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354 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.2M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.92% less ownership

Funds ownership: 98.81%97.89% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 121

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 366354 (-12)

13% less capital invested

Capital invested by funds: $7.89B → $6.85B (-$1.04B)

Holders
354
Holders Change
-12
Holders Change %
-3.28%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
41
Increased
115
Reduced
121
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
276
Transcend Capital Advisors
New Jersey
$211K
EI
277
Ethic Inc
New York
$206K -$9.5K -58 -4%
HFM
278
Harvest Fund Management
China
$206K
TI
279
Tidal Investments
Wisconsin
$201K +$211K +1,291 New
MAM
280
Meeder Asset Management
Ohio
$163K +$151K +922 +762%
Lazard Asset Management
281
Lazard Asset Management
New York
$149K +$117K +713 +284%
WAM
282
Wakefield Asset Management
Colorado
$128K +$135K +824 New
ACM
283
Aquatic Capital Management
Illinois
$124K +$131K +800 New
CA
284
Clearstead Advisors
Ohio
$109K -$450K -2,749 -80%
DekaBank Deutsche Girozentrale
285
DekaBank Deutsche Girozentrale
Germany
$108K +$115K +700 New
FHA
286
First Horizon Advisors
Tennessee
$89K -$20.3K -124 -18%
IA
287
IFP Advisors
Florida
$88K
CCA
288
Column Capital Advisors
Indiana
$81K
LSA
289
Leonteq Securities AG
Switzerland
$77.8K -$491 -3 -0.6%
CHA
290
Carmichael Hill & Associates
Maryland
$70K -$49.1K -300 -40%
OIS
291
Okabena Investment Services
Minnesota
$68K +$7.7K +47 +12%
CFGS
292
Concourse Financial Group Securities
Alabama
$64K -$9.33K -57 -12%
APA
293
American Portfolios Advisors
New York
$60.7K
BSB
294
Bangor Savings Bank
Maine
$59K +$62.2K +380 New
MA
295
MUFG Americas
New York
$58K
EI
296
Ellevest Inc
New York
$54K -$327 -2 -0.6%
CCM
297
Cribstone Capital Management
Maine
$47K
COCM
298
Charter Oak Capital Management
New Hampshire
$42K
CFD
299
Creative Financial Designs
Indiana
$41K
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$40K -$1.64K -10 -4%