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353 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $37.6M

10.71% more ownership

Funds ownership: 97.89%108.6% (+11%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% less funds holding

Funds holding: 354353 (-1)

11% less capital invested

Capital invested by funds: $6.85B → $6.09B (-$757M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 134

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
134
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
QT
276
Quantamental Technologies
New York
$201K +$249K +1,581 New
CMBA
277
C.M. Bidwell & Associates
Hawaii
$198K +$157 +1 +0.1%
BCFD
278
Boit C.F. David
$195K +$242K +1,540 New
HFM
279
Harvest Fund Management
China
$169K
DekaBank Deutsche Girozentrale
280
DekaBank Deutsche Girozentrale
Germany
$115K +$28.9K +184 +26%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$111K +$97.6K +621 +248%
CMF
282
Counterpoint Mutual Funds
California
$110K +$136K +864 New
IUHSA
283
Itau Unibanco Holding S.A.
Brazil
$91K +$112K +715 New
IA
284
IFP Advisors
Florida
$90K +$1.1K +7 +2%
CT
285
Clearstead Trust
Maine
$89K +$110K +700 New
CFGS
286
Concourse Financial Group Securities
Alabama
$70K +$22K +140 +34%
O
287
Ossiam
France
$68K +$84.1K +535 New
Lazard Asset Management
288
Lazard Asset Management
New York
$66K -$68.7K -437 -45%
CCA
289
Column Capital Advisors
Indiana
$66K
LSA
290
Leonteq Securities AG
Switzerland
$61.2K -$2.83K -18 -4%
CHA
291
Carmichael Hill & Associates
Maryland
$57K
OIS
292
Okabena Investment Services
Minnesota
$55K
BSB
293
Bangor Savings Bank
Maine
$48K
APA
294
American Portfolios Advisors
New York
$44.4K -$6.29K -40 -10%
WFA
295
Wipfli Financial Advisors
Wisconsin
$43K +$53.4K +340 New
EI
296
Ellevest Inc
New York
$41K -$3.93K -25 -7%
C
297
Covestor
United Kingdom
$39K +$38.8K +247 +433%
CCM
298
Cribstone Capital Management
Maine
$38K
Carson Wealth (CWM LLC)
299
Carson Wealth (CWM LLC)
Nebraska
$34K +$20.7K +132 +99%
FAM
300
Fred Alger Management
New York
$34K +$41.8K +266 New