We are live on ! Find out more
WTW icon

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
VCM
501
Versant Capital Management
Arizona
$7K
ICP
502
Interchange Capital Partners
Pennsylvania
$7K +$7.62K +37 New
WPA
503
West Paces Advisors
Georgia
$6.53K
Walleye Capital
504
Walleye Capital
New York
$6.32K +$2.57M +12,500 +71%
AF
505
Advisornet Financial
Minnesota
$6K
JWA
506
JFS Wealth Advisors
Pennsylvania
$6K +$5.76K +28 New
SIA
507
SkyView Investment Advisors
New Jersey
$6K +$5.97K +29 New
AssetMark Inc
508
AssetMark Inc
California
$5K -$14.8K -72 -77%
PWMG
509
Prestige Wealth Management Group
New Jersey
$5K -$14.4K -70 -74%
IAS
510
IMA Advisory Services
Colorado
$5K -$3.71K -18 -41%
FMP
511
Financial Management Professionals
Texas
$5K
IFAM
512
Institutional & Family Asset Management
Colorado
$5K
PFGIA
513
Patriot Financial Group Insurance Agency
Massachusetts
$5K
ST
514
Smithfield Trust
Pennsylvania
$5K
JCM
515
Jacobi Capital Management
Pennsylvania
$5K +$1.03K +5 +28%
EWA
516
Evolution Wealth Advisors
Florida
$4K
WTC
517
WhitTier Trust Company
Nevada
$4K
FPS
518
Fieldpoint Private Securities
Connecticut
$4K +$3.5K +17 New
PFO
519
Pathstone Family Office
New Jersey
$4K +$4.12K +20 New
CFA
520
Carroll Financial Associates
North Carolina
$3K -$1.44K -7 -29%
CFD
521
Creative Financial Designs
Indiana
$3K
EW
522
Evoke Wealth
California
$3K
HWM
523
HighMark Wealth Management
Minnesota
$3K
NFG
524
Next Financial Group
Texas
$3K +$206 +1 +8%
SWA
525
SOA Wealth Advisors
New York
$3K +$3.5K +17 New