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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
VA
351
Valmark Advisers
Ohio
$686K +$683K +2,887 New
CI
352
Cigna Investments
Connecticut
$680K -$261K -1,103 -28%
KWA
353
KCS Wealth Advisory
California
$668K +$26.5K +112 +4%
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$667K
DC
355
Dryden Capital
Florida
$641K +$639K +2,700 New
TAM
356
Tocqueville Asset Management
New York
$632K +$27.2K +115 +5%
KAS
357
Kestra Advisory Services
Texas
$628K +$201K +850 +47%
MS
358
Maven Securities
Jersey
$614K -$609K -2,574 -50%
TU
359
TDAM USA
Ontario, Canada
$607K -$3.08K -13 -0.5%
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$594K +$192K +810 +48%
AP
361
Advisor Partners
California
$576K +$23K +97 +4%
FPA
362
First Pacific Advisors
California
$570K +$346K +1,460 +155%
DTL
363
Dynamic Technology Lab
Singapore
$568K +$566K +2,393 New
NEI
364
Northwest & Ethical Investments
Ontario, Canada
$555K +$553K +2,338 New
SAM
365
Seelaus Asset Management
New Jersey
$555K +$553K +2,335 New
Arrowstreet Capital
366
Arrowstreet Capital
Massachusetts
$547K -$20.9M -88,218 -97%
VAS
367
Vestmark Advisory Solutions
Massachusetts
$545K +$123K +521 +29%
AAM
368
Aureus Asset Management
Massachusetts
$534K
American Century Companies
369
American Century Companies
Missouri
$532K +$90.6K +383 +21%
RIM
370
Redpoint Investment Management
Australia
$530K
SCM
371
Stevens Capital Management
Pennsylvania
$522K +$520K +2,198 New
ASN
372
Advisory Services Network
Georgia
$515K +$33.1K +140 +7%
BCI
373
Brinker Capital Investments
Pennsylvania
$510K +$174K +736 +52%
IRF
374
IBM Retirement Fund
New York
$508K -$352K -1,489 -41%
IA
375
IndexIQ Advisors
New York
$508K -$18.5K -78 -4%

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.