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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
SEI Investments
126
SEI Investments
Pennsylvania
$1.42M +$1.53M +14,332 New
JP Morgan Chase
127
JP Morgan Chase
New York
$1.34M +$1.06M +9,942 +274%
MERSOM
128
Municipal Employees' Retirement System of Michigan
Michigan
$1.24M +$168K +1,580 +14%
SCM
129
Stevens Capital Management
Pennsylvania
$1.24M +$1.33M +12,508 New
HCM
130
Highbridge Capital Management
New York
$1.23M +$1.32M +12,433 New
EMG
131
Ellington Management Group
Connecticut
$1.21M +$1.3M +12,200 New
OPERF
132
Oregon Public Employees Retirement Fund
Oregon
$1.12M
BST
133
Bath Savings Trust
Maine
$1.06M +$297K +2,785 +35%
LSERS
134
Louisiana State Employees Retirement System
Louisiana
$1.05M +$10.7K +100 +1%
Adage Capital Partners
135
Adage Capital Partners
Massachusetts
$1.03M -$7.41M -69,580 -87%
BOC
136
Barbara Oil Co
Illinois
$989K
NSEDCP
137
NJ State Employees Deferred Compensation Plan
New Jersey
$989K
PI
138
Placemark Investments
Illinois
$983K +$114K +1,069 +12%
TI
139
Turner Investments
Pennsylvania
$981K -$3.96M -37,200 -79%
MC
140
Montag & Caldwell
Georgia
$949K -$80.9K -760 -7%
HPC
141
HM Payson & Co
Maine
$930K
DT
142
Diversified Trust
Tennessee
$920K +$991K +9,300 New
AIP
143
Ameritas Investment Partners
Nebraska
$907K -$7.67K -72 -0.8%
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$823K +$313K +2,937 +55%
Barclays
145
Barclays
United Kingdom
$822K +$691K +6,487 +341%
WSA
146
Wall Street Associates
California
$821K -$898K -8,429 -50%
LCM
147
Logan Capital Management
Pennsylvania
$815K
BMCMI
148
Bryn Mawr Capital Management Inc
Pennsylvania
$772K +$832K +7,808 New
WG
149
Winton Group
United Kingdom
$742K +$136K +1,276 +20%
BUB
150
BBVA USA Bancshares
Texas
$737K +$16.3K +153 +2%