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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.

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 %
HWM
551
HighMark Wealth Management
Minnesota
$3K +$545 +2 +22%
SWA
552
Sutton Wealth Advisors
Florida
$2.38K – – –
EW
553
Evoke Wealth
California
$2K – – –
TF
554
Tompkins Financial
New York
$2K – – –
C
555
Covestor
United Kingdom
$2K +$2K +7 New
LWA
556
Lenox Wealth Advisors
New York
$2K +$2K +9 New
APA
557
American Portfolios Advisors
New York
$1.66K -$475 -2 -22%
HI
558
Harbour Investments
Wisconsin
$1K -$33.3K -100 -97%
HPC
559
HM Payson & Co
Maine
$1K – – –
CWC
560
Carolinas Wealth Consulting
North Carolina
$1K – – –
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$333 +1 +50%
NFG
562
Next Financial Group
Texas
$1K +$250 +1 +33%
NFSG
563
Newbridge Financial Services Group
Florida
$1K +$1K +3 New
CA
564
CoreCap Advisors
Michigan
$1K +$1K +3 New
SFM
565
Signet Financial Management
New Jersey
$1K +$1K +4 New
CCA
566
Column Capital Advisors
Indiana
$1K +$1K +4 New
SC
567
Sierra Capital
Florida
$1K +$1K +5 New
SCA
568
Snowden Capital Advisors
New York
$1K +$1K +6 New
CAC
569
Core Alternative Capital
Georgia
$1K +$1K +6 New
BBHC
570
Brown Brothers Harriman & Co
New York
$566 – – –
WA
571
WestEnd Advisors
North Carolina
$237 +$237 +1 New
FCM
572
Farallon Capital Management
California
– -$319M -1,373,000 Closed
UOC
573
UBS O'Connor
Illinois
– -$195M -836,998 Closed
SC
574
Sculptor Capital
New York
– -$124M -532,559 Closed
AAM
575
Alpine Associates Management
Florida
– -$62.1M -267,049 Closed
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