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Werner Enterprises

205 hedge funds and large institutions have $1.84B invested in Werner Enterprises in 2017 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $1.72B → $1.84B (+$123M)

6% more funds holding

Funds holding: 193205 (+12)

0.77% more ownership

Funds ownership: 65.11%65.88% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 80

Holders
205
Holders Change
+12
Holders Change %
+6.22%
% of All Funds
4.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
72
Reduced
80
Closed
21
Calls
$555K
Puts
Net Calls
+$555K
Net Calls Change
-$861K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
176
LS Investment Advisors
Michigan
$118K -$23.8K -656 -18%
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$117K -$206K -5,681 -65%
RCC
178
Red Cedar Capital
Nebraska
$103K +$96.6K +2,659 New
RCM
179
Riverhead Capital Management
Delaware
$98K +$10.9K +300 +13%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$89K +$36.2K +997 +77%
AFIA
181
America First Investment Advisors
Nebraska
$77K
PAM
182
Panagora Asset Management
Massachusetts
$75K -$765K -21,063 -92%
PA
183
Parallel Advisors
California
$65K +$2K +55 +3%
II
184
Inspire Investing
Idaho
$57K +$53.9K +1,484 New
RFM
185
Royal Fund Management
Florida
$40K
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$21K
MI
187
Markston International
New York
$19K
PG
188
PEAK6 Group
Illinois
$18K -$180K -4,954 -91%
GWM
189
Geneos Wealth Management
Colorado
$18K
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$15K +$7.05K +194 +96%
WAM
191
Wealthspire Advisors (Maryland)
Maryland
$12K -$1.64K -45 -13%
WCBA
192
Weaver C. Barksdale & Associates
Tennessee
$12K -$472 -13 -4%
QCG
193
Quadrant Capital Group
Ohio
$8K
FHA
194
First Horizon Advisors
Tennessee
$7K
IA
195
IFP Advisors
Florida
$5K +$3.42K +94 +261%
TRCT
196
Tower Research Capital (TRC)
New York
$2K -$191K -5,260 -99%
YWP
197
YorkBridge Wealth Partners
New York
$2K +$2.11K +58 New
ST
198
Smithfield Trust
Pennsylvania
$2K +$2.18K +60 New
SEI Investments
199
SEI Investments
Pennsylvania
$1K -$763 -21 -50%
AWM
200
Avior Wealth Management
Nebraska
$1K

WERN Hedge Fund Activity: Q4 2017 in Review

205 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q4 2017, worth a combined $1.84B — up 7.1% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WERN positions and 21 closed out — a net gain of 13 holders — while 72 added to existing stakes and 80 trimmed.

The largest buyer was BlackRock, adding an estimated $14.8M. The largest seller was Intrinsic Edge Capital Management, exiting entirely with an estimated $15.9M sold.

  • 205 institutional investors held Werner Enterprises (WERN) as of Q4 2017, up from 193 in Q3 2017.
  • Funds reported $1.84B of Werner Enterprises stock for Q4 2017, up 7.1% quarter-over-quarter.
  • 34 funds opened new Werner Enterprises positions in Q4 2017 and 21 closed out, a net change of +13 holders.
  • The largest Werner Enterprises buyer in Q4 2017 was BlackRock, an estimated $14.8M added.
  • The largest Werner Enterprises seller in Q4 2017 was Intrinsic Edge Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2017.