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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
Bank of America
26
Bank of America
North Carolina
$69.4M -$4.18M -20,192 -6%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$64.1M +$38.2M +184,534 +139%
N
28
Nuveen
North Carolina
$60.9M +$5.21M +25,146 +9%
SIMG
29
Stephens Investment Management Group
Texas
$59.9M +$109K +528 +0.2%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$58.5M +$4.57M +22,044 +8%
EAM
31
Eagle Asset Management
Florida
$56.2M +$12.1M +58,270 +26%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$53.7M +$54.2M +261,595 +6,499%
Norges Bank
33
Norges Bank
Norway
$50.6M +$973K +4,697 +2%
Victory Capital Management
34
Victory Capital Management
Texas
$48.2M -$2.03M -9,778 -4%
Charles Schwab
35
Charles Schwab
California
$48.2M +$3.61M +17,450 +8%
WJWM
36
Williams Jones Wealth Management
New York
$48M +$49.2M +237,377 New
Ameriprise
37
Ameriprise
Minnesota
$47.4M -$780K -3,765 -2%
CTA
38
Carillon Tower Advisers
Florida
$45.9M +$11.2M +54,270 +31%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$45.3M -$21.5M -103,758 -32%
Artisan Partners
40
Artisan Partners
Wisconsin
$42.7M -$17.2M -83,152 -28%
CCI
41
Columbus Circle Investors
$39.3M +$2.28M +11,006 +6%
Principal Financial Group
42
Principal Financial Group
Iowa
$38.6M -$798K -3,851 -2%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$35.4M -$476K -2,296 -1%
JAM
44
Jupiter Asset Management
United Kingdom
$33.8M +$9.51M +45,927 +38%
Franklin Resources
45
Franklin Resources
California
$32.2M
CC
46
Carlson Capital
Texas
$31.9M +$32.7M +157,875 New
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.1M -$1.63M -7,878 -5%
AAMU
48
Amundi Asset Management US
Massachusetts
$31.1M +$3.28M +15,811 +11%
CRCP
49
Copper Rock Capital Partners
Massachusetts
$30.8M -$8.08K -39 -0%
PCM
50
Peregrine Capital Management
Minnesota
$29.5M +$992K +4,791 +3%