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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
CVA
26
Ceredex Value Advisors
Florida
$267M +$34.8M +147,111 +15%
ACM
27
Abrams Capital Management
Massachusetts
$254M -$5.98M -25,256 -2%
Ameriprise
28
Ameriprise
Minnesota
$245M +$233M +982,904 +1,515%
Viking Global Investors
29
Viking Global Investors
Connecticut
$229M -$46.7M -197,521 -17%
N
30
Nuveen
North Carolina
$214M +$18.9M +79,838 +10%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$213M -$51.4M -217,266 -20%
Legal & General Group
32
Legal & General Group
United Kingdom
$193M -$10.8M -45,440 -5%
Adage Capital Partners
33
Adage Capital Partners
Massachusetts
$179M -$68.4M -288,886 -28%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$175M +$120M +505,603 +219%
LCM
35
Laurion Capital Management
New York
$173M -$61.8M -261,337 -26%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$167M -$4.62M -19,510 -3%
Morgan Stanley
37
Morgan Stanley
New York
$163M -$334M -1,409,474 -67%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$162M -$60.7M -256,583 -27%
SCA
39
Southpoint Capital Advisors
New York
$160M +$5.92M +25,000 +4%
MAM
40
Melqart Asset Management
United Kingdom
$157M -$50.5M -213,350 -24%
Bank of America
41
Bank of America
North Carolina
$153M +$10.1M +42,469 +7%
WIC
42
Water Island Capital
New York
$139M +$139M +585,714 New
Charles Schwab
43
Charles Schwab
California
$139M -$242K -1,023 -0.2%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$137M -$2.58M -10,915 -2%
Fidelity International
45
Fidelity International
Bermuda
$134M +$1.18M +5,000 +0.9%
DKCM
46
Davidson Kempner Capital Management
New York
$133M -$61.6M -260,332 -32%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$133M +$324K +1,368 +0.2%
BAM
48
Burgundy Asset Management
Ontario, Canada
$120M -$12.6M -53,296 -10%
UBS AM
49
UBS AM
Illinois
$119M +$361K +1,524 +0.3%
Grantham, Mayo, Van Otterloo & Co (GMO)
50
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$118M -$67.4M -284,634 -36%

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.