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Willis Towers Watson

548 hedge funds and large institutions have $24.8B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $31.3M

2.46% less ownership

Funds ownership: 91.58%89.13% (-2.5%)

6% less funds holding

Funds holding: 580548 (-32)

8% less capital invested

Capital invested by funds: $27.1B → $24.8B (-$2.3B)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 219

27% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 93

42% less funds holding in top 10

Funds holding in top 10: 3118 (-13)

Holders
548
Holders Change
-32
Holders Change %
-5.52%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
219
Closed
93
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
501
Prospera Financial Services
Texas
$12K +$11.7K +51 New
SC
502
Seldon Capital
California
$11K
AFS
503
Annapolis Financial Services
Maryland
$10K
MWM
504
Mascoma Wealth Management
New Hampshire
$10K +$9.85K +43 New
HR
505
Howe & Rusling
New York
$9K -$2.29K -10 -21%
MCM
506
MV Capital Management
Maryland
$9K -$2.06K -9 -19%
PWMG
507
Prestige Wealth Management Group
New Jersey
$9K +$3.21K +14 +56%
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$8K +$3.21K +14 +70%
FMP
509
Financial Management Professionals
Texas
$7K +$916 +4 +15%
QC
510
Quent Capital
New York
$7K +$2.98K +13 +76%
AF
511
Advisornet Financial
Minnesota
$6K
ST
512
Smithfield Trust
Pennsylvania
$6K
FAG
513
Fortitude Advisory Group
Washington
$6K +$916 +4 +20%
CI
514
Cordant Inc
Oregon
$6K +$5.95K +26 New
PCG
515
Private Capital Group
Connecticut
$5K -$5.04K -22 -54%
IFAM
516
Institutional & Family Asset Management
Colorado
$5K
EW
517
Evoke Wealth
California
$5K +$2.52K +11 +122%
T
518
TCWP
Ohio
$5K +$5.5K +24 New
ACA
519
Atlas Capital Advisors
Wyoming
$4.47K -$2.06K -9 -31%
FPS
520
Fieldpoint Private Securities
Connecticut
$4K
SC
521
Schubert & Co
Texas
$4K
WPA
522
West Paces Advisors
Georgia
$3.54K
HWM
523
HighMark Wealth Management
Minnesota
$3K
MA
524
MCF Advisors
Kentucky
$3K
VCM
525
Versant Capital Management
Arizona
$3K