We are live on ! Find out more

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
BC
151
Brinker Capital
Pennsylvania
$2.07M +$391K +1,889 +23%
MS
152
Maven Securities
Jersey
$2.03M +$2.1M +10,128 New
RCM
153
Red Cedar Management
Utah
$2.02M
GC
154
Guggenheim Capital
Illinois
$1.98M -$216K -1,041 -10%
NA
155
Neuburgh Advisers
California
$1.96M
XK
156
Xact Kapitalforvaltning
Sweden
$1.87M
RJA
157
Raymond James & Associates
Florida
$1.83M -$197K -952 -9%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$1.82M +$67.7K +327 +4%
LCAM
159
Lee Capital Asset Management
New York
$1.77M -$1.15M -5,559 -39%
CS
160
Candriam SCA
Luxembourg
$1.74M +$1.79M +8,633 New
AAM
161
Advisors Asset Management
Colorado
$1.73M +$167K +806 +10%
NA
162
Navellier & Associates
Nevada
$1.73M -$50.7K -245 -3%
VRS
163
Virginia Retirement Systems
Virginia
$1.7M +$476K +2,300 +38%
LPL Financial
164
LPL Financial
California
$1.69M -$68.6K -331 -4%
URS
165
Utah Retirement Systems
Utah
$1.64M +$20.7K +100 +1%
FCM
166
Flinton Capital Management
Pennsylvania
$1.61M
MERSOM
167
Municipal Employees' Retirement System of Michigan
Michigan
$1.6M -$6.21K -30 -0.4%
SOADOR
168
State of Alaska Department of Revenue
Alaska
$1.56M +$598K +2,886 +60%
COPPSERS
169
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.54M -$414 -2 -0%
SC
170
Sepio Capital
Utah
$1.53M +$95.5K +461 +6%
MIFH
171
Migdal Insurance & Financial Holdings
Israel
$1.53M +$19.1K +92 +1%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$1.52M
TC
173
TownSquare Capital
Utah
$1.42M +$737K +3,559 +96%
PIA
174
Piedmont Investment Advisors
North Carolina
$1.42M -$59.7K -288 -4%
Rafferty Asset Management
175
Rafferty Asset Management
New York
$1.3M -$135K -650 -9%