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Willis Towers Watson

579 hedge funds and large institutions have $22.8B invested in Willis Towers Watson in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 181 increasing their positions, 240 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $32.7M

0% less capital invested

Capital invested by funds: $22.9B → $22.8B (-$50.2M)

2.74% less ownership

Funds ownership: 94.06%91.32% (-2.7%)

4% less funds holding

Funds holding: 606579 (-27)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

25% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 240

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
579
Holders Change
-27
Holders Change %
-4.46%
% of All Funds
9.09%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
42
Increased
181
Reduced
240
Closed
68
Calls
$64.8M
Puts
$32.7M
Net Calls
+$32.2M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Aviva
51
Aviva
United Kingdom
$60.2M -$5.12M -22,223 -8%
BGIM
52
Brandywine Global Investment Management
Pennsylvania
$58.5M -$3.04M -13,189 -5%
Deutsche Bank
53
Deutsche Bank
Germany
$56.7M -$1.65M -7,156 -3%
PL
54
Perpetual Ltd
Australia
$51.8M +$3.95M +17,138 +8%
ACA
55
Anchor Capital Advisors
Massachusetts
$50.2M -$1.81M -7,853 -4%
Ensign Peak Advisors
56
Ensign Peak Advisors
Utah
$49.5M -$3.79M -16,465 -7%
CA
57
Cortland Associates
Missouri
$49.3M -$2.21M -9,593 -4%
Robeco Institutional Asset Management
58
Robeco Institutional Asset Management
Netherlands
$48.9M +$3.23M +13,997 +7%
CS
59
Credit Suisse
Switzerland
$48.4M -$864K -3,749 -2%
UBS Group
60
UBS Group
Switzerland
$48.4M +$11.6M +50,429 +33%
BIP
61
Brandes Investment Partners
California
$47.3M +$5.28M +22,896 +13%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$47M +$843K +3,656 +2%
Man Group
63
Man Group
United Kingdom
$45.8M +$44.8M +194,552 New
JP Morgan Chase
64
JP Morgan Chase
New York
$45.1M +$16.3M +70,715 +59%
RJA
65
Raymond James & Associates
Florida
$44.4M -$14.7M -63,894 -25%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$41M -$1.63M -7,053 -4%
BAMCO Inc
67
BAMCO Inc
New York
$40.9M -$8.07K -35 -0%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$40.8M +$3.47M +15,061 +10%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
69
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$36.1M -$25M -108,400 -41%
WA
70
Whitebox Advisors
Minnesota
$35.4M +$2.95M +12,812 +9%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$34.5M -$221K -957 -0.6%
SSA
72
Schonfeld Strategic Advisors
New York
$34.4M +$11.6M +50,205 +52%
SEI Investments
73
SEI Investments
Pennsylvania
$31.4M -$61.8K -268 -0.2%
Principal Financial Group
74
Principal Financial Group
Iowa
$31M -$1.01M -4,381 -3%
CI Investments Inc
75
CI Investments Inc
Ontario, Canada
$30M -$1.63M -7,089 -5%