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Willis Towers Watson

580 hedge funds and large institutions have $27.1B invested in Willis Towers Watson in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 177 increasing their positions, 211 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $89.7M | Put options by funds: $30.2M

34% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 73

3% more funds holding

Funds holding: 562580 (+18)

1.59% more ownership

Funds ownership: 89.99%91.58% (+1.6%)

0% more capital invested

Capital invested by funds: $27B → $27.1B (+$67.3M)

16% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 211

21% less funds holding in top 10

Funds holding in top 10: 3931 (-8)

Holders
580
Holders Change
+18
Holders Change %
+3.2%
% of All Funds
8.93%
Holding in Top 10
31
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20.51%
% of All Funds
0.48%
New
98
Increased
177
Reduced
211
Closed
73
Calls
$89.7M
Puts
$30.2M
Net Calls
+$59.5M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
326
Telemetry Investments
New York
$997K -$118K -500 -11%
NB
327
Norinchukin Bank
Japan
$977K -$48.8K -206 -5%
HAIM
328
Hunter Associates Investment Management
Pennsylvania
$950K
KIG
329
Kowal Investment Group
Wisconsin
$943K +$940K +3,971 New
PHS
330
Pekin Hardy Strauss
Illinois
$900K -$121K -510 -12%
CIM
331
Confluence Investment Management
Missouri
$898K -$46.4K -196 -5%
OR
332
Olympiad Research
Connecticut
$890K
E
333
Ergoteles
New York
$887K +$884K +3,736 New
VPIM
334
Vanguard Personalized Indexing Management
California
$863K +$247K +1,042 +40%
Wealthfront Advisers
335
Wealthfront Advisers
California
$859K +$99.6K +421 +13%
Squarepoint
336
Squarepoint
New York
$852K -$5.54M -23,395 -87%
TC
337
Telemus Capital
Michigan
$847K -$29.6K -125 -3%
Macquarie Group
338
Macquarie Group
Australia
$837K -$388K -1,640 -32%
PAG
339
Private Advisor Group
New Jersey
$831K -$434K -1,835 -34%
V
340
Veritable
Delaware
$831K +$62K +262 +8%
KA
341
Kintegral Advisory
New York
$802K
KRSITF
342
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$793K -$15.4K -65 -2%
TA
343
Tiedemann Advisors
New York
$771K
GT
344
Glenmede Trust
Pennsylvania
$762K +$139K +586 +22%
Robeco Institutional Asset Management
345
Robeco Institutional Asset Management
Netherlands
$723K -$3.06M -12,944 -81%
FHB
346
First Hawaiian Bank
Hawaii
$723K +$319K +1,349 +80%
SPIA
347
Steward Partners Investment Advisory
New York
$715K +$218K +921 +44%
CAPTRUST Financial Advisors
348
CAPTRUST Financial Advisors
North Carolina
$713K +$28.6K +121 +4%
EI
349
Ethic Inc
New York
$706K +$196K +828 +39%
EAM
350
Evanson Asset Management
California
$690K

WTW Hedge Fund Activity: Q4 2021 in Review

580 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q4 2021, worth a combined $27.1B — up 0.25% from $27B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new WTW positions and 73 closed out — a net gain of 25 holders — while 177 added to existing stakes and 211 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $497M. The largest seller was Morgan Stanley, cutting an estimated $334M.

  • 580 institutional investors held Willis Towers Watson (WTW) as of Q4 2021, up from 562 in Q3 2021.
  • Funds reported $27.1B of Willis Towers Watson stock for Q4 2021, up 0.25% quarter-over-quarter.
  • 98 funds opened new Willis Towers Watson positions in Q4 2021 and 73 closed out, a net change of +25 holders.
  • The largest Willis Towers Watson buyer in Q4 2021 was Starboard Value, an estimated $497M added.
  • The largest Willis Towers Watson seller in Q4 2021 was Morgan Stanley, an estimated $334M sold.

Based on aggregated 13F filings for Q4 2021.