Werner Enterprises
WERN
216 hedge funds and large institutions have $1.6B invested in Werner Enterprises in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 78 increasing their positions, 80 reducing their positions, and 13 closing their positions.
151% more call options, than puts
Call options by funds: $4.5M | Put options by funds: $1.79M
146% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 13
6% more funds holding
Funds holding: 204 → 216 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $1.61B → $1.6B (-$9.23M)
3% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 80
2.36% less ownership
Funds ownership: 66.07% → 63.71% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$23.6M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$21.3M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$16M |
| 4 |
WG
Winton Group
London,
United Kingdom
|
+$11.1M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$9.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FC
Fairpointe Capital
Chicago,
Illinois
|
-$32.4M |
| 2 |
NI
Nuance Investments
Kansas City,
Missouri
|
-$26.9M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$19M |
| 4 |
Bank of New York Mellon
New York
|
-$14.7M |
| 5 |
HA
Homestead Advisers
Arlington,
Virginia
|
-$10.6M |
WERN Hedge Fund Activity: Q4 2019 in Review
216 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q4 2019, worth a combined $1.6B — down 0.57% from $1.61B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new WERN positions and 13 closed out — a net gain of 19 holders — while 78 added to existing stakes and 80 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $23.6M. The largest seller was Fairpointe Capital, cutting an estimated $32.4M.
- 216 institutional investors held Werner Enterprises (WERN) as of Q4 2019, up from 204 in Q3 2019.
- Funds reported $1.6B of Werner Enterprises stock for Q4 2019, down 0.57% quarter-over-quarter.
- 32 funds opened new Werner Enterprises positions in Q4 2019 and 13 closed out, a net change of +19 holders.
- The largest Werner Enterprises buyer in Q4 2019 was Goldman Sachs, an estimated $23.6M added.
- The largest Werner Enterprises seller in Q4 2019 was Fairpointe Capital, an estimated $32.4M sold.
Based on aggregated 13F filings for Q4 2019.