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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
PA
301
Parallel Advisors
California
$40K -$176K -1,044 -84%
BCA
302
Berman Capital Advisors
Georgia
$37K +$1.68K +10 +6%
QCG
303
Quadrant Capital Group
Ohio
$29K -$5.05K -30 -18%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$28K +$11.3K +67 +93%
HS
305
Horan Securities
United States
$27K
AF
306
Advisornet Financial
Minnesota
$25K -$1.68K -10 -7%
LFG
307
Larson Financial Group
Missouri
$25K
CAAS
308
Capital Asset Advisory Services
Michigan
$22K +$18.5K +110 New
VFA
309
Valeo Financial Advisors
Indiana
$20K
VCM
310
Vigilant Capital Management
Maine
$20K
RFA
311
Reilly Financial Advisors
California
$19K +$15.8K +94 New
HFM
312
Harvest Fund Management
China
$18K +$15.6K +93 New
CCA
313
Childress Capital Advisors
Texas
$17K +$12.1K +72 New
AIG
314
American International Group
New York
$16.2K -$201K -1,196 -1%
WTC
315
WhitTier Trust Company
Nevada
$16K +$13.5K +80 New
BFEC
316
Benjamin F. Edwards & Company
Missouri
$15K -$168K -1,000 -93%
ST
317
Smithfield Trust
Pennsylvania
$14K
MAM
318
Meeder Asset Management
Ohio
$14K +$1.18K +7 +11%
FHA
319
First Horizon Advisors
Tennessee
$14K +$3.03K +18 +36%
GAM
320
Gemmer Asset Management
California
$12K
HWM
321
Holloway Wealth Management
Florida
$12K
AFG
322
Albion Financial Group
Utah
$12K +$10.1K +60 New
SPIA
323
Steward Partners Investment Advisory
New York
$11K +$2.69K +16 +40%
TCM
324
Tradewinds Capital Management
Washington
$10K
EIM
325
Essex Investment Management
Massachusetts
$9K