carolina
$1K
PFGIA
488
Patriot Financial Group Insurance Agency
Massachusetts
$1K
WCM
489
Wealthcare Capital Management
Virginia
$1K +$958 +5 New
PGAM
490
Princeton Global Asset Management
New Jersey
$13 +$12.5K +65 New
SCA
491
Southpoint Capital Advisors
New York
-$96.5M -500,000 Closed
SCP
492
Syntal Capital Partners
Texas
-$21.7M -447,714 Closed
Squarepoint
493
Squarepoint
New York
-$18.2M -94,410 Closed
PI
494
PGGM Investments
Netherlands
-$14.8M -76,776 Closed
DBG
495
De Burlo Group
Massachusetts
-$10.7M -55,600 Closed
Royal London Asset Management
496
Royal London Asset Management
United Kingdom
-$9.48M -49,154 Closed
PFMOSF
497
Philadelphia Financial Management of San Francisco
California
-$6.12M -31,714 Closed
TEE
498
Tibra Equities Europe
United Kingdom
-$5.02M -26,000 Closed
EGM
499
Engineers Gate Manager
New York
-$4.83M -25,035 Closed
UFF
500
USA Financial Formulas
Michigan
-$4.74M -24,744 -100%