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Werner Enterprises
WERN

193 hedge funds and large institutions have $1.72B invested in Werner Enterprises in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

123% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.16M

26% more capital invested

Capital invested by funds: $1.36B → $1.72B (+$355M)

18% more funds holding

Funds holding: 163 → 193 (+30)

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

0.75% more ownership

Funds ownership: 64.37% → 65.11% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
193
Holders Change
+30
Holders Change %
+18.4%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
62
Reduced
59
Closed
16
Calls
$2.57M
Puts
$1.16M
Net Calls
+$1.42M
Net Calls Change
+$500K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$20M
2
Goldman Sachs
Goldman Sachs
New York
+$19.3M
3
IECM
Intrinsic Edge Capital Management
Illinois
+$13.8M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$13.1M
5
HCM
Hodges Capital Management
Texas
+$11.4M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$27.6M
2
American Century Companies
American Century Companies
Missouri
-$23.8M
3
SAM
Scopus Asset Management
New York
-$15.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$11.7M
5
PC
Precocity Capital
Connecticut
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
201
Engineers Gate Manager
New York
– -$1.2M -40,942 Closed
TU
202
TDAM USA
Ontario, Canada
– -$1.02M -34,879 Closed
PP
203
Paloma Partners
Connecticut
– -$686K -23,387 Closed
SGCA
204
Steel Grove Capital Advisors
Tennessee
– -$414K -14,064 Closed
FAAS
205
First Allied Advisory Services
California
– -$272K -9,397 Closed
PAM
206
Paradigm Asset Management
New York
– -$96.9K -3,300 Closed
PCM
207
Prelude Capital Management
New York
– -$80K -2,710 Closed
IUHSA
208
Itau Unibanco Holding S.A.
Brazil
– -$2K -60 Closed
5 6 7 8
9

WERN Hedge Fund Activity: Q3 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q3 2017, worth a combined $1.72B — up 26% from $1.36B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WERN positions and 16 closed out — a net gain of 33 holders — while 62 added to existing stakes and 59 trimmed.

The largest buyer was Millennium Management, adding an estimated $20M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $27.6M sold.

  • 193 institutional investors held Werner Enterprises (WERN) as of Q3 2017, up from 163 in Q2 2017.
  • Funds reported $1.72B of Werner Enterprises stock for Q3 2017, up 26% quarter-over-quarter.
  • 49 funds opened new Werner Enterprises positions in Q3 2017 and 16 closed out, a net change of +33 holders.
  • The largest Werner Enterprises buyer in Q3 2017 was Millennium Management, an estimated $20M added.
  • The largest Werner Enterprises seller in Q3 2017 was Epoch Investment Partners, an estimated $27.6M sold.

Based on aggregated 13F filings for Q3 2017.