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Willis Towers Watson

516 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2020 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 178 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

787% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $1.25M

36% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 47

12% more funds holding in top 10

Funds holding in top 10: 3337 (+4)

3% more funds holding

Funds holding: 502516 (+14)

3% more capital invested

Capital invested by funds: $23.4B → $24.1B (+$707M)

0.83% less ownership

Funds ownership: 91.67%90.84% (-0.83%)

5% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 187

Holders
516
Holders Change
+14
Holders Change %
+2.79%
% of All Funds
10.41%
Holding in Top 10
37
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.12%
% of All Funds
0.75%
New
64
Increased
178
Reduced
187
Closed
47
Calls
$11.1M
Puts
$1.25M
Net Calls
+$9.86M
Net Calls Change
+$6.44M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
476
Tarbox Family Office
California
$14K
FHA
477
First Horizon Advisors
Tennessee
$14K +$13.9K +68 New
SFSIG
478
San Francisco Sentry Investment Group
California
$10K
SIAS
479
Shine Investment Advisory Services
Colorado
$9K
IAS
480
IMA Advisory Services
Colorado
$9K +$3.67K +18 +69%
FHC
481
First Horizon Corporation
Tennessee
$9K +$8.98K +44 New
VCM
482
Versant Capital Management
Arizona
$7K
WPA
483
West Paces Advisors
Georgia
$6.47K -$15.5K -76 -71%
AF
484
Advisornet Financial
Minnesota
$6K
AA
485
Advisory Alpha
Michigan
$6K +$5.51K +27 New
CFA
486
Carroll Financial Associates
North Carolina
$5K -$53.7K -263 -92%
FMP
487
Financial Management Professionals
Texas
$5K
GAM
488
Gemmer Asset Management
California
$5K
IFAM
489
Institutional & Family Asset Management
Colorado
$5K
PFGIA
490
Patriot Financial Group Insurance Agency
Massachusetts
$5K
ST
491
Smithfield Trust
Pennsylvania
$5K
EWA
492
Evolution Wealth Advisors
Florida
$4K
PW
493
Price Wealth
Texas
$4K
WTC
494
WhitTier Trust Company
Nevada
$4K
JCM
495
Jacobi Capital Management
Pennsylvania
$4K +$2.04K +10 +125%
JWM
496
Janiczek Wealth Management
Colorado
$4K +$3.47K +17 New
EW
497
Evoke Wealth
California
$3K -$817 -4 -21%
CFD
498
Creative Financial Designs
Indiana
$3K
HWM
499
HighMark Wealth Management
Minnesota
$3K
NFG
500
Next Financial Group
Texas
$3K +$2.45K +12 New