5 Large-Cap Stocks Hedge Funds Are Talking About

In this article, we will discuss 5 large-cap stocks hedge funds are talking about. If you want our detailed background of these and other large-cap stocks, you can go directly to 10 Large-Cap Stocks Hedge Funds Are Talking About. 

5. Willis Towers Watson Public Limited Company (NASDAQ:WTW)

Market Capitalization Since Feb. 25, 2022: $ 27.2B

Number of Hedge Fund Holders: 66

Vltava Fund, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be downloaded here. In its Q4 2021 investor letter, Vltava Fund described 2021 as a year of very strong growth in profitability among the companies they own in their portfolio, as those profits grew even faster than did the Fund’s NAV.

Vltava Fund mentioned Willis Towers Watson Public Limited Company (NASDAQ: WTW) and discussed its stance on the firm in that investor letter. Willis Towers Watson Public Limited Company is a London, United Kingdom-based multinational risk management, insurance brokerage, and advisory company with a $27.2 billion market capitalization. WLTW shares are down by 5.66% since the beginning of the year, while their 12-month losses are just over 1%.

Here is what Vltava Fund had to say about Willis Towers Watson Public Limited Company (NASDAQ: WTW) in its Q4 2021 investor letter:

“There were two new additions to the portfolio last year – (including) shares of the insurance broker Willis Towers Watson. I mentioned both purchases already in the previous newsletter to shareholders. At first sight, these were only minor changes. There were many more transactions in the portfolio over the past year, however. Most purchases were directed to shares we have already held in the portfolio. We have been purchasing virtually all the stocks we hold, many of them repeatedly. While we are by no means opposed to anything new and always are looking for new investment opportunities, we generally tend to gravitate to what we already have in the portfolio, to what we know well, and moreover what we see is working out well.”