We are live on ! Find out more

353 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $37.6M

10.71% more ownership

Funds ownership: 97.89%108.6% (+11%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% less funds holding

Funds holding: 354353 (-1)

11% less capital invested

Capital invested by funds: $6.85B → $6.09B (-$757M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 134

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
134
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
176
Connectus Wealth
Ohio
$1.07M +$1.33M +8,435 New
X
177
Xponance
Pennsylvania
$1.06M -$41.2K -262 -3%
URS
178
Utah Retirement Systems
Utah
$1.01M
SC
179
Sepio Capital
Utah
$962K -$112K -715 -9%
BAM
180
Bullseye Asset Management
Colorado
$955K -$15.6K -99 -1%
Daiwa Securities Group
181
Daiwa Securities Group
Japan
$942K +$22.6K +144 +2%
PAM
182
Paradigm Asset Management
New York
$937K -$15.7K -100 -1%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$921K +$914K +5,813 +402%
SO
184
STRS Ohio
Ohio
$917K +$219K +1,395 +24%
NMERB
185
New Mexico Educational Retirement Board
New Mexico
$901K
CIC
186
Cornercap Investment Counsel
Georgia
$893K +$92.4K +588 +9%
ACM
187
AREX Capital Management
New York
$889K +$1.1M +7,000 New
JF
188
Jump Financial
Illinois
$889K +$1.1M +7,008 New
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$810K -$181K -1,151 -15%
PVH
190
Psagot Value Holdings
Israel
$800K -$267K -1,700 -21%
Connor, Clark & Lunn Investment Management (CC&L)
191
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$793K -$384K -2,441 -28%
QCM
192
Quantinno Capital Management
New York
$783K +$89.3K +568 +10%
SOADOR
193
State of Alaska Department of Revenue
Alaska
$779K -$51.1K -325 -5%
ZB
194
Zions Bancorporation
Utah
$777K +$629 +4 +0.1%
PNC Financial Services Group
195
PNC Financial Services Group
Pennsylvania
$775K -$73.7K -469 -7%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$749K
Sumitomo Mitsui Trust Group
197
Sumitomo Mitsui Trust Group
Japan
$745K -$430K -2,735 -32%
Zurich Cantonal Bank
198
Zurich Cantonal Bank
Switzerland
$745K +$73.7K +469 +9%
Handelsbanken Fonder
199
Handelsbanken Fonder
Sweden
$729K
UBS Group
200
UBS Group
Switzerland
$723K -$1.36M -8,648 -60%