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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
BlackRock
1
BlackRock
New York
$373M -$17.5M -472,195 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$258M -$9.27M -250,438 -4%
NI
3
Nuance Investments
Missouri
$152M +$28.7M +776,277 +25%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$151M +$1.65M +44,466 +1%
Victory Capital Management
5
Victory Capital Management
Texas
$136M -$6.67M -180,120 -5%
Macquarie Group
6
Macquarie Group
Australia
$132M -$6.41M -173,176 -5%
State Street
7
State Street
Massachusetts
$98.2M -$711K -19,210 -0.7%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$81.1M +$16.2M +437,017 +26%
American Century Companies
9
American Century Companies
Missouri
$67.6M +$9.09M +245,713 +16%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$58.5M +$2.09M +56,551 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$56.6M -$716K -19,339 -1%
First Trust Advisors
12
First Trust Advisors
Illinois
$52.5M -$3.52M -95,071 -7%
Goldman Sachs
13
Goldman Sachs
New York
$43.6M +$27.9M +753,715 +201%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$27.8M -$822K -22,201 -3%
Charles Schwab
15
Charles Schwab
California
$26.3M +$1.59M +43,074 +7%
Morgan Stanley
16
Morgan Stanley
New York
$25.8M +$6.88M +185,948 +39%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$24.3M -$2.28M -61,544 -9%
Northern Trust
18
Northern Trust
Illinois
$24.1M +$82.8K +2,238 +0.4%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$20.3M +$3.95M +106,662 +25%
PA
20
Pinnacle Associates
New York
$19.5M +$338K +9,143 +2%
Aberdeen Group
21
Aberdeen Group
United Kingdom
$19.2M +$3.9M +105,488 +27%
Ameriprise
22
Ameriprise
Minnesota
$17.4M -$809K -21,866 -5%
Barclays
23
Barclays
United Kingdom
$16.8M +$1.83M +49,568 +13%
Bank of America
24
Bank of America
North Carolina
$16.3M +$1.28M +34,690 +9%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$14.4M -$229K -6,194 -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.