344 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.

Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.56%
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 Market Value Shares Shares
Change
Shares
Change %
CFB
301
Cullen/Frost Bankers
Texas
$25K 122 +122 New
FHA
302
Flagship Harbor Advisors
Massachusetts
$24K 121
FIA
303
FNY Investment Advisers
New York
$21K 107 +107 New
VCM
304
Vigilant Capital Management
Maine
$20K 100
OIA
305
Optimum Investment Advisors
Illinois
$20K 100
VFA
306
Valeo Financial Advisors
Indiana
$20K 100 +100 New
HNB
307
Huntington National Bank
Ohio
$16K 79
CAC
308
Certified Advisory Corp
Florida
$16K 80 +80 New
FHA
309
First Horizon Advisors
Tennessee
$15K 75 -82 -52%
GAM
310
Gemmer Asset Management
California
$15K 72
ADL
311
Asset Dedication LLC
California
$15K 75
PCG
312
Private Capital Group
Connecticut
$12K 60 -48 -44%
TCM
313
Tradewinds Capital Management
Washington
$10K 48
QCG
314
Quadrant Capital Group
Ohio
$9K 49
EWA
315
Evolution Wealth Advisors
Florida
$9K 47 +47 New
WAP
316
Wealthcare Advisory Partners
Pennsylvania
$8K 40
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$7K 34
CI
318
CX Institutional
Indiana
$7K 36 +36 New
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7K 37 +37 New
ST
320
Smithfield Trust
Pennsylvania
$6K 28
RWA
321
Ropes Wealth Advisors
Massachusetts
$6K 28
PWP
322
Personal Wealth Partners
Minnesota
$5K 24
EARNEST Partners
323
EARNEST Partners
Georgia
$5K 26
SPIA
324
Steward Partners Investment Advisory
New York
$5K 26 +26 New
CAPTRUST Financial Advisors
325
CAPTRUST Financial Advisors
North Carolina
$4K 19