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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
TA
276
Teton Advisors
New York
$204K +$168K +1,000 New
B
277
Barings
North Carolina
$203K +$168K +996 New
EI
278
Ethic Inc
New York
$200K +$166K +984 New
FMT
279
First Mercantile Trust
Tennessee
$197K -$13.5K -80 -8%
FHC
280
First Horizon Corporation
Tennessee
$196K -$35.5K -211 -18%
CCA
281
Column Capital Advisors
Indiana
$169K -$2.19K -13 -2%
EI
282
Ellevest Inc
New York
$158K -$2.52K -15 -2%
CA
283
Clearstead Advisors
Ohio
$142K +$118K +700 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
284
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$137K +$114K +675 New
CHA
285
Carmichael Hill & Associates
Maryland
$122K +$16.8K +100 +20%
ASN
286
Advisory Services Network
Georgia
$90K -$8.75K -52 -11%
CFGS
287
Concourse Financial Group Securities
Alabama
$90K +$2.52K +15 +4%
LSA
288
Leonteq Securities AG
Switzerland
$89.1K +$73.7K +438 New
APA
289
American Portfolios Advisors
New York
$79.4K -$9.42K -56 -13%
FF
290
FourThought Financial
Florida
$71K +$58.9K +350 New
IAIM
291
International Assets Investment Management
Florida
$71K +$59K +351 New
S
292
SignatureFD
Georgia
$69K +$5.38K +32 +10%
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$69K +$53.2K +316 +1,505%
CCM
294
Cribstone Capital Management
Maine
$62K +$841 +5 +2%
Parallax Volatility Advisers
295
Parallax Volatility Advisers
California
$59K -$249K -1,482 -84%
CFD
296
Creative Financial Designs
Indiana
$54K
BCV
297
Banque Cantonale Vaudoise
Switzerland
$51K
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$51K
IA
299
IFP Advisors
Florida
$50K +$18.8K +112 +75%
DWA
300
Dougherty Wealth Advisers
Minnesota
$44K