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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
HPC
126
HM Payson & Co
Maine
$3.69M -$41.4K -200 -1%
OPERF
127
Oregon Public Employees Retirement Fund
Oregon
$3.59M +$99.8K +482 +3%
AIP
128
Ameritas Investment Partners
Nebraska
$3.5M +$978K +4,720 +37%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.47M +$12.6K +61 +0.4%
Massachusetts Financial Services
130
Massachusetts Financial Services
Massachusetts
$3.38M -$286K -1,383 -8%
Barclays
131
Barclays
United Kingdom
$3.38M +$1.8M +8,670 +108%
Pacer Advisors
132
Pacer Advisors
Pennsylvania
$3.25M -$224K -1,081 -6%
CB
133
Commerce Bank
Missouri
$3.22M +$2.71M +13,091 +463%
CAM
134
ClariVest Asset Management
California
$3.15M -$20.7K -100 -0.6%
Credit Agricole
135
Credit Agricole
France
$3M -$1.78M -8,600 -37%
AG
136
Aperio Group
California
$2.98M +$170K +822 +6%
FG
137
Formula Growth
Quebec, Canada
$2.97M
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$2.87M -$32.7K -158 -1%
Man Group
139
Man Group
United Kingdom
$2.74M -$1.86M -8,979 -40%
SWM
140
SVA Wealth Management
Wisconsin
$2.63M -$829 -4 -0%
LP
141
LMR Partners
United Kingdom
$2.59M -$381K -1,838 -13%
NMIMC
142
Northwestern Mutual Investment Management Company
Wisconsin
$2.49M +$829 +4 +0%
LCM
143
Logan Capital Management
Pennsylvania
$2.45M -$11.4K -55 -0.5%
UBS Group
144
UBS Group
Switzerland
$2.28M -$2.71M -13,096 -54%
AB
145
Amalgamated Bank
New York
$2.28M +$285K +1,377 +14%
HC
146
Henshaw Capital
Massachusetts
$2.27M
SI
147
Stephens Inc
Arkansas
$2.25M +$8.49K +41 +0.4%
Citadel Advisors
148
Citadel Advisors
Florida
$2.2M -$48.1M -232,007 -96%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$2.1M -$145K -700 -6%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$2.08M -$1.44M -6,970 -40%