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Willis Towers Watson
WTW

558 hedge funds and large institutions have $20.1B invested in Willis Towers Watson in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 175 increasing their positions, 234 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $110M | Put options by funds: $46.3M

58% more funds holding in top 10

Funds holding in top 10: 12 → 19 (+7)

0.36% more ownership

Funds ownership: 91.32% → 91.69% (+0.36%)

4% less funds holding

Funds holding: 579 → 558 (-21)

12% less capital invested

Capital invested by funds: $22.8B → $20.1B (-$2.72B)

22% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 79

25% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 234

Holders
558
Holders Change
-21
Holders Change %
-3.63%
% of All Funds
8.86%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.3%
New
62
Increased
175
Reduced
234
Closed
79
Calls
$110M
Puts
$46.3M
Net Calls
+$64M
Net Calls Change
+$31.8M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$144M
2
BG
Baupost Group
Massachusetts
+$139M
3
First Eagle Investment Management
First Eagle Investment Management
New York
+$95.1M
4
BIP
Brandes Investment Partners
California
+$86.3M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$85M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$346M
2
EIG
EdgePoint Investment Group
Ontario, Canada
-$250M
3
SV
Starboard Value
New York
-$120M
4
Aberdeen Group
Aberdeen Group
United Kingdom
-$108M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$91.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.47B -$56.1M -262,808 -2%
BlackRock
2
BlackRock
New York
$2.21B -$3.49M -16,363 -0.2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$2.08B +$21.1M +98,719 +1%
Artisan Partners
4
Artisan Partners
Wisconsin
$1.15B -$18.9M -88,704 -2%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$1.13B +$95.1M +445,775 +9%
State Street
6
State Street
Massachusetts
$887M -$63.9M -299,528 -7%
Harris Associates
7
Harris Associates
Illinois
$879M +$144M +675,219 +19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$515M +$3.66M +17,151 +0.7%
Invesco
9
Invesco
Georgia
$422M +$5.5M +25,794 +1%
CCM
10
Cantillon Capital Management
New York
$392M -$1.56M -7,316 -0.4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$385M -$77M -360,649 -16%
BG
12
Baupost Group
Massachusetts
$325M +$139M +653,300 +72%
Norges Bank
13
Norges Bank
Norway
$268M +$19.7M +92,531 +8%
Northern Trust
14
Northern Trust
Illinois
$250M +$5.45M +25,522 +2%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$245M -$6.9M -32,350 -3%
AGA
16
Altrinsic Global Advisors
Connecticut
$238M -$9.12M -42,719 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$233M +$83.1M +389,596 +54%
American Century Companies
18
American Century Companies
Missouri
$229M +$47.3M +221,450 +25%
BAM
19
Burgundy Asset Management
Ontario, Canada
$221M +$56.8M +266,337 +34%
N
20
Nuveen
North Carolina
$193M -$6.34M -29,728 -3%
ACM
21
Abrams Capital Management
Massachusetts
$169M – – –
Morgan Stanley
22
Morgan Stanley
New York
$158M +$16.5M +77,232 +11%
AllianceBernstein
23
AllianceBernstein
Tennessee
$158M -$91.7M -429,900 -36%
CCP
24
Clarkston Capital Partners
Michigan
$155M -$2.38M -11,139 -1%
Legal & General Group
25
Legal & General Group
United Kingdom
$153M -$9.21M -43,181 -6%
1
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WTW Hedge Fund Activity: Q3 2023 in Review

558 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Willis Towers Watson (WTW) for Q3 2023, worth a combined $20.1B — down 12% from $22.8B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of WTW and 62 opened new positions — a net loss of 17 holders — while 234 trimmed existing stakes and 175 added.

The largest buyer was Harris Associates, adding an estimated $144M. The largest seller was Franklin Resources, cutting an estimated $346M.

  • 558 institutional investors held Willis Towers Watson (WTW) as of Q3 2023, down from 579 in Q2 2023.
  • Funds reported $20.1B of Willis Towers Watson stock for Q3 2023, down 12% quarter-over-quarter.
  • 62 funds opened new Willis Towers Watson positions in Q3 2023 and 79 closed out, a net change of -17 holders.
  • The largest Willis Towers Watson buyer in Q3 2023 was Harris Associates, an estimated $144M added.
  • The largest Willis Towers Watson seller in Q3 2023 was Franklin Resources, an estimated $346M sold.

Based on aggregated 13F filings for Q3 2023.