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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
NA
151
Neuburgh Advisers
California
$519K +$55.3K +510 +12%
LCM
152
Landscape Capital Management
New Jersey
$511K +$493K +4,552 New
CGH
153
Crossmark Global Holdings
Texas
$451K +$436K +4,021 New
FCM
154
Flinton Capital Management
Pennsylvania
$427K +$45.5K +420 +12%
DT
155
Diversified Trust
Tennessee
$411K -$164K -1,511 -29%
JCM
156
Janney Capital Management
Pennsylvania
$405K +$123K +1,134 +46%
GT
157
Glenmede Trust
Pennsylvania
$394K +$60.5K +558 +19%
First Manhattan
158
First Manhattan
New York
$381K
Barclays
159
Barclays
United Kingdom
$378K -$61.9K -571 -15%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$367K +$112K +1,038 +47%
DTL
161
Dynamic Technology Lab
Singapore
$361K +$348K +3,210 New
LPL Financial
162
LPL Financial
California
$360K +$28K +258 +9%
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$357K +$11.1K +102 +3%
FM
164
Forward Management
California
$354K +$18.7K +173 +6%
CB
165
Commerce Bank
Missouri
$348K
LIA
166
LS Investment Advisors
Michigan
$342K +$2.49K +23 +0.8%
TAM
167
Tyers Asset Management
Texas
$336K +$35.8K +330 +12%
HighTower Advisors
168
HighTower Advisors
Illinois
$329K +$18.7K +173 +6%
SCM
169
Shelton Capital Management
Colorado
$325K
WAM
170
World Asset Management
Michigan
$319K +$12.1K +112 +4%
O
171
OppenheimerFunds
New York
$315K +$5.63K +52 +2%
ProShare Advisors
172
ProShare Advisors
Maryland
$304K -$15.2K -140 -5%
CCI
173
Columbus Circle Investors
$300K +$290K +2,673 New
Fiera Capital (Canada)
174
Fiera Capital (Canada)
Quebec, Canada
$275K
RCM
175
Riverhead Capital Management
Delaware
$275K +$27.6K +255 +12%