Willis Towers Watson
607 hedge funds and large institutions have $22.9B invested in Willis Towers Watson in 2023 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 183 increasing their positions, 248 reducing their positions, and 56 closing their positions.
36% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 56
25% more call options, than puts
Call options by funds: $46.4M | Put options by funds: $37.1M
2% more funds holding
Funds holding: 597 → 607 (+10)
1.38% more ownership
Funds ownership: 92.68% → 94.06% (+1.4%)
7% less capital invested
Capital invested by funds: $24.5B → $22.9B (-$1.65B)
26% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 248
33% less funds holding in top 10
Funds holding in top 10: 21 → 14 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$481M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$464M |
| 3 |
Millennium Management
New York
|
+$76.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$43.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$224M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$195M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$105M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$103M |
| 5 |
BG
Baupost Group
Boston,
Massachusetts
|
-$102M |
WTW Hedge Fund Activity: Q1 2023 in Review
607 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q1 2023, worth a combined $22.9B — down 6.7% from $24.5B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new WTW positions and 56 closed out — a net gain of 20 holders — while 183 added to existing stakes and 248 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $481M. The largest seller was Artisan Partners, cutting an estimated $224M.
- 607 institutional investors held Willis Towers Watson (WTW) as of Q1 2023, up from 597 in Q4 2022.
- Funds reported $22.9B of Willis Towers Watson stock for Q1 2023, down 6.7% quarter-over-quarter.
- 76 funds opened new Willis Towers Watson positions in Q1 2023 and 56 closed out, a net change of +20 holders.
- The largest Willis Towers Watson buyer in Q1 2023 was Massachusetts Financial Services, an estimated $481M added.
- The largest Willis Towers Watson seller in Q1 2023 was Artisan Partners, an estimated $224M sold.
Based on aggregated 13F filings for Q1 2023.