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341 hedge funds and large institutions have $8.98B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $38.6M

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

9% more capital invested

Capital invested by funds: $8.21B → $8.98B (+$764M)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

1% more funds holding

Funds holding: 338341 (+3)

0.63% more ownership

Funds ownership: 99.15%99.78% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
49
Increased
121
Reduced
113
Closed
40
Calls
$53.3M
Puts
$38.6M
Net Calls
+$14.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$572K
ACM
227
Advisors Capital Management
New Jersey
$562K +$121K +603 +29%
JG
228
Jefferies Group
New York
$541K -$2.5M -12,400 -83%
US Bancorp
229
US Bancorp
Minnesota
$540K +$56.8K +282 +12%
JMPWA
230
JP Morgan Private Wealth Advisors
California
$532K -$54.1K -269 -10%
WF
231
Welch & Forbes
Massachusetts
$525K -$201 -1 -0%
OC
232
Oppenheimer & Co
New York
$525K +$28.4K +141 +6%
VAS
233
Vestmark Advisory Solutions
Massachusetts
$514K -$18.5K -92 -4%
WAM
234
World Asset Management
Michigan
$513K +$9.86K +49 +2%
Fiera Capital (Canada)
235
Fiera Capital (Canada)
Quebec, Canada
$510K
CA
236
Claar Advisors
New York
$510K +$493K +2,450 New
MC
237
Montag & Caldwell
Georgia
$507K
LIA
238
LS Investment Advisors
Michigan
$506K -$41.9K -208 -8%
SAM
239
Sompo Asset Management
Japan
$506K +$109K +540 +29%
LTFS
240
Ladenburg Thalmann Financial Services
Florida
$480K +$26.8K +133 +6%
KeyBank National Association
241
KeyBank National Association
Ohio
$479K
EA
242
Emerald Advisers
Pennsylvania
$473K +$458K +2,274 New
Cambridge Investment Research Advisors
243
Cambridge Investment Research Advisors
Iowa
$436K +$15.9K +79 +4%
ZB
244
Zions Bancorporation
Utah
$431K +$23.9K +119 +6%
Voloridge Investment Management
245
Voloridge Investment Management
Florida
$427K +$413K +2,052 New
EVM
246
Eaton Vance Management
Massachusetts
$424K
EAM
247
Eukles Asset Management
Ohio
$419K -$4.63K -23 -1%
HighTower Advisors
248
HighTower Advisors
Illinois
$398K +$19.7K +98 +5%
MFG
249
Magnus Financial Group
New York
$384K
FBT
250
First Bank & Trust
South Dakota
$380K -$6.84K -34 -2%