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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$17.2M -$1.6M -6,743 -9%
WAM
127
Westport Asset Management
Connecticut
$16.4M
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$16.2M -$616K -2,601 -4%
Two Sigma Advisers
129
Two Sigma Advisers
New York
$15.9M -$75.7M -319,800 -83%
AT
130
AMF Tjänstepension
Sweden
$15.9M -$4.39M -18,537 -22%
Rafferty Asset Management
131
Rafferty Asset Management
New York
$15.6M +$899K +3,798 +6%
Diamond Hill Capital Management
132
Diamond Hill Capital Management
Ohio
$15.3M +$105K +444 +0.7%
Qube Research & Technologies (QRT)
133
Qube Research & Technologies (QRT)
United Kingdom
$15.1M +$15.1M +63,623 New
PAMS
134
Pictet Asset Management (Switzerland)
Switzerland
$15.1M -$846K -3,574 -5%
CTA
135
Chesley Taft & Associates
Illinois
$15M +$327K +1,380 +2%
CC
136
Clearline Capital
New York
$14.7M +$18.9K +80 +0.1%
BHMP
137
Bardin Hill Management Partners
New York
$14.3M -$18.7M -79,007 -57%
Swedbank
138
Swedbank
Sweden
$14.3M -$3.29M -13,912 -19%
SAM
139
Storebrand Asset Management
Norway
$14.1M +$382K +1,616 +3%
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$14.1M -$11.8M -49,880 -46%
Asset Management One
141
Asset Management One
Japan
$14.1M -$39.3K -166 -0.3%
Mitsubishi UFJ Asset Management
142
Mitsubishi UFJ Asset Management
Japan
$13.5M +$1.73M +7,311 +15%
SCC
143
Steel Canyon Capital
Arizona
$13.4M -$2.09M -8,824 -14%
Neuberger Berman Group
144
Neuberger Berman Group
New York
$13.3M +$2.21M +9,336 +19%
HF
145
HRT Financial
New York
$12.9M +$2.12M +8,976 +20%
PG
146
Pendal Group
Australia
$12.8M +$4.27M +18,026 +50%
NIG
147
NFJ Investment Group
Texas
$12.5M -$84.3K -356 -0.7%
CSS
148
Cubist Systematic Strategies
Connecticut
$12.5M +$12.3M +51,931 +6,887%
WG
149
Winton Group
United Kingdom
$12M +$5.2M +21,959 +77%
Citadel Advisors
150
Citadel Advisors
Florida
$11.9M -$2.37M -10,025 -17%

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.