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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
C
526
Covestor
United Kingdom
$3K +$687 +3 +43%
BHWM
527
Beaird Harris Wealth Management
Texas
$3K +$2.75K +12 New
DI
528
Disciplined Investments
Oklahoma
$3K +$2.75K +12 New
GKIM
529
GW&K Investment Management
Massachusetts
$3K +$2.98K +13 New
WT
530
Washington Trust
Rhode Island
$3K +$3.21K +14 New
SWA
531
Sutton Wealth Advisors
Florida
$2.83K +$458 +2 +20%
APA
532
American Portfolios Advisors
New York
$2.83K +$1.15K +5 +71%
TWC
533
TD Waterhouse Canada
Ontario, Canada
$2.61K -$1.37K -6 -35%
TF
534
Tompkins Financial
New York
$2K
OLVIG
535
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$1.6K +7 New
MCM
536
Manchester Capital Management
Vermont
$2K +$1.83K +8 New
Macquarie Group
537
Macquarie Group
Australia
$1.08K +$235K +1,028 +29%
HPC
538
HM Payson & Co
Maine
$1K
PFGIA
539
Patriot Financial Group Insurance Agency
Massachusetts
$1K
AWM
540
Atticus Wealth Management
Florida
$1K +$687 +3 New
GRP
541
Global Retirement Partners
California
$1K +$687 +3 New
SIC
542
SJS Investment Consulting
Ohio
$1K +$687 +3 New
CAL
543
Capital Advisors Ltd
Ohio
$1K +$916 +4 +200%
PPW
544
Parcion Private Wealth
Washington
$1K +$3.61M +15,773 New
Viking Global Investors
545
Viking Global Investors
Connecticut
-$229M -962,328 Closed
LCM
546
Laurion Capital Management
New York
-$173M -730,463 Closed
WIC
547
Water Island Capital
New York
-$139M -585,714 Closed
DKCM
548
Davidson Kempner Capital Management
New York
-$133M -561,119 Closed
EC
549
Eminence Capital
New York
-$95.9M -403,996 Closed
GCM
550
Glenview Capital Management
New York
-$86.2M -362,996 Closed