We are live on ! Find out more
WTW icon

Willis Towers Watson

544 hedge funds and large institutions have $27.5B invested in Willis Towers Watson in 2021 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 161 increasing their positions, 218 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

892% more call options, than puts

Call options by funds: $40.6M | Put options by funds: $4.1M

13% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 63

9% more capital invested

Capital invested by funds: $25.3B → $27.5B (+$2.21B)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

0.21% more ownership

Funds ownership: 92.96%93.17% (+0.21%)

0% more funds holding

Funds holding: 543544 (+1)

26% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 218

Holders
544
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
9.55%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.81%
New
71
Increased
161
Reduced
218
Closed
63
Calls
$40.6M
Puts
$4.1M
Net Calls
+$36.6M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.12B +$25.5M +117,159 +0.9%
BlackRock
2
BlackRock
New York
$2.04B -$16.7M -76,457 -0.9%
State Street
3
State Street
Massachusetts
$1.46B +$42.4M +194,717 +3%
LP
4
Longview Partners
Guernsey
$843M -$140M -644,139 -15%
FCM
5
Farallon Capital Management
California
$715M +$471M +2,161,700 +225%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$668M +$98.5M +452,136 +18%
Citigroup
7
Citigroup
New York
$666M -$79.4M -364,359 -11%
Norges Bank
8
Norges Bank
Norway
$643M +$93.2M +427,649 +18%
BG
9
Baupost Group
Massachusetts
$572M +$545M +2,500,000 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$549M +$41.2M +189,027 +9%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$548M +$94M +431,132 +22%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$543M -$257M -1,180,345 -33%
Goldman Sachs
13
Goldman Sachs
New York
$537M +$141M +649,098 +38%
Eagle Capital Management (New York)
14
Eagle Capital Management (New York)
New York
$457M +$435M +1,996,477 New
Capital World Investors
15
Capital World Investors
California
$452M -$8.4M -38,547 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$418M +$740K +3,395 +0.2%
DKCM
17
Davidson Kempner Capital Management
New York
$411M -$40.1M -183,908 -9%
CCM
18
Cantillon Capital Management
New York
$411M -$117M -537,358 -23%
Barclays
19
Barclays
United Kingdom
$407M -$277M -1,270,562 -42%
Franklin Resources
20
Franklin Resources
California
$366M +$122M +559,452 +54%
Invesco
21
Invesco
Georgia
$326M -$52M -238,597 -14%
Northern Trust
22
Northern Trust
Illinois
$310M -$2.8M -12,838 -0.9%
UBS Group
23
UBS Group
Switzerland
$269M -$111M -510,235 -30%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$258M -$21.2M -97,447 -8%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$257M +$55M +252,300 +29%

WTW Hedge Fund Activity: Q1 2021 in Review

544 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2021, worth a combined $27.5B — up 8.7% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new WTW positions and 63 closed out — a net gain of 8 holders — while 161 added to existing stakes and 218 trimmed.

The largest buyer was Baupost Group, opening a new position worth an estimated $545M. The largest seller was Artisan Partners, exiting entirely with an estimated $543M sold.

  • 544 institutional investors held Willis Towers Watson (WTW) as of Q1 2021, up from 543 in Q4 2020.
  • Funds reported $27.5B of Willis Towers Watson stock for Q1 2021, up 8.7% quarter-over-quarter.
  • 71 funds opened new Willis Towers Watson positions in Q1 2021 and 63 closed out, a net change of +8 holders.
  • The largest Willis Towers Watson buyer in Q1 2021 was Baupost Group, an estimated $545M added.
  • The largest Willis Towers Watson seller in Q1 2021 was Artisan Partners, an estimated $543M sold.

Based on aggregated 13F filings for Q1 2021.