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345 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.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

1% more funds holding

Funds holding: 341345 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.28% less ownership

Funds ownership: 99.78%99.5% (-0.28%)

3% less capital invested

Capital invested by funds: $8.98B → $8.7B (-$275M)

5% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 119

6% less call options, than puts

Call options by funds: $88.5M | Put options by funds: $93.7M

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.57%
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 Holding Trade Value Shares
Change
Change in
Stake
BFEC
326
Benjamin F. Edwards & Company
Missouri
$4K
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$4K
HGWM
328
Harvest Group Wealth Management
Massachusetts
$4K
Acadian Asset Management
329
Acadian Asset Management
Massachusetts
$4K +$4.97K +24 New
APA
330
American Portfolios Advisors
New York
$3.03K
CMBA
331
C.M. Bidwell & Associates
Hawaii
$3K +$2.9K +14 New
CBT
332
Capital Bank & Trust
California
$3K +$3.31K +16 New
Lazard Asset Management
333
Lazard Asset Management
New York
$2K -$2.52M -12,163 -100%
BCA
334
Berman Capital Advisors
Georgia
$2K
TFGT
335
TS Financial Group (TSFG)
Illinois
$2K
HI
336
Hudock Inc
Pennsylvania
$2K +$2.07K +10 New
APC
337
Aspire Private Capital
North Carolina
$1K
FANJ
338
Financial Architects (New Jersey)
New Jersey
$1K
GRP
339
Global Retirement Partners
California
$1K
GSWM
340
Golden State Wealth Management
California
$1K
MAM
341
Meeder Asset Management
Ohio
$1K
TIM
342
Tortoise Investment Management
New York
$1K
AS
343
Altshuler Shaham
Israel
$1K +$621 +3 New
GT
344
Glenmede Trust
Pennsylvania
$80 +$13K +63 +19%
MCM
345
Moore Capital Management
New York
-$41.6M -200,000 Closed
JCM
346
Junto Capital Management
New York
-$41.1M -197,288 Closed
USAA
347
United Services Automobile Association
Texas
-$31M -148,848 Closed
TCM
348
Thames Capital Management
New Jersey
-$13.3M -63,990 Closed
Alyeska Investment Group
349
Alyeska Investment Group
Illinois
-$8.39M -40,315 Closed
Canada Life
350
Canada Life
Manitoba, Canada
-$5.28M -25,378 Closed