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Willis Towers Watson
WTW

Overview Fund Activity

577 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 175 increasing their positions, 211 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
577
Holders Change
+18
Holders Change %
+3.22%
% of All Funds
8.91%
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
175
Reduced
211
Closed
73
Calls
$89.7M
Puts
$30.2M
Net Calls
+$59.5M
Net Calls Change
-$228M

Top Buyers

1
SV
Starboard Value
New York
$499M
2
Artisan Partners
Artisan Partners
Wisconsin
$494M
3
Harris Associates
Harris Associates
Illinois
$392M
4
BlackRock
BlackRock
New York
$2.59B
5
Ameriprise
Ameriprise
Minnesota
$245M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$163M
2
FCM
Farallon Capital Management
California
$0
3
Millennium Management
Millennium Management
New York
$37.4M
4
Nomura Holdings
Nomura Holdings
Japan
$7.39M
5
UOC
UBS O'Connor
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
326
Kowal Investment Group
Wisconsin
$943K +$943K +3,971 New
PHS
327
Pekin Hardy Strauss
Illinois
$900K -$121K -510 -12%
CIM
328
Confluence Investment Management
Missouri
$898K -$46.5K -196 -5%
OR
329
Olympiad Research
Connecticut
$890K – – –
E
330
Ergoteles
New York
$887K +$887K +3,736 New
VPIM
331
Vanguard Personalized Indexing Management
California
$863K +$248K +1,042 +40%
Wealthfront Advisers
332
Wealthfront Advisers
California
$859K +$100K +421 +13%
Squarepoint
333
Squarepoint
New York
$852K -$5.56M -23,395 -87%
TC
334
Telemus Capital
Michigan
$847K -$29.7K -125 -3%
Macquarie Group
335
Macquarie Group
Australia
$837K -$389K -1,640 -32%
PAG
336
Private Advisor Group
New Jersey
$831K -$436K -1,835 -34%
V
337
Veritable
Delaware
$831K +$62.3K +262 +8%
KA
338
Kintegral Advisory
New York
$802K – – –
KRSITF
339
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$793K -$15.4K -65 -2%
TA
340
Tiedemann Advisors
New York
$771K – – –
GT
341
Glenmede Trust
Pennsylvania
$762K +$139K +586 +22%
Robeco Institutional Asset Management
342
Robeco Institutional Asset Management
Netherlands
$723K -$3.07M -12,944 -81%
FHB
343
First Hawaiian Bank
Hawaii
$723K +$321K +1,349 +80%
SPIA
344
Steward Partners Investment Advisory
New York
$715K +$219K +921 +44%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$713K +$28.8K +121 +4%
EI
346
Ethic Inc
New York
$706K +$197K +828 +39%
EAM
347
Evanson Asset Management
California
$690K – – –
VA
348
Valmark Advisers
Ohio
$686K +$686K +2,887 New
CI
349
Cigna Investments
Connecticut
$680K -$262K -1,103 -28%
KWA
350
KCS Wealth Advisory
California
$668K +$26.6K +112 +4%
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14
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