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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
Swiss National Bank
51
Swiss National Bank
Switzerland
$116M -$4.64M -19,600 -4%
RRAM
52
River Road Asset Management
Kentucky
$116M +$62M +261,916 +115%
SSA
53
Schonfeld Strategic Advisors
New York
$113M -$19.2M -81,340 -15%
Capital Research Global Investors
54
Capital Research Global Investors
California
$101M -$28.9K -122 -0%
Mawer Investment Management
55
Mawer Investment Management
Alberta, Canada
$97.1M -$4.77M -20,163 -5%
EC
56
Eminence Capital
New York
$95.9M -$61.9M -261,413 -39%
PPA
57
Parametric Portfolio Associates
Washington
$95.9M +$7.46M +31,521 +8%
Victory Capital Management
58
Victory Capital Management
Texas
$90.7M +$90.2M +381,152 +40,721%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$90.5M +$7.78M +32,854 +9%
GCM
60
Glenview Capital Management
New York
$86.2M -$111M -469,802 -56%
Goldman Sachs
61
Goldman Sachs
New York
$81.6M -$60.3M -254,881 -43%
CIC
62
Crawford Investment Counsel
Georgia
$80.4M +$298K +1,258 +0.4%
PCM
63
Prana Capital Management
Connecticut
$73.1M +$32.4M +136,698 +80%
Amundi
64
Amundi
France
$71.1M +$28.9M +122,014 +66%
RJA
65
Raymond James & Associates
Florida
$71.1M +$27.9M +118,095 +65%
First Trust Advisors
66
First Trust Advisors
Illinois
$70.9M +$522K +2,205 +0.7%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$70.1M -$3.84M -16,222 -5%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$67.7M -$2.16M -9,117 -3%
Deutsche Bank
69
Deutsche Bank
Germany
$67.6M -$970K -4,100 -1%
JIC
70
Johnson Investment Counsel
Ohio
$66M +$625K +2,643 +1%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$65.5M +$284K +1,198 +0.4%
Aviva
72
Aviva
United Kingdom
$65.2M -$11.6M -49,193 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
73
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$64.8M +$18.3M +77,400 +40%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$64.7M +$23.4M +98,804 +57%
ACA
75
Anchor Capital Advisors
Massachusetts
$64.1M -$2.03M -8,566 -3%

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.