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Werner Enterprises

263 hedge funds and large institutions have $2.49B invested in Werner Enterprises in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 91 increasing their positions, 108 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $560K

0.78% more ownership

Funds ownership: 81.9%82.67% (+0.78%)

5% less capital invested

Capital invested by funds: $2.62B → $2.49B (-$127M)

3% less funds holding

Funds holding: 272263 (-9)

16% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 108

20% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 35

Holders
263
Holders Change
-9
Holders Change %
-3.31%
% of All Funds
4.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
91
Reduced
108
Closed
35
Calls
$1.24M
Puts
$560K
Net Calls
+$681K
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$434M +$57.5M +1,231,409 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M +$251K +5,374 +0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$159M -$6.93M -148,405 -4%
Macquarie Group
4
Macquarie Group
Australia
$152M -$603K -12,918 -0.4%
State Street
5
State Street
Massachusetts
$95.2M -$3.35M -71,793 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$79.5M +$12.7M +272,321 +18%
Wells Fargo
7
Wells Fargo
California
$71.3M +$11M +236,608 +17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$58.5M -$6.79M -145,362 -10%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$55.2M +$19M +406,311 +49%
Prudential Financial
10
Prudential Financial
New Jersey
$51.6M -$25.4M -544,933 -32%
AQR Capital Management
11
AQR Capital Management
Connecticut
$50.3M +$1.75M +37,468 +3%
Man Group
12
Man Group
United Kingdom
$42.5M +$1.08M +23,186 +2%
Northern Trust
13
Northern Trust
Illinois
$42.3M -$1.51M -32,272 -3%
ICOM
14
Investment Counselors of Maryland
Maryland
$40.7M +$3.45M +73,925 +9%
LSV Asset Management
15
LSV Asset Management
Illinois
$38.4M +$16.6M +355,189 +70%
Bank of America
16
Bank of America
North Carolina
$36.5M +$1.94M +41,576 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$33.6M +$2.01M +43,113 +6%
Norges Bank
18
Norges Bank
Norway
$29.2M -$1.79M -38,361 -6%
Charles Schwab
19
Charles Schwab
California
$28.2M +$1.97M +42,268 +7%
Invesco
20
Invesco
Georgia
$27.3M -$7.31M -156,543 -20%
PA
21
Pinnacle Associates
New York
$26.6M +$3.21M +68,643 +13%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$24M -$7.08M -151,594 -22%
Morgan Stanley
23
Morgan Stanley
New York
$23.7M +$4.93M +105,520 +25%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$23.5M -$1.76M -37,704 -7%
Goldman Sachs
25
Goldman Sachs
New York
$22.1M -$6.4M -137,034 -22%

WERN Hedge Fund Activity: Q2 2021 in Review

263 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q2 2021, worth a combined $2.49B — down 4.8% from $2.62B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of WERN and 28 opened new positions — a net loss of 7 holders — while 108 trimmed existing stakes and 91 added.

The largest buyer was BlackRock, adding an estimated $57.5M. The largest seller was Assenagon Asset Management, cutting an estimated $26.7M.

  • 263 institutional investors held Werner Enterprises (WERN) as of Q2 2021, down from 272 in Q1 2021.
  • Funds reported $2.49B of Werner Enterprises stock for Q2 2021, down 4.8% quarter-over-quarter.
  • 28 funds opened new Werner Enterprises positions in Q2 2021 and 35 closed out, a net change of -7 holders.
  • The largest Werner Enterprises buyer in Q2 2021 was BlackRock, an estimated $57.5M added.
  • The largest Werner Enterprises seller in Q2 2021 was Assenagon Asset Management, an estimated $26.7M sold.

Based on aggregated 13F filings for Q2 2021.