We are live on ! Find out more

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
SIMG
26
Stephens Investment Management Group
Texas
$73.2M +$9.37M +55,678 +18%
Northern Trust
27
Northern Trust
Illinois
$70.7M -$57.2K -340 -0.1%
Goldman Sachs
28
Goldman Sachs
New York
$69.9M +$11.6M +68,926 +25%
N
29
Nuveen
North Carolina
$69.8M +$5.76M +34,256 +11%
Invesco
30
Invesco
Georgia
$68.9M -$33.1M -196,563 -37%
AAM
31
Ardevora Asset Management
United Kingdom
$63.1M +$10.3M +61,200 +25%
Bank of America
32
Bank of America
North Carolina
$62.2M -$11.9M -70,873 -19%
Citigroup
33
Citigroup
New York
$55.7M +$41.3M +245,704 +881%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$54M +$4.24M +25,195 +11%
William Blair & Company
35
William Blair & Company
Illinois
$53.4M -$11.1M -66,215 -20%
Charles Schwab
36
Charles Schwab
California
$52.2M +$1.08M +6,431 +3%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$49.7M +$235K +1,396 +0.6%
Morgan Stanley
38
Morgan Stanley
New York
$47.6M +$5.8M +34,468 +17%
WJWM
39
Williams Jones Wealth Management
New York
$45.3M -$515K -3,060 -1%
DZ Bank
40
DZ Bank
Germany
$34.9M -$76.7M -456,162 -72%
PFM
41
Premier Fund Managers
United Kingdom
$34.7M
Citadel Advisors
42
Citadel Advisors
Florida
$34.6M +$16.4M +97,777 +135%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$30.3M -$3.95M -23,468 -14%
Principal Financial Group
44
Principal Financial Group
Iowa
$26.6M -$14.6K -87 -0.1%
PPA
45
Parametric Portfolio Associates
Washington
$26.5M +$1.61M +9,586 +8%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$26.3M +$90.7K +539 +0.4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$25.3M +$102K +608 +0.5%
Ameriprise
48
Ameriprise
Minnesota
$25.3M -$1.05M -6,227 -5%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$25M -$1.17M -6,930 -5%
RMDI
50
R.M. Davis Inc
Maine
$25M +$638K +3,792 +3%