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345 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

1% more funds holding

Funds holding: 341345 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.28% less ownership

Funds ownership: 99.78%99.5% (-0.28%)

3% less capital invested

Capital invested by funds: $8.98B → $8.7B (-$275M)

5% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 119

6% less call options, than puts

Call options by funds: $88.5M | Put options by funds: $93.7M

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.57%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
276
ExodusPoint Capital Management
New York
$203K +$208K +1,005 New
PA
277
Parallel Advisors
California
$202K
IUHSA
278
Itau Unibanco Holding S.A.
Brazil
$137K
NL
279
NVWM LLC
Pennsylvania
$134K +$138K +665 New
ASN
280
Advisory Services Network
Georgia
$110K
QI
281
QS Investors
New York
$81K
UCFA
282
United Capital Financial Advisors
Texas
$79K +$81.2K +392 New
RCAG
283
Rehmann Capital Advisory Group
Michigan
$74.2K -$3.31K -16 -4%
TRCT
284
Tower Research Capital (TRC)
New York
$69K -$67.3K -325 -49%
CCM
285
Cribstone Capital Management
Maine
$69K
PCM
286
Prelude Capital Management
New York
$66K +$57.8K +279 +607%
DWA
287
Dougherty Wealth Advisers
Minnesota
$59K
IA
288
IFP Advisors
Florida
$56K +$54.9K +265 New
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$51K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$37K +$25.5K +123 +208%
LC
291
Lindbrook Capital
California
$35K +$2.07K +10 +6%
CFGS
292
Concourse Financial Group Securities
Alabama
$35K +$3.11K +15 +9%
CT
293
Clearstead Trust
Maine
$34K
MPWT
294
MassMutual Private Wealth & Trust
Connecticut
$34K
S
295
SignatureFD
Georgia
$33K
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$30K +$22.8K +110 +282%
FAM
297
Fred Alger Management
New York
$29K +$14.5K +70 +93%
CIA
298
CSat Investment Advisory
Michigan
$26K +$4.76K +23 +22%
PHK
299
Point72 Hong Kong
Hong Kong
$25K -$133K -644 -84%
PFBT
300
Parkside Financial Bank & Trust
Missouri
$25K