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Willis Towers Watson

562 hedge funds and large institutions have $27B invested in Willis Towers Watson in 2021 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 189 increasing their positions, 177 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $400M | Put options by funds: $113M

21% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 90

2% more funds holding

Funds holding: 549562 (+13)

7% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 177

0% less capital invested

Capital invested by funds: $27.1B → $27B (-$120M)

2.01% less ownership

Funds ownership: 92%89.99% (-2%)

11% less funds holding in top 10

Funds holding in top 10: 4439 (-5)

Holders
562
Holders Change
+13
Holders Change %
+2.37%
% of All Funds
9.84%
Holding in Top 10
39
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.36%
% of All Funds
0.68%
New
109
Increased
189
Reduced
177
Closed
90
Calls
$400M
Puts
$113M
Net Calls
+$287M
Net Calls Change
+$258M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.21B +$14.3M +64,094 +0.5%
BlackRock
2
BlackRock
New York
$2.2B +$160M +717,161 +8%
State Street
3
State Street
Massachusetts
$1.32B -$156M -700,395 -11%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.17B +$436M +1,957,409 +64%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$1.1B +$456M +2,048,036 +76%
UBS Group
6
UBS Group
Switzerland
$619M +$405M +1,819,108 +216%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$583M +$13.1M +58,734 +2%
EIG
8
EdgePoint Investment Group
Ontario, Canada
$540M +$518M +2,324,815 New
Morgan Stanley
9
Morgan Stanley
New York
$487M +$301M +1,353,483 +183%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$484M -$15.5M -69,815 -3%
Franklin Resources
11
Franklin Resources
California
$462M +$29.7M +133,324 +7%
Barrow, Hanley, Mewhinney & Strauss
12
Barrow, Hanley, Mewhinney & Strauss
Texas
$407M +$163M +734,130 +72%
CCM
13
Cantillon Capital Management
New York
$388M -$6.16M -27,680 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$384M +$172M +772,362 +88%
Norges Bank
15
Norges Bank
Norway
$341M -$268M -1,202,039 -45%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$330M +$315M +1,414,458 +28,523%
FCM
17
Farallon Capital Management
California
$319M -$468M -2,101,660 -60%
Northern Trust
18
Northern Trust
Illinois
$305M -$2.23M -10,021 -0.8%
Barclays
19
Barclays
United Kingdom
$297M -$129M -579,552 -31%
Millennium Management
20
Millennium Management
New York
$288M -$3.05M -13,692 -1%
CCP
21
Clarkston Capital Partners
Michigan
$274M +$107M +480,263 +69%
Viking Global Investors
22
Viking Global Investors
Connecticut
$270M +$258M +1,159,849 New
Invesco
23
Invesco
Georgia
$260M +$21.5M +96,543 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$259M -$168M -755,181 -40%
ACM
25
Abrams Capital Management
Massachusetts
$254M