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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
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$5.37M -$23.7K -100 -0.4%
URS
202
Utah Retirement Systems
Utah
$5.37M -$166K -700 -3%
Verition Fund Management
203
Verition Fund Management
Connecticut
$5.35M -$25M -105,804 -82%
SLAM
204
Swiss Life Asset Management
$5.26M +$3.31M +13,975 +171%
BA
205
Bridgewater Associates
Connecticut
$5.25M +$3.38M +14,272 +183%
GIBU
206
Gulf International Bank (UK)
United Kingdom
$5.21M -$1M -4,240 -16%
Vontobel Holding
207
Vontobel Holding
Switzerland
$5.17M -$1.14M -4,821 -18%
State of Tennessee, Department of Treasury
208
State of Tennessee, Department of Treasury
Tennessee
$5.1M -$78.1K -330 -2%
Public Sector Pension Investment Board (PSP Investments)
209
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.94M -$18.7M -79,148 -79%
HighTower Advisors
210
HighTower Advisors
Illinois
$4.93M +$2.01M +8,511 +68%
GF
211
Gabelli Funds
New York
$4.82M -$4.64M -19,600 -49%
HNB
212
Huntington National Bank
Ohio
$4.79M +$32.2K +136 +0.7%
APG Asset Management
213
APG Asset Management
Netherlands
$4.78M -$828K -3,500 -13%
LOAMU
214
Lombard Odier Asset Management (USA)
New York
$4.63M +$473K +2,000 +11%
Holocene Advisors
215
Holocene Advisors
New York
$4.62M -$27M -114,088 -85%
DCP
216
DSM Capital Partners
Florida
$4.59M +$4.57M +19,313 New
RJFSA
217
Raymond James Financial Services Advisors
Florida
$4.54M -$130K -549 -3%
Zurich Cantonal Bank
218
Zurich Cantonal Bank
Switzerland
$4.49M -$549K -2,319 -11%
YCM
219
Yousif Capital Management
Michigan
$4.44M +$4.43M +18,701 New
SOADOR
220
State of Alaska Department of Revenue
Alaska
$4.28M -$417K -1,760 -9%
RIM
221
Reliant Investment Management
Tennessee
$4.25M +$241K +1,018 +6%
DekaBank Deutsche Girozentrale
222
DekaBank Deutsche Girozentrale
Germany
$4.11M -$443K -1,874 -10%
TPSF
223
Texas Permanent School Fund
Texas
$4.08M -$650K -2,748 -14%
GTCM
224
Gyon Technologies Capital Management
New Jersey
$4.04M +$2.84M +12,012 +241%
Truist Financial
225
Truist Financial
North Carolina
$3.95M +$171K +723 +5%

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.