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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
RP
501
Repertoire Partners
New York
$24K +$23.7K +100 New
Manulife (Manufacturers Life Insurance)
502
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.4K -$7.85M -33,159 -26%
HIA
503
Harbor Investment Advisory
Maryland
$22K
EWA
504
EverSource Wealth Advisors
Alabama
$22K +$21.8K +92 New
AWA
505
Amplius Wealth Advisors
Pennsylvania
$22K +$22K +93 New
FMII
506
Farmers & Merchants Investments Inc
Nebraska
$20K
TCOV
507
Trust Company of Vermont
Vermont
$20K +$19.9K +84 New
CCM
508
Cribstone Capital Management
Maine
$18K
HCM
509
Highlander Capital Management
New Jersey
$18K
Optiver Holding
510
Optiver Holding
Netherlands
$18K
SWA
511
SOA Wealth Advisors
New York
$17K
EARNEST Partners
512
EARNEST Partners
Georgia
$16K
ZB
513
Zions Bancorporation
Utah
$16K +$6.86K +29 +76%
NIC
514
Northwest Investment Counselors
Oregon
$16K +$15.6K +66 New
EBA
515
Eagle Bay Advisors
New York
$15K -$11.6K -49 -43%
TFM
516
TFC Financial Management
Massachusetts
$15K +$15.4K +65 New
JWM
517
Janiczek Wealth Management
Colorado
$14K
TFO
518
Tarbox Family Office
California
$14K
AF
519
Allworth Financial
California
$13K
TWA
520
TCI Wealth Advisors
Arizona
$13K +$1.18K +5 +10%
FF
521
FourThought Financial
Florida
$12K
SC
522
SouthState Corp
Florida
$12K
HR
523
Howe & Rusling
New York
$11K +$2.37K +10 +26%
MCM
524
MV Capital Management
Maryland
$11K +$4.02K +17 +57%
SC
525
Seldon Capital
California
$11K +$11.1K +47 New

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.