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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.17B -$103M -433,318 -3%
BlackRock
2
BlackRock
New York
$2.59B +$338M +1,426,154 +15%
State Street
3
State Street
Massachusetts
$1.35B +$5.71M +24,110 +0.4%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.29B +$100M +424,453 +8%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$1.13B -$2.9M -12,243 -0.3%
EIG
6
EdgePoint Investment Group
Ontario, Canada
$651M +$98.7M +417,185 +18%
UBS Group
7
UBS Group
Switzerland
$586M -$46.1M -194,770 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$584M -$11.9M -50,377 -2%
Franklin Resources
9
Franklin Resources
California
$515M +$43.4M +183,190 +9%
SV
10
Starboard Value
New York
$499M +$497M +2,100,894 New
Artisan Partners
11
Artisan Partners
Wisconsin
$494M +$493M +2,081,770 New
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$478M -$17M -71,953 -3%
CCM
13
Cantillon Capital Management
New York
$429M +$32.8M +138,692 +8%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$413M -$2.99M -12,645 -0.7%
Barclays
15
Barclays
United Kingdom
$394M +$90.6M +382,677 +30%
Harris Associates
16
Harris Associates
Illinois
$392M +$388M +1,638,837 +15,996%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$366M -$26.7M -113,017 -7%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$353M +$96.2M +406,694 +38%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$349M +$12.1M +51,325 +4%
Invesco
20
Invesco
Georgia
$334M +$68.4M +289,033 +26%
Northern Trust
21
Northern Trust
Illinois
$303M -$8.9M -37,599 -3%
BG
22
Baupost Group
Massachusetts
$297M +$59.2M +250,000 +25%
AGA
23
Altrinsic Global Advisors
Connecticut
$280M +$41.5M +175,323 +17%
CCP
24
Clarkston Capital Partners
Michigan
$280M -$609K -2,572 -0.2%
Norges Bank
25
Norges Bank
Norway
$267M -$80.6M -340,633 -23%

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.