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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
FCM
2
Farallon Capital Management
California
$0
3
Millennium Management
3
Millennium Management
New York
$37.4M
4
Nomura Holdings
4
Nomura Holdings
Japan
$7.39M
5
UOC
5
UBS O'Connor
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
451
Bridgefront Capital
Texas
$240K +$240K +1,012 New
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$237K – – –
CI
453
Conning Inc
Connecticut
$235K -$14.5K -61 -6%
DT
454
Diversified Trust
Tennessee
$234K -$96K -405 -29%
GAM
455
Garrison Asset Management
Arkansas
$221K – – –
AWM
456
Apollon Wealth Management
South Carolina
$219K +$219K +925 New
HI
457
Horizon Investments
North Carolina
$217K +$217K +912 New
4WM
458
44 Wealth Management
Oregon
$215K +$215K +905 New
SOW
459
State of Wyoming
Wyoming
$214K +$176K +742 +467%
CAN
460
Cetera Advisor Networks
California
$213K +$213K +896 New
DU
461
Delphia (USA)
Ontario, Canada
$213K +$213K +897 New
IC
462
Inscription Capital
Texas
$210K – – –
FFM
463
Forum Financial Management
Illinois
$210K +$210K +886 New
ST
464
Sentinel Trust
Texas
$209K +$209K +878 New
DCM
465
Dupont Capital Management
Delaware
$208K +$208K +876 New
MG
466
Mather Group
Illinois
$205K +$205K +864 New
EN1L
467
Engine No 1 LLC
California
$203K +$203K +853 New
SCM
468
Shelton Capital Management
Colorado
$200K +$200K +841 New
William Blair Investment Management
469
William Blair Investment Management
Illinois
$200K +$200K +844 New
TCWM
470
Total Clarity Wealth Management
Illinois
$198K – – –
APF
471
Alaska Permanent Fund
Alaska
$175K +$175K +750 New
CCM
472
Copeland Capital Management
Pennsylvania
$163K +$138K +578 +540%
PA
473
Parallel Advisors
California
$159K +$11.9K +50 +8%
BDWM
474
Brewin Dolphin Wealth Management
Ireland
$147K – – –
WTA
475
Washington Trust Advisors
Massachusetts
$142K +$142K +597 New
17 18
19
20 21