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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
PWLP
176
Prio Wealth Limited Partnership
Massachusetts
$395K
PNC
177
Park National Corp
Ohio
$393K
AB
178
Amalgamated Bank
New York
$391K +$2.56K +24 +0.6%
WBC
179
Westpac Banking Corp
Australia
$385K +$68.2K +640 +20%
First Manhattan
180
First Manhattan
New York
$363K +$29.1K +273 +8%
NI
181
Numeric Investors
Massachusetts
$317K +$341K +3,200 New
SAM
182
Symphony Asset Management
California
$311K +$2.98K +28 +0.9%
WAM
183
World Asset Management
Michigan
$305K -$48.9K -459 -13%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$297K
Canada Life
185
Canada Life
Manitoba, Canada
$282K
CAM
186
Capstone Asset Management
Texas
$267K -$55.4K -520 -16%
SG Americas Securities
187
SG Americas Securities
New York
$265K +$286K +2,682 New
CIM
188
Contravisory Investment Management
Massachusetts
$247K
CIM
189
CIM Investment Management
Pennsylvania
$246K +$265K +2,484 New
RFC
190
Russell Frank Company
Washington
$239K +$244K +2,287 +2,024%
CBU
191
CIBC Bank USA
Illinois
$218K
HNB
192
Huntington National Bank
Ohio
$205K -$157K -1,474 -42%
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$156K
GT
194
Glenmede Trust
Pennsylvania
$155K -$384K -3,602 -70%
HR
195
Howe & Rusling
New York
$148K
RA
196
Rational Advisors
New York
$143K +$154K +1,450 New
PAM
197
Panagora Asset Management
Massachusetts
$138K
OA
198
OFI Advisors
Pennsylvania
$126K +$11.3K +106 +9%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$115K -$26.7K -251 -18%
EWM
200
Evercore Wealth Management
New York
$113K -$44.9K -422 -27%