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Willis Towers Watson

548 hedge funds and large institutions have $24.8B invested in Willis Towers Watson in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 219 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $34.9M | Put options by funds: $31.3M

2.46% less ownership

Funds ownership: 91.58%89.13% (-2.5%)

6% less funds holding

Funds holding: 580548 (-32)

8% less capital invested

Capital invested by funds: $27.1B → $24.8B (-$2.3B)

15% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 219

27% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 93

42% less funds holding in top 10

Funds holding in top 10: 3118 (-13)

Holders
548
Holders Change
-32
Holders Change %
-5.52%
% of All Funds
8.64%
Holding in Top 10
18
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-41.94%
% of All Funds
0.28%
New
68
Increased
186
Reduced
219
Closed
93
Calls
$34.9M
Puts
$31.3M
Net Calls
+$3.63M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.08B -$67.8M -295,933 -2%
BlackRock
2
BlackRock
New York
$2.43B -$138M -600,846 -6%
State Street
3
State Street
Massachusetts
$1.33B -$12.9M -56,138 -1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.31B +$24.9M +108,925 +2%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$1.13B +$14.2M +62,050 +1%
Artisan Partners
6
Artisan Partners
Wisconsin
$1.02B +$512M +2,238,313 +108%
Harris Associates
7
Harris Associates
Illinois
$845M +$442M +1,930,120 +117%
EIG
8
EdgePoint Investment Group
Ontario, Canada
$697M +$47.6M +208,033 +8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$594M +$12.6M +55,213 +2%
Franklin Resources
10
Franklin Resources
California
$590M +$75.1M +328,002 +15%
SV
11
Starboard Value
New York
$506M +$9.15M +39,974 +2%
CCM
12
Cantillon Capital Management
New York
$439M +$11.9M +51,787 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$427M +$74.1M +323,686 +22%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$394M -$15.9M -69,322 -4%
Invesco
15
Invesco
Georgia
$361M +$28M +122,121 +9%
Northern Trust
16
Northern Trust
Illinois
$329M +$26.4M +115,323 +9%
AGA
17
Altrinsic Global Advisors
Connecticut
$295M +$15.7M +68,484 +6%
AllianceBernstein
18
AllianceBernstein
Tennessee
$295M +$248M +1,082,285 +656%
BG
19
Baupost Group
Massachusetts
$291M -$4.36M -19,034 -2%
CCP
20
Clarkston Capital Partners
Michigan
$284M +$5.31M +23,193 +2%
Barclays
21
Barclays
United Kingdom
$284M -$105M -459,423 -28%
Norges Bank
22
Norges Bank
Norway
$267M +$970K +4,238 +0.4%
ACM
23
Abrams Capital Management
Massachusetts
$252M
Ameriprise
24
Ameriprise
Minnesota
$238M -$6.35M -27,740 -3%
CVA
25
Ceredex Value Advisors
Florida
$226M -$37.5M -163,910 -15%