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236 hedge funds and large institutions have $3.92B invested in WEX in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

8% more funds holding

Funds holding: 218236 (+18)

0.31% less ownership

Funds ownership: 102.43%102.12% (-0.31%)

10% less capital invested

Capital invested by funds: $4.37B → $3.92B (-$454M)

11% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 84

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
40
Increased
75
Reduced
84
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$18M -$670K -6,294 -3%
Ameriprise
52
Ameriprise
Minnesota
$15.7M -$447K -4,194 -3%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$15.4M +$1.51M +14,144 +10%
Massachusetts Financial Services
54
Massachusetts Financial Services
Massachusetts
$15.2M +$1.08M +10,167 +7%
Charles Schwab
55
Charles Schwab
California
$14.4M +$174K +1,631 +1%
TCIM
56
TIAA CREF Investment Management
New York
$13.9M -$826K -7,753 -5%
Morgan Stanley
57
Morgan Stanley
New York
$13.5M +$11.9M +111,996 +455%
MAA
58
Managed Account Advisors
New Jersey
$13.4M +$41.9K +393 +0.3%
Brown Advisory
59
Brown Advisory
Maryland
$12.8M +$13.8M +129,553 New
EAM
60
EULAV Asset Management
Florida
$11.8M +$1.29M +12,100 +11%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$11.8M +$1.17M +10,943 +10%
Principal Financial Group
62
Principal Financial Group
Iowa
$10.5M +$132K +1,242 +1%
NFA
63
Nationwide Fund Advisors
Ohio
$10.4M -$43K -404 -0.4%
Point72 Asset Management
64
Point72 Asset Management
Connecticut
$10.4M -$298K -2,800 -3%
Invesco
65
Invesco
Georgia
$9.8M -$9.19M -86,245 -47%
AIG
66
American International Group
New York
$9.79M -$307K -2,884 -3%
RIM
67
Rainier Investment Management
Washington
$9.68M -$1.18M -11,070 -10%
WCA
68
Waratah Capital Advisors
Ontario, Canada
$8.86M +$7.42M +69,702 +350%
NIP
69
Nicholas Investment Partners
California
$8.44M +$1.77M +16,603 +24%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$8.29M +$305K +2,864 +3%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$8.03M -$10.7K -100 -0.1%
TAM
72
THB Asset Management
Connecticut
$7.82M -$1.26M -11,842 -13%
AllianceBernstein
73
AllianceBernstein
Tennessee
$7.64M -$117K -1,100 -1%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$7.43M -$30.1K -283 -0.4%
KC
75
Kidron Capital
Minnesota
$7.42M +$7.99M +75,000 New