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Werner Enterprises

256 hedge funds and large institutions have $2.18B invested in Werner Enterprises in 2024 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 104 increasing their positions, 72 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 72

26% more call options, than puts

Call options by funds: $277K | Put options by funds: $219K

4.3% more ownership

Funds ownership: 93.76%98.07% (+4.3%)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

0% more funds holding

Funds holding: 255256 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $2.24B → $2.18B (-$61.3M)

Holders
256
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
104
Reduced
72
Closed
37
Calls
$277K
Puts
$219K
Net Calls
+$58K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$358M +$11.8M +307,532 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$242M +$1.23M +32,228 +0.5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$140M -$512K -13,366 -0.3%
NI
4
Nuance Investments
Missouri
$130M -$12.7M -331,299 -8%
Victory Capital Management
5
Victory Capital Management
Texas
$125M -$1.76M -46,092 -1%
Macquarie Group
6
Macquarie Group
Australia
$120M -$2.64M -69,063 -2%
State Street
7
State Street
Massachusetts
$95.2M +$4.05M +105,885 +4%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$76.2M +$742K +19,370 +0.9%
American Century Companies
9
American Century Companies
Missouri
$71.4M +$8.99M +234,811 +13%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$59M +$5.51M +143,953 +9%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$52.4M -$310K -8,084 -0.6%
First Trust Advisors
12
First Trust Advisors
Illinois
$45.5M -$3.58M -93,457 -7%
Goldman Sachs
13
Goldman Sachs
New York
$40.2M -$411K -10,728 -0.9%
MRCP
14
Maple Rock Capital Partners
Ontario, Canada
$35.3M +$37.6M +981,540 New
Wellington Management Group
15
Wellington Management Group
Massachusetts
$31.6M +$33.7M +880,685 New
William Blair Investment Management
16
William Blair Investment Management
Illinois
$26.4M +$605K +15,800 +2%
Charles Schwab
17
Charles Schwab
California
$25.3M +$900K +23,498 +3%
Morgan Stanley
18
Morgan Stanley
New York
$24.8M +$869K +22,687 +3%
Northern Trust
19
Northern Trust
Illinois
$24M +$1.68M +43,977 +7%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$22.7M +$60K +1,566 +0.2%
Ameriprise
21
Ameriprise
Minnesota
$20.1M +$4.23M +110,336 +24%
Barclays
22
Barclays
United Kingdom
$16.6M +$1.04M +27,098 +6%
Bank of America
23
Bank of America
North Carolina
$15.1M -$63.4K -1,656 -0.4%
Aberdeen Group
24
Aberdeen Group
United Kingdom
$14.9M -$3.19M -83,225 -17%
CAM
25
Congress Asset Management
Massachusetts
$14.8M +$1.67M +43,528 +12%

WERN Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Werner Enterprises (WERN) for Q4 2024, worth a combined $2.18B — down 2.7% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WERN positions and 37 closed out — a net gain of 3 holders — while 104 added to existing stakes and 72 trimmed.

The largest buyer was Maple Rock Capital Partners, opening a new position worth an estimated $37.6M. The largest seller was Nuance Investments, cutting an estimated $12.7M.

  • 256 institutional investors held Werner Enterprises (WERN) as of Q4 2024, up from 255 in Q3 2024.
  • Funds reported $2.18B of Werner Enterprises stock for Q4 2024, down 2.7% quarter-over-quarter.
  • 40 funds opened new Werner Enterprises positions in Q4 2024 and 37 closed out, a net change of +3 holders.
  • The largest Werner Enterprises buyer in Q4 2024 was Maple Rock Capital Partners, an estimated $37.6M added.
  • The largest Werner Enterprises seller in Q4 2024 was Nuance Investments, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2024.