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Willis Towers Watson

564 hedge funds and large institutions have $20.6B invested in Willis Towers Watson in 2022 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 191 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $35.9M

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

1% more capital invested

Capital invested by funds: $20.3B → $20.6B (+$297M)

0.98% more ownership

Funds ownership: 92.54%93.52% (+0.98%)

3% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 62

7% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 206

2% less funds holding

Funds holding: 574564 (-10)

Holders
564
Holders Change
-10
Holders Change %
-1.74%
% of All Funds
9.72%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
60
Increased
191
Reduced
206
Closed
62
Calls
$49.2M
Puts
$35.9M
Net Calls
+$13.3M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.48B -$18.2M -88,251 -0.7%
BlackRock
2
BlackRock
New York
$2.19B -$4.35M -21,085 -0.2%
Artisan Partners
3
Artisan Partners
Wisconsin
$1.35B +$109M +528,712 +9%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.21B -$73.5M -356,155 -6%
State Street
5
State Street
Massachusetts
$994M +$5.32M +25,778 +0.5%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$978M +$8.02M +38,853 +0.8%
Harris Associates
7
Harris Associates
Illinois
$827M +$57M +276,092 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$477M -$651K -3,155 -0.1%
Franklin Resources
9
Franklin Resources
California
$472M -$25.7M -124,777 -5%
SV
10
Starboard Value
New York
$449M -$2.74M -13,302 -0.6%
EIG
11
EdgePoint Investment Group
Ontario, Canada
$435M -$93.8M -454,787 -17%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$392M +$23.3M +112,943 +6%
CCM
13
Cantillon Capital Management
New York
$369M -$2.72M -13,163 -0.7%
AllianceBernstein
14
AllianceBernstein
Tennessee
$349M +$6.82M +33,063 +2%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$316M -$8.99M -43,563 -3%
Invesco
16
Invesco
Georgia
$307M -$7.34M -35,594 -2%
AGA
17
Altrinsic Global Advisors
Connecticut
$259M +$13.3M +64,496 +5%
BG
18
Baupost Group
Massachusetts
$258M +$74M +358,462 +39%
Northern Trust
19
Northern Trust
Illinois
$251M -$4.54M -22,004 -2%
CCP
20
Clarkston Capital Partners
Michigan
$246M +$2.26M +10,973 +0.9%
Norges Bank
21
Norges Bank
Norway
$221M +$3.8M +18,421 +2%
ACM
22
Abrams Capital Management
Massachusetts
$215M
SCA
23
Southpoint Capital Advisors
New York
$171M
Legal & General Group
24
Legal & General Group
United Kingdom
$170M -$5.07M -24,559 -3%
CVA
25
Ceredex Value Advisors
Florida
$166M -$716K -3,469 -0.4%

WTW Hedge Fund Activity: Q3 2022 in Review

564 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2022, worth a combined $20.6B — up 1.5% from $20.3B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of WTW and 60 opened new positions — a net loss of 2 holders — while 206 trimmed existing stakes and 191 added.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $130M. The largest seller was EdgePoint Investment Group, cutting an estimated $93.8M.

  • 564 institutional investors held Willis Towers Watson (WTW) as of Q3 2022, down from 574 in Q2 2022.
  • Funds reported $20.6B of Willis Towers Watson stock for Q3 2022, up 1.5% quarter-over-quarter.
  • 60 funds opened new Willis Towers Watson positions in Q3 2022 and 62 closed out, a net change of -2 holders.
  • The largest Willis Towers Watson buyer in Q3 2022 was Artemis Investment Management, an estimated $130M added.
  • The largest Willis Towers Watson seller in Q3 2022 was EdgePoint Investment Group, an estimated $93.8M sold.

Based on aggregated 13F filings for Q3 2022.