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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
Handelsbanken Fonder
201
Handelsbanken Fonder
Sweden
$3.72M +$312K +1,355 +9%
AQR Capital Management
202
AQR Capital Management
Connecticut
$3.72M +$470K +2,041 +15%
MOACM
203
Mutual of America Capital Management
New York
$3.61M +$7.37K +32 +0.2%
ANTB
204
AMG National Trust Bank
Colorado
$3.6M -$35.5K -154 -1%
X
205
Xponance
Pennsylvania
$3.58M +$410K +1,779 +13%
Stifel Financial
206
Stifel Financial
Missouri
$3.55M -$1.91M -8,300 -35%
Creative Planning
207
Creative Planning
Kansas
$3.46M +$43.8K +190 +1%
Mirae Asset Global Investments
208
Mirae Asset Global Investments
South Korea
$3.43M -$92.4K -401 -3%
SC
209
Savant Capital
Illinois
$3.14M +$2.87M +12,471 +1,432%
SOADOR
210
State of Alaska Department of Revenue
Alaska
$3.11M -$351K -1,521 -10%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$3.09M +$240K +1,040 +9%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$3.08M -$48.4K -210 -2%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$3.07M -$288K -1,249 -9%
US Bancorp
214
US Bancorp
Minnesota
$3.07M -$86.2K -374 -3%
MPAM
215
Murphy Pohlad Asset Management
Minnesota
$3.05M +$69.1K +300 +2%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$3.02M +$51.6K +224 +2%
SWM
217
Sendero Wealth Management
Texas
$3.01M +$598K +2,593 +25%
Neuberger Berman Group
218
Neuberger Berman Group
New York
$3.01M -$119K -517 -4%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$3M +$27K +117 +0.9%
AIM
220
Achmea Investment Management
Netherlands
$3M +$455K +1,973 +18%
CNB
221
Czech National Bank
Czech Republic
$2.97M +$4.38K +19 +0.2%
Truist Financial
222
Truist Financial
North Carolina
$2.84M -$46.5K -202 -2%
YCM
223
Yakira Capital Management
Connecticut
$2.81M +$461K +2,000 +20%
CA
224
Callahan Advisors
Texas
$2.8M +$348K +1,510 +15%
NAM
225
Nissay Asset Management
Japan
$2.78M -$83K -360 -3%