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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
Kovitz Investment Group Partners
176
Kovitz Investment Group Partners
Illinois
$5.12M +$88.7K +385 +2%
CWM
177
CIBC World Markets
New York
$5.11M +$1.77M +7,669 +55%
MWM
178
Moran Wealth Management
Florida
$5.04M -$151K -657 -3%
HNB
179
Huntington National Bank
Ohio
$4.75M +$16.4K +71 +0.4%
YCM
180
Yousif Capital Management
Michigan
$4.68M +$116K +505 +3%
TCCM
181
Timber Creek Capital Management
Massachusetts
$4.59M +$656K +2,848 +17%
Daiwa Securities Group
182
Daiwa Securities Group
Japan
$4.56M +$86K +373 +2%
OAM
183
Ostrum Asset Management
France
$4.45M -$36.9K -160 -0.8%
PI
184
PGGM Investments
Netherlands
$4.44M +$106K +461 +3%
DZ Bank
185
DZ Bank
Germany
$4.43M +$464K +2,012 +12%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.37M +$106K +461 +3%
UIM
187
USS Investment Management
United Kingdom
$4.31M
URS
188
Utah Retirement Systems
Utah
$4.31M -$207K -900 -5%
FGP
189
Foyston, Gordon, & Payne
Ontario, Canada
$4.21M +$1.06M +4,600 +35%
FAF
190
Första AP-fonden
Sweden
$4.17M -$737K -3,200 -15%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$4.17M +$8.3K +36 +0.2%
State of Tennessee, Department of Treasury
192
State of Tennessee, Department of Treasury
Tennessee
$4.1M
NYLIM
193
New York Life Investment Management
New York
$4.01M +$29.7K +129 +0.8%
Jacobs Levy Equity Management
194
Jacobs Levy Equity Management
New Jersey
$3.97M -$241K -1,045 -6%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$3.97M -$17.5K -76 -0.4%
First Trust Advisors
196
First Trust Advisors
Illinois
$3.81M -$786K -3,410 -17%
LPL Financial
197
LPL Financial
California
$3.8M +$202K +875 +6%
Financial Engines Advisors
198
Financial Engines Advisors
California
$3.79M +$113K +491 +3%
Allianz Asset Management
199
Allianz Asset Management
Germany
$3.79M -$1.86M -8,071 -33%
SG Americas Securities
200
SG Americas Securities
New York
$3.73M +$2.46M +10,694 +207%