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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$163M
2
FCM
Farallon Capital Management
California
$0
3
Millennium Management
Millennium Management
New York
$37.4M
4
Nomura Holdings
Nomura Holdings
Japan
$7.39M
5
UOC
UBS O'Connor
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
501
EverSource Wealth Advisors
Alabama
$22K +$22K +92 New
AWA
502
Amplius Wealth Advisors
Pennsylvania
$22K +$22K +93 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$20K – – –
TCOV
504
Trust Company of Vermont
Vermont
$20K +$20K +84 New
HCM
505
Highlander Capital Management
New Jersey
$18K – – –
CCM
506
Cribstone Capital Management
Maine
$18K – – –
Optiver Holding
507
Optiver Holding
Netherlands
$18K – – –
SWA
508
SOA Wealth Advisors
New York
$17K – – –
EARNEST Partners
509
EARNEST Partners
Georgia
$16K – – –
ZB
510
Zions Bancorporation
Utah
$16K +$6.93K +29 +76%
NIC
511
Northwest Investment Counselors
Oregon
$16K +$16K +66 New
EBA
512
Eagle Bay Advisors
New York
$15K -$11.3K -49 -43%
TFM
513
TFC Financial Management
Massachusetts
$15K +$15K +65 New
JWM
514
Janiczek Wealth Management
Colorado
$14K – – –
TFO
515
Tarbox Family Office
California
$14K – – –
AF
516
Allworth Financial
California
$13K – – –
TWA
517
TCI Wealth Advisors
Arizona
$13K +$1.16K +5 +10%
SC
518
SouthState Corp
Florida
$12K – – –
FF
519
FourThought Financial
Florida
$12K – – –
HR
520
Howe & Rusling
New York
$11K +$2.29K +10 +26%
MCM
521
MV Capital Management
Maryland
$11K +$3.98K +17 +57%
SC
522
Seldon Capital
California
$11K +$11K +47 New
AFS
523
Annapolis Financial Services
Maryland
$10K – – –
PCG
524
Private Capital Group
Connecticut
$10K – – –
FHA
525
First Horizon Advisors
Tennessee
$9K -$13.6K -65 -60%
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