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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
MC
426
Machina Capital
France
$309K +$308K +1,300 New
UCFA
427
United Capital Financial Advisors
Texas
$307K -$2.6K -11 -0.8%
AIM
428
Alhambra Investment Management
Florida
$299K
TAM
429
Trust Asset Management
Texas
$297K
MPM
430
MBB Public Markets
Illinois
$294K +$293K +1,236 New
SIM
431
Sentry Investment Management
Wisconsin
$289K
BSW
432
Buckingham Strategic Wealth
Missouri
$286K -$1.89K -8 -0.7%
TMAM
433
Tokio Marine Asset Management
Japan
$284K +$4.73K +20 +2%
GFP
434
Gryphon Financial Partners
Ohio
$283K -$45.7K -193 -14%
PFO
435
Pathstone Family Office
New Jersey
$281K +$19.6K +83 +8%
UAS
436
United Asset Strategies
New York
$274K -$71K -300 -21%
AC
437
Avestar Capital
New York
$272K +$30.5K +129 +13%
ERIC
438
Eagle Rock Investment Company
Georgia
$270K +$269K +1,135 New
Lazard Asset Management
439
Lazard Asset Management
New York
$269K +$70.5K +298 +35%
FTDI
440
First Trust Direct Indexing
Massachusetts
$268K +$12.5K +53 +5%
Federated Hermes
441
Federated Hermes
Pennsylvania
$268K +$175K +738 +188%
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$267K +$266K +1,125 New
MGP
443
Metis Global Partners
California
$267K +$266K +1,126 New
SP
444
Symmetry Partners
Connecticut
$265K
LC
445
Landaas & Company
Wisconsin
$264K
OQS
446
Occudo Quantitative Strategies
Florida
$262K +$261K +1,104 New
JFA
447
JNBA Financial Advisors
Minnesota
$261K -$18K -76 -6%
TSS
448
Two Sigma Securities
New York
$255K +$254K +1,075 New
NEGWA
449
New England Guild Wealth Advisors
Connecticut
$251K
B
450
Barings
North Carolina
$249K -$32.7K -138 -12%

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.