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Werner Enterprises
WERN

Overview Fund Activity

249 hedge funds and large institutions have $2.18B invested in Werner Enterprises in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 99 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+3
Holders Change %
+1.22%
% of All Funds
3.61%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
34
Increased
99
Reduced
86
Closed
29
Calls
$1.8M
Puts
$493K
Net Calls
+$1.3M
Net Calls Change
+$510K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$65.5M
2
NI
2
Nuance Investments
Missouri
$115M
3
American Century Companies
3
American Century Companies
Missouri
$51M
4
Victory Capital Management
4
Victory Capital Management
Texas
$165M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$8.76M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$14M
3
BlackRock
3
BlackRock
New York
$313M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$29.1M
5
Millennium Management
5
Millennium Management
New York
$2.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
226
Centennial Bank
Arkansas
$7.2K -$37.2K -951 -84%
MG
227
Mather Group
Illinois
$6.86K +$6.86K +162 New
JWA
228
JFS Wealth Advisors
Pennsylvania
$6.73K – – –
BIA
229
Bell Investment Advisors
California
$6.14K – – –
CSB
230
City State Bank
Iowa
$6K – – –
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$5.91K -$3.83K -98 -39%
FCA
232
FinTrust Capital Advisors
South Carolina
$5.13K – – –
GI
233
GAMMA Investing
California
$4.62K +$978 +25 +27%
EWA
234
EverSource Wealth Advisors
Alabama
$4.34K +$855 +25 +25%
VCM
235
Versant Capital Management
Arizona
$3.33K +$3.33K +85 New
QL
236
Quarry LP
New York
$3.25K +$3.25K +83 New
GRP
237
Global Retirement Partners
California
$2.93K -$235 -6 -7%
ME
238
McIlrath & Eck
Washington
$1.72K – – –
FFA
239
Farther Finance Advisors
California
$1.58K +$578 +15 +58%
AF
240
Advisornet Financial
Minnesota
$1.53K +$1.25K +32 +457%
LC
241
Lindbrook Capital
California
$1.13K – – –
SIC
242
SJS Investment Consulting
Ohio
$705 – – –
AF
243
Allworth Financial
California
$587 -$2.27K -58 -79%
DPW
244
DiNuzzo Private Wealth
Pennsylvania
$548 -$39 -1 -7%
TFM
245
TFC Financial Management
Massachusetts
$392 – – –
Toronto Dominion Bank
246
Toronto Dominion Bank
Ontario, Canada
$391 – – –
SAM
247
Smartleaf Asset Management
Massachusetts
$385 +$116 +3 +43%
RIL
248
Rothschild Investment LLC
Illinois
$196 +$196 +5 New
TWP
249
TFO Wealth Partners
Ohio
$117 -$195 -5 -63%
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
– -$33.5M -791,495 Closed
8 9
10
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