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338 hedge funds and large institutions have $8.46B invested in WEX in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $16.3M

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

5% more funds holding

Funds holding: 321338 (+17)

3% more capital invested

Capital invested by funds: $8.19B → $8.46B (+$270M)

2.11% less ownership

Funds ownership: 99.93%97.83% (-2.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
7.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
131
Reduced
104
Closed
31
Calls
$30.9M
Puts
$16.3M
Net Calls
+$14.6M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$65M -$7.46M -38,874 -11%
ESCM
27
Echo Street Capital Management
New York
$62.2M +$20.7M +108,148 +54%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$60.8M -$14.6M -76,292 -20%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$57.4M +$2.24M +11,671 +4%
Brown Advisory
30
Brown Advisory
Maryland
$49.5M +$1.81M +9,436 +4%
Massachusetts Financial Services
31
Massachusetts Financial Services
Massachusetts
$49M +$12.6M +65,476 +37%
WJA
32
Williams Jones & Associates
New York
$48.7M -$380K -1,982 -0.8%
TCIM
33
TIAA CREF Investment Management
New York
$48.3M -$3.37M -17,574 -7%
CCI
34
Columbus Circle Investors
$47.5M +$2.85M +14,862 +7%
Goldman Sachs
35
Goldman Sachs
New York
$41.7M -$11.6M -60,730 -23%
DCM
36
Daruma Capital Management
New York
$41.4M -$33.9M -176,728 -46%
Norges Bank
37
Norges Bank
Norway
$40.2M +$5.43M +28,322 +16%
Deutsche Bank
38
Deutsche Bank
Germany
$39.9M +$95.3K +497 +0.3%
Principal Financial Group
39
Principal Financial Group
Iowa
$39.7M +$2.92M +15,227 +8%
Charles Schwab
40
Charles Schwab
California
$39.4M -$9.23M -48,112 -20%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$35.7M -$47.3M -246,601 -58%
Point72 Asset Management
42
Point72 Asset Management
Connecticut
$35.2M -$4.66M -24,300 -12%
Citadel Advisors
43
Citadel Advisors
Florida
$34.9M -$24.8M -129,577 -43%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$33.3M -$16.7M -87,003 -34%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$31.5M -$475K -2,477 -2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$29.9M +$1.71M +8,903 +6%
ORI
47
Oak Ridge Investments
Illinois
$29.3M -$2.72M -14,168 -9%
USAA
48
United Services Automobile Association
Texas
$28.5M -$4.46M -23,252 -14%
BCPEM
49
Bain Capital Public Equity Management
Massachusetts
$26.4M +$14.4M +75,133 +133%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$25.5M +$1.09M +5,684 +5%