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Willis Towers Watson

492 hedge funds and large institutions have $24.1B invested in Willis Towers Watson in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 159 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 46

3% more funds holding

Funds holding: 480492 (+12)

6% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 159

4% more capital invested

Capital invested by funds: $23B → $24.1B (+$1.02B)

0.16% less ownership

Funds ownership: 92.79%92.63% (-0.16%)

10% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $31.6M

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
492
Holders Change
+12
Holders Change %
+2.5%
% of All Funds
9.69%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.26%
New
68
Increased
168
Reduced
159
Closed
46
Calls
$28.3M
Puts
$31.6M
Net Calls
-$3.27M
Net Calls Change
-$7.59M
Name Holding Trade Value Shares
Change
Change in
Stake
PIP
51
Permian Investment Partners
Texas
$77.6M -$52.2M -272,427 -41%
Westfield Capital Management
52
Westfield Capital Management
Massachusetts
$77M +$73M +381,167 New
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$69.9M +$2.63M +13,745 +4%
Wellington Management Group
54
Wellington Management Group
Massachusetts
$64.2M -$26.9M -140,323 -31%
TCM
55
TimesSquare Capital Management
New York
$62.1M +$59M +307,715 New
GC
56
Gillson Capital
Illinois
$61.4M +$3.29M +17,146 +6%
AI
57
Ariel Investments
Illinois
$54.6M -$656K -3,421 -1%
RCAMU
58
Rothschild & Co Asset Management US
Connecticut
$54.2M +$51.5M +268,631 New
PPA
59
Parametric Portfolio Associates
Washington
$54M +$7.88M +41,127 +18%
NSCM
60
New South Capital Management
Tennessee
$52.9M -$498K -2,596 -1%
CI Investments Inc
61
CI Investments Inc
Ontario, Canada
$52.6M -$1.72M -8,987 -3%
UBS Group
62
UBS Group
Switzerland
$52.2M +$14M +72,870 +39%
RJA
63
Raymond James & Associates
Florida
$51.9M -$1.19M -6,215 -2%
AAMU
64
Amundi Asset Management US
Massachusetts
$50M +$7.95M +41,493 +20%
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
$49.9M +$2.64M +13,767 +6%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$48.9M -$1.15M -6,000 -2%
Barclays
67
Barclays
United Kingdom
$47.8M +$14M +73,006 +45%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$47M +$3.59M +18,758 +9%
CC
69
Carlson Capital
Texas
$46.4M +$22.4M +116,975 +104%
AQR Capital Management
70
AQR Capital Management
Connecticut
$45.7M -$16.3M -85,130 -27%
DekaBank Deutsche Girozentrale
71
DekaBank Deutsche Girozentrale
Germany
$44.7M +$42.4M +221,472 New
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$42.5M -$941K -4,912 -2%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$41.5M +$1.43M +7,442 +4%
AllianceBernstein
74
AllianceBernstein
Tennessee
$41.4M -$1.36M -7,114 -3%
ACM
75
Argent Capital Management
Missouri
$40.8M -$592K -3,091 -2%