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353 hedge funds and large institutions have $8.96B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $27.2M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more capital invested

Capital invested by funds: $6.1B → $8.96B (+$2.85B)

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

2% more funds holding

Funds holding: 346353 (+7)

0.41% more ownership

Funds ownership: 99.48%99.9% (+0.41%)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
353
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
74
Increased
98
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
226
Raymond James Trust
Florida
$453K -$27.1K -161 -7%
ZB
227
Zions Bancorporation
Utah
$441K +$16.3K +97 +5%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$436K -$7.91K -47 -2%
SCA
229
Snowden Capital Advisors
New York
$433K +$9.08K +54 +3%
BC
230
Bridgefront Capital
Texas
$427K +$353K +2,096 New
PCM
231
Prelude Capital Management
New York
$427K +$353K +2,097 New
CCA
232
Cadent Capital Advisors
Oklahoma
$422K +$349K +2,074 New
MC
233
Maverick Capital
Texas
$407K -$554K -3,294 -62%
YMRC
234
Yorktown Management & Research Company
Virginia
$407K
HF
235
HRT Financial
New York
$400K +$331K +1,967 New
EAM
236
Eukles Asset Management
Ohio
$396K -$1.35K -8 -0.4%
WIC
237
Woodmont Investment Counsel
Tennessee
$392K -$33.6K -200 -9%
TSS
238
Two Sigma Securities
New York
$368K +$304K +1,810 New
KA
239
Kovack Advisors
Florida
$363K +$300K +1,783 New
WAM
240
World Asset Management
Michigan
$351K -$7.91K -47 -3%
TI
241
Trexquant Investment
Connecticut
$343K +$283K +1,683 New
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$342K
CC
243
Chicago Capital
Illinois
$338K
IRF
244
IBM Retirement Fund
New York
$333K +$275K +1,637 New
ST
245
Spinnaker Trust
Maine
$333K +$275K +1,637 New
WDA
246
Wendell David Associates
New Hampshire
$332K -$33.6K -200 -11%
CI
247
Cigna Investments
Connecticut
$330K +$30.6K +182 +13%
PAM
248
Panagora Asset Management
Massachusetts
$329K -$7.74K -46 -3%
EWM
249
Evercore Wealth Management
New York
$325K +$5.72K +34 +2%
Acadian Asset Management
250
Acadian Asset Management
Massachusetts
$316K -$2.87M -17,073 -92%