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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
CA
101
Capitolis Advisors
New York
$35.9M +$35.8M +151,146 New
New York State Teachers Retirement System (NYSTRS)
102
New York State Teachers Retirement System (NYSTRS)
New York
$33.2M -$441K -1,865 -1%
ECM
103
Engine Capital Management
New York
$32.6M +$11.7M +49,450 +56%
NSCM
104
New South Capital Management
Tennessee
$32.6M -$377K -1,595 -1%
JP Morgan Chase
105
JP Morgan Chase
New York
$30.2M -$98.7M -417,009 -77%
CC
106
Carlson Capital
Texas
$30.1M -$3.24M -13,700 -10%
Canada Life
107
Canada Life
Manitoba, Canada
$28M -$1.4M -5,930 -5%
NMVA
108
New Mountain Vantage Advisers
New York
$27.1M +$27M +114,286 New
HP
109
Hosking Partners
United Kingdom
$26.9M -$511K -2,160 -2%
Prudential Financial
110
Prudential Financial
New Jersey
$25.5M +$156K +659 +0.6%
OCAM
111
Onex Canada Asset Management
Ontario, Canada
$25.4M +$4.53M +19,139 +22%
M&T Bank
112
M&T Bank
New York
$25.4M +$39.3K +166 +0.2%
ERSOT
113
Employees Retirement System of Texas
Texas
$25.2M +$1.99M +8,390 +9%
Balyasny Asset Management
114
Balyasny Asset Management
Illinois
$25M -$73.9M -312,338 -75%
MSV
115
MN Services Vermogensbeheer
Netherlands
$23.7M +$876K +3,700 +4%
BSCM
116
Berry Street Capital Management
United Kingdom
$23M +$2.22M +9,375 +11%
BC
117
Brookfield Corp
Ontario, Canada
$22.5M -$10.8M -45,462 -32%
Natixis Advisors
118
Natixis Advisors
Massachusetts
$22M +$11.4M +48,246 +109%
Point72 Asset Management
119
Point72 Asset Management
Connecticut
$20M -$104M -439,561 -84%
HGM
120
Highside Global Management
Texas
$19.8M -$2.13M -9,000 -10%
AC
121
Athos Capital
Hong Kong
$18.6M -$2.57M -10,850 -12%
WorldQuant Millennium Advisors
122
WorldQuant Millennium Advisors
New York
$18.1M -$15.5M -65,401 -46%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$17.8M -$14.9M -62,793 -46%
State of New Jersey Common Pension Fund D
124
State of New Jersey Common Pension Fund D
New Jersey
$17.6M -$159K -672 -0.9%
KC
125
Kellner Capital
New York
$17.5M -$6.74M -28,500 -28%

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.