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221 hedge funds and large institutions have $5.39B invested in WEX in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $1.87M | Put options by funds: $449K

130% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 50

12% more capital invested

Capital invested by funds: $4.79B → $5.39B (+$595M)

4.74% more ownership

Funds ownership: 107.09%111.83% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 228221 (-7)

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
5.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
20
Increased
115
Reduced
50
Closed
26
Calls
$1.87M
Puts
$449K
Net Calls
+$1.43M
Net Calls Change
+$5.42M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
FDx Advisors
Illinois
$968K +$33.5K +309 +4%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$958K +$78K +720 +9%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$944K -$12.2K -113 -1%
HPC
129
HM Payson & Co
Maine
$924K +$99.2K +915 +13%
Citigroup
130
Citigroup
New York
$913K +$119K +1,096 +16%
QIM
131
Quantitative Investment Management
Virginia
$897K +$867K +8,000 New
AB
132
Amalgamated Bank
New York
$869K -$14.1K -130 -2%
BC
133
Brinker Capital
Pennsylvania
$846K +$817K +7,536 New
ANTB
134
AMG National Trust Bank
Colorado
$844K +$25.3K +233 +3%
URS
135
Utah Retirement Systems
Utah
$808K
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$737K -$32.2K -297 -4%
Rafferty Asset Management
137
Rafferty Asset Management
New York
$734K +$79.2K +731 +13%
CIP
138
Chartwell Investment Partners
Pennsylvania
$657K -$174K -1,608 -22%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$653K +$20.3K +187 +3%
Pacer Advisors
140
Pacer Advisors
Pennsylvania
$652K +$43.4K +400 +7%
Two Sigma Investments
141
Two Sigma Investments
New York
$610K +$258K +2,377 +78%
BST
142
Bath Savings Trust
Maine
$604K +$5.42K +50 +0.9%
GCP
143
GSA Capital Partners
United Kingdom
$594K +$102K +937 +21%
NMIMC
144
Northwestern Mutual Investment Management Company
Wisconsin
$586K -$155K -1,426 -21%
SAM
145
Securian Asset Management
Minnesota
$566K +$24K +221 +5%
N
146
Natixis
France
$550K +$252K +2,324 +90%
SAM
147
Symphony Asset Management
California
$549K -$1.09M -10,057 -67%
MC
148
Montag & Caldwell
Georgia
$537K -$9.75K -90 -2%
OAM
149
Oppenheimer Asset Management
New York
$524K -$15.6K -144 -3%
PA
150
Profund Advisors
Maryland
$523K +$60.9K +562 +14%