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Werner Enterprises

255 hedge funds and large institutions have $2.24B invested in Werner Enterprises in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 91 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

157% more call options, than puts

Call options by funds: $586K | Put options by funds: $228K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $2.06B → $2.24B (+$179M)

6% more funds holding

Funds holding: 241255 (+14)

3.11% more ownership

Funds ownership: 90.65%93.76% (+3.1%)

4% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 91

Holders
255
Holders Change
+14
Holders Change %
+5.81%
% of All Funds
3.66%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
44
Increased
87
Reduced
91
Closed
28
Calls
$586K
Puts
$228K
Net Calls
+$358K
Net Calls Change
+$895K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
151
Renaissance Technologies
New York
$315K -$3.89M -105,200 -93%
AI
152
Atria Investments
North Carolina
$315K +$76.9K +2,079 +34%
GFA
153
Gallagher Fiduciary Advisors
Illinois
$311K +$72.4K +1,957 +32%
WIM
154
WealthPlan Investment Management
Nebraska
$288K -$170K -4,590 -38%
DWM
155
Diversify Wealth Management
Utah
$279K +$33.5K +906 +14%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$276K +$2.55K +69 +1%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$275K -$31K -837 -11%
CTA
158
Chesley Taft & Associates
Illinois
$265K
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$264K -$273K -7,366 -52%
NWAG
160
Net Worth Advisory Group
Utah
$250K +$240K +6,478 New
Neuberger Berman Group
161
Neuberger Berman Group
New York
$243K +$233K +6,305 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$242K -$4.48K -121 -2%
AIP
163
Ameritas Investment Partners
Nebraska
$239K
CIBC Asset Management
164
CIBC Asset Management
Ontario, Canada
$227K -$7K -189 -3%
BHCM
165
Brevan Howard Capital Management
Jersey
$225K +$216K +5,834 New
Cerity Partners
166
Cerity Partners
New York
$216K +$208K +5,610 New
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$214K -$156K -4,205 -42%
QCM
168
QRG Capital Management
Illinois
$210K -$11.7K -315 -5%
EI
169
Ethic Inc
New York
$208K +$196K +5,305 New
SRL
170
Scientech Research LLC
New Jersey
$206K -$191K -5,147 -49%
Balyasny Asset Management
171
Balyasny Asset Management
Illinois
$205K -$2.94M -79,526 -94%
Corient Private Wealth
172
Corient Private Wealth
Florida
$205K -$116K -3,125 -37%
CIM
173
CIM Investment Management
Pennsylvania
$203K +$194K +5,250 New
US Bancorp
174
US Bancorp
Minnesota
$184K +$129K +3,489 +271%
C
175
Covestor
United Kingdom
$177K +$333 +9 +0.2%

WERN Hedge Fund Activity: Q3 2024 in Review

255 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q3 2024, worth a combined $2.24B — up 8.7% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new WERN positions and 28 closed out — a net gain of 16 holders — while 87 added to existing stakes and 91 trimmed.

The largest buyer was Nuance Investments, adding an estimated $28.7M. The largest seller was AQR Capital Management, cutting an estimated $31.4M.

  • 255 institutional investors held Werner Enterprises (WERN) as of Q3 2024, up from 241 in Q2 2024.
  • Funds reported $2.24B of Werner Enterprises stock for Q3 2024, up 8.7% quarter-over-quarter.
  • 44 funds opened new Werner Enterprises positions in Q3 2024 and 28 closed out, a net change of +16 holders.
  • The largest Werner Enterprises buyer in Q3 2024 was Nuance Investments, an estimated $28.7M added.
  • The largest Werner Enterprises seller in Q3 2024 was AQR Capital Management, an estimated $31.4M sold.

Based on aggregated 13F filings for Q3 2024.