We are live on ! Find out more

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
BlackRock
201
BlackRock
New York
$107K
WT
202
Whittier Trust
California
$96K
MCM
203
Manchester Capital Management
Vermont
$96K +$104K +975 New
VFA
204
Virtus Fund Advisers
Connecticut
$82K
US Bancorp
205
US Bancorp
Minnesota
$78K -$25K -235 -23%
SEC
206
Seven Eight Capital
New York
$69K +$74.6K +700 New
WIL
207
Winifred I. Li
$59K
PCM
208
Prelude Capital Management
New York
$50K +$54.2K +509 New
SC
209
Saturna Capital
Washington
$32K
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$24K -$548K -5,145 -96%
GWA
211
Genesis Wealth Advisors
Massachusetts
$21.4K +$21.3K +200 New
OIA
212
Optimum Investment Advisors
Illinois
$20K
MWP
213
MYCIO Wealth Partners
Pennsylvania
$18K +$19.1K +179 New
GAM
214
Gemmer Asset Management
California
$14K
PMFA
215
Plante Moran Financial Advisors
Michigan
$14K
LNB
216
Ledyard National Bank
$12K
DADC
217
D.A. Davidson & Co
Montana
$9K
Bessemer Group
218
Bessemer Group
New Jersey
$8K -$4.37K -41 -34%
BPBT
219
Boston Private Bank & Trust
Massachusetts
$8K
NSIM
220
North Star Investment Management
Illinois
$8K +$8.52K +80 New
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.22K -$210K -1,970 -3%
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$6K +$959 +9 +17%
BC
223
Bartlett & Co
Ohio
$6K +$6.6K +62 New
FHA
224
First Horizon Advisors
Tennessee
$5K +$4.9K +46 New
WCBA
225
Weaver C. Barksdale & Associates
Tennessee
$4K +$533 +5 +15%