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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
SAM
276
Silvercrest Asset Management
New York
$209K +$202K +1,005 New
PA
277
Parallel Advisors
California
$208K +$35.2K +175 +21%
BIM
278
Bridges Investment Management
Nebraska
$207K +$200K +995 New
PHK
279
Point72 Hong Kong
Hong Kong
$160K +$155K +770 New
MC
280
Machina Capital
France
$145K +$120K +597 +591%
TIS
281
Tortoise Index Solutions
Kansas
$142K +$10.3K +51 +8%
TRCT
282
Tower Research Capital (TRC)
New York
$138K -$672K -3,341 -83%
IUHSA
283
Itau Unibanco Holding S.A.
Brazil
$137K -$78.7K -391 -37%
ASN
284
Advisory Services Network
Georgia
$110K +$25K +124 +31%
QI
285
QS Investors
New York
$84K
RCAG
286
Rehmann Capital Advisory Group
Michigan
$79.7K
CCM
287
Cribstone Capital Management
Maine
$71K
DWA
288
Dougherty Wealth Advisers
Minnesota
$60K
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$52K -$10.5K -52 -17%
YWP
290
YorkBridge Wealth Partners
New York
$42K
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$35K
CT
292
Clearstead Trust
Maine
$35K +$9.86K +49 +41%
S
293
SignatureFD
Georgia
$34K -$6.44K -32 -17%
CFGS
294
Concourse Financial Group Securities
Alabama
$33K -$4.63K -23 -13%
FHA
295
First Horizon Advisors
Tennessee
$33K
LC
296
Lindbrook Capital
California
$33K
FHA
297
Flagship Harbor Advisors
Massachusetts
$25K
PFBT
298
Parkside Financial Bank & Trust
Missouri
$25K
AF
299
Advisornet Financial
Minnesota
$24K +$11.9K +59 +109%
CIA
300
CSat Investment Advisory
Michigan
$22K +$20.9K +104 New