335 hedge funds and large institutions have $4.56B invested in WEX in 2020 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 111 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
335
Holders Change
-9
Holders Change %
-2.62%
% of All Funds
7.4%
Holding in Top 10
1
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-90.91%
% of All Funds
0.02%
New
63
Increased
120
Reduced
111
Closed
68
Calls
$18.4M
Puts
$17.4M
Net Calls
+$964K
Net Calls Change
+$18M
Name Holding Trade Value Shares
Change
Shares
Change %
PRC
301
Pearl River Capital
Michigan
$8K +$8K +78 New
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$7K
GAM
303
Gemmer Asset Management
California
$6K -$1.08K -11 -15%
SPIA
304
Steward Partners Investment Advisory
New York
$6K +$3.64K +40 +154%
APA
305
American Portfolios Advisors
New York
$5.23K -$118K -1,126 -96%
FHA
306
First Horizon Advisors
Tennessee
$5K -$2.5K -25 -33%
TCM
307
Tradewinds Capital Management
Washington
$5K
OPS
308
Orion Portfolio Solutions
Nebraska
$5K +$4.26K +40 +571%
MAM
309
Meeder Asset Management
Ohio
$5K +$4.33K +45 +643%
AW
310
Avion Wealth
Texas
$5K +$5K +45 New
DWM
311
Darwin Wealth Management
Florida
$5K +$5K +50 New
HNB
312
Huntington National Bank
Ohio
$4K -$4.29K -45 -52%
JFGIW
313
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K
WAP
314
Wealthcare Advisory Partners
Pennsylvania
$4K
CI
315
CX Institutional
Indiana
$4K
RWA
316
Ropes Wealth Advisors
Massachusetts
$3K
EARNEST Partners
317
EARNEST Partners
Georgia
$3K
KPW
318
Kore Private Wealth
New York
$2K -$108K -1,023 -98%
MIFH
319
Migdal Insurance & Financial Holdings
Israel
$2K -$68.5K -651 -97%
PCG
320
Private Capital Group
Connecticut
$2K -$4.32K -41 -68%
BCA
321
Berman Capital Advisors
Georgia
$2K +$783 +9 +64%
JCM
322
Jacobi Capital Management
Pennsylvania
$2K +$2K +15 New
ABC
323
Associated Banc-Corp
Wisconsin
$2K +$2K +17 New
AS
324
Altshuler Shaham
Israel
$2K +$2K +22 New
LC
325
Lindbrook Capital
California
$1K -$20.5K -164 -95%