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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
CT
376
Chicago Trust
Illinois
-$226K -1,455 Closed
Mercer Global Advisors
377
Mercer Global Advisors
Colorado
-$224K -1,440 Closed
XT
378
XTX Topco
Cayman Islands
-$219K -1,407 Closed
KeyBank National Association
379
KeyBank National Association
Ohio
-$218K -1,401 Closed
Stifel Financial
380
Stifel Financial
Missouri
-$218K -1,401 Closed
NAM
381
NorthCrest Asset Manangement
Minnesota
-$218K -1,399 Closed
CP
382
CenterBook Partners
Connecticut
-$212K -1,362 Closed
TCA
383
Transcend Capital Advisors
New Jersey
-$211K -1,354 Closed
EI
384
Ethic Inc
New York
-$206K -1,325 Closed
WAM
385
Wakefield Asset Management
Colorado
-$128K -824 Closed
CA
386
Clearstead Advisors
Ohio
-$109K -700 Closed
COCM
387
Charter Oak Capital Management
New Hampshire
-$42K -268 Closed
FBT
388
First Bank & Trust
South Dakota
-$37K -240 Closed
RTC
389
Riverview Trust Company
Washington
-$15K -94 Closed
CI
390
CX Institutional
Indiana
-$11K -67 Closed
STCOSD
391
Sageworth Trust Company of South Dakota
South Dakota
-$4K -27 Closed
CWP
392
Concord Wealth Partners
Virginia
-$3K -20 Closed
HIA
393
Harbor Investment Advisory
Maryland
-$3.14K -20 Closed
UB
394
UMB Bank
Missouri
-$2K -13 Closed
CAL
395
Capital Advisors Ltd
Ohio
-$314 -2 -67%
TWA
396
TCI Wealth Advisors
Arizona
+$157 +1 New
MIM
397
Macroview Investment Management
Maryland
+$314 +2 New
SIC
398
SJS Investment Consulting
Ohio
+$472 +3 New