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Willis Towers Watson

543 hedge funds and large institutions have $25.3B invested in Willis Towers Watson in 2020 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 168 increasing their positions, 210 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $8.74M

65% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 49

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

5% more funds holding

Funds holding: 516543 (+27)

2.12% more ownership

Funds ownership: 90.84%92.96% (+2.1%)

5% more capital invested

Capital invested by funds: $24.1B → $25.3B (+$1.16B)

20% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 210

Holders
543
Holders Change
+27
Holders Change %
+5.23%
% of All Funds
9.61%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
0.76%
New
81
Increased
168
Reduced
210
Closed
49
Calls
$17.7M
Puts
$8.74M
Net Calls
+$8.97M
Net Calls Change
-$889K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
476
Freedman Financial Associates
Massachusetts
$23K +$22.4K +109 New
AIL
477
AGF Investments LLC
Ontario, Canada
$21K -$5.76K -28 -22%
VCG
478
Vantage Consulting Group
Virginia
$21K +$21K +102 New
HIA
479
Harbor Investment Advisory
Maryland
$20K
CT
480
Caldwell Trust
Florida
$19.8K
TFIPS
481
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.9K +$16.5K +80 New
ZB
482
Zions Bancorporation
Utah
$16K -$4.94K -24 -24%
CCM
483
Cribstone Capital Management
Maine
$16K
HCM
484
Highlander Capital Management
New Jersey
$16K
GWS
485
Glassman Wealth Services
Virginia
$15K -$1.85K -9 -11%
SL
486
Savior LLC
Massachusetts
$15K
HR
487
Howe & Rusling
New York
$14K -$9.68K -47 -41%
TFO
488
Tarbox Family Office
California
$14K -$412 -2 -3%
EARNEST Partners
489
EARNEST Partners
Georgia
$14K
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$14K
FHA
491
First Horizon Advisors
Tennessee
$14K
JWM
492
Janiczek Wealth Management
Colorado
$13K +$8.85K +43 +253%
FTDI
493
First Trust Direct Indexing
Massachusetts
$13K +$13K +63 New
CCA
494
Childress Capital Advisors
Texas
$12K +$11.9K +58 New
APA
495
American Portfolios Advisors
New York
$10.5K -$494K -2,398 -98%
SFSIG
496
San Francisco Sentry Investment Group
California
$10K -$412 -2 -4%
AIG
497
American International Group
New York
$9.42K -$347K -1,683 -4%
AFS
498
Annapolis Financial Services
Maryland
$9K +$8.44K +41 New
FHC
499
First Horizon Corporation
Tennessee
$8K -$1.03K -5 -11%
GAM
500
Gemmer Asset Management
California
$8K +$3.5K +17 +77%