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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
PA
476
Parallel Advisors
California
$159K +$11.8K +50 +8%
BDWM
477
Brewin Dolphin Wealth Management
Ireland
$147K
WTA
478
Washington Trust Advisors
Massachusetts
$142K +$141K +597 New
MAM
479
Meeder Asset Management
Ohio
$140K +$25.8K +109 +23%
UB
480
UMB Bank
Missouri
$140K +$139K +587 New
PCM
481
Penserra Capital Management
California
$136K +$26K +110 +24%
MIM
482
Meridiem Investment Management
United Kingdom
$134K
PP
483
PFS Partners
New Jersey
$109K +$108K +457 New
S
484
SignatureFD
Georgia
$103K +$19.4K +82 +23%
APP
485
Alpha Paradigm Partners
Illinois
$103K +$19.6K +83 +24%
QCG
486
Quadrant Capital Group
Ohio
$95K -$1.18K -5 -1%
IA
487
IFP Advisors
Florida
$78K
MC
488
Maverick Capital
Texas
$73K -$1.81M -7,644 -96%
GCM
489
Gables Capital Management
Florida
$54K
FA
490
Fortis Advisors
Pennsylvania
$51K +$50.6K +214 New
GWM
491
Geneos Wealth Management
Colorado
$47K
IRC
492
Investors Research Corp
Georgia
$36K
CT
493
Cambridge Trust
Massachusetts
$34K +$33.4K +141 New
AssetMark Inc
494
AssetMark Inc
California
$34K +$33.8K +143 New
LC
495
Lindbrook Capital
California
$33K -$237 -1 -0.7%
HWA
496
Heritage Wealth Advisors
Virginia
$33K
EI
497
Ellevest Inc
New York
$30K +$4.73K +20 +19%
GEA
498
Glen Eagle Advisors
New Jersey
$27.3K
FFA
499
Freedman Financial Associates
Massachusetts
$26K
SWM
500
Spire Wealth Management
Virginia
$24K +$10.9K +46 +84%

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.