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Werner Enterprises
WERN

Overview Fund Activity

251 hedge funds and large institutions have $2.09B invested in Werner Enterprises in 2023 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 113 increasing their positions, 81 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
251
Holders Change
-12
Holders Change %
-4.56%
% of All Funds
4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
113
Reduced
81
Closed
41
Calls
$627K
Puts
$9.43M
Net Calls
-$8.8M
Net Calls Change
-$5.42M

Top Buyers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$30.8M
2
NI
2
Nuance Investments
Missouri
$56.7M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$37.5M
4
UBS AM
4
UBS AM
Illinois
$11M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$8.53M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$41.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$294K
3
Boston Partners
3
Boston Partners
Massachusetts
$0
4
IP
4
Interval Partners
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$12.1K – – –
HCP
227
Hexagon Capital Partners
Arkansas
$11.7K -$1.44K -37 -11%
PAI
228
Pittenger & Anderson Inc
Nebraska
$11.7K – – –
GWM
229
Geneos Wealth Management
Colorado
$11.3K – – –
PMAM
230
Picton Mahoney Asset Management
Ontario, Canada
$10K +$10K +260 New
BFPW
231
BOK Financial Private Wealth
Colorado
$8.48K – – –
BIA
232
Bell Investment Advisors
California
$6.62K -$1.48K -38 -18%
HNB
233
Huntington National Bank
Ohio
$6.31K +$1.52K +39 +32%
CSB
234
City State Bank
Iowa
$6K – – –
JWA
235
JFS Wealth Advisors
Pennsylvania
$5.65K -$1.13K -29 -17%
LC
236
Lindbrook Capital
California
$3.97K -$2.92K -75 -42%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$3.74K -$156 -4 -4%
TFGT
238
TS Financial Group (TSFG)
Illinois
$3K – – –
GRP
239
Global Retirement Partners
California
$2.3K – – –
AF
240
Allworth Financial
California
$2.1K +$1.52K +39 +260%
FFA
241
Farther Finance Advisors
California
$1.99K – – –
ME
242
McIlrath & Eck
Washington
$1.71K – – –
EWA
243
EverSource Wealth Advisors
Alabama
$1.64K +$1.64K +42 New
AWA
244
Authentikos Wealth Advisory
California
$1.44K +$1.44K +37 New
AA
245
Ancora Advisors
Ohio
$1.29K – – –
AW
246
Avion Wealth
Texas
$1K +$667 +26 +200%
SFG
247
Steward Financial Group
Texas
$1K +$1K +35 New
SIC
248
SJS Investment Consulting
Ohio
$741 +$39 +1 +6%
AF
249
Advisornet Financial
Minnesota
$740 -$117 -3 -14%
RFG
250
RFP Financial Group
Georgia
$740 – – –
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10
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