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WEX
236 hedge funds and large institutions have $3.92B invested in WEX in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
8% more funds holding
Funds holding: 218 → 236 (+18)
0.31% less ownership
Funds ownership: 102.43% → 102.12% (-0.31%)
10% less capital invested
Capital invested by funds: $4.37B → $3.92B (-$454M)
11% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 84
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
40
Increased
75
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
William Blair & Company
Chicago,
Illinois
|
-$49M |
| 2 |
CCI
Columbus Circle Investors
|
-$29.6M |
| 3 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
-$28.5M |
| 4 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
-$22.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
KeyBank National Association
Cleveland,
Ohio
| – | -$212K | -1,921 | Closed |
|
|
RJT
252
Raymond James Trust
St. Petersburg,
Florida
| – | -$209K | -1,894 | Closed |
|
|
SFU
253
Stonehage Fleming (UK)
London,
United Kingdom
| – | -$37K | -332 | Closed |
|
254
Acadian Asset Management
Boston,
Massachusetts
| – | -$5K | -44 | Closed |
|
|
PTC
255
Private Trust Company
Cleveland,
Ohio
| – | -$2K | -15 | Closed |
|
|
W
256
Wealthfront
Palo Alto,
California
| – | +$107 | +1 | New |
|