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353 hedge funds and large institutions have $8.96B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $27.2M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more capital invested

Capital invested by funds: $6.1B → $8.96B (+$2.85B)

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

2% more funds holding

Funds holding: 346353 (+7)

0.41% more ownership

Funds ownership: 99.48%99.9% (+0.41%)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
353
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
74
Increased
98
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
201
Virtu Financial
New York
$643K -$475K -2,822 -47%
First Trust Advisors
202
First Trust Advisors
Illinois
$631K -$2.78M -16,533 -84%
OC
203
Oppenheimer & Co
New York
$624K -$50.8K -302 -9%
TC
204
TownSquare Capital
Utah
$611K -$132K -784 -21%
AWM
205
Avior Wealth Management
Nebraska
$610K
SAM
206
Silvercrest Asset Management
New York
$584K +$483K +2,869 New
PA
207
Profund Advisors
Maryland
$577K -$100K -595 -17%
AWA
208
Alta Wealth Advisors
Massachusetts
$572K +$473K +2,810 New
BP
209
Ballentine Partners
Massachusetts
$566K -$1.01K -6 -0.2%
CSS
210
Cubist Systematic Strategies
Connecticut
$536K -$19.2M -114,365 -98%
PA
211
Procyon Advisors
Connecticut
$533K
RJA
212
Raymond James & Associates
Florida
$529K -$146K -865 -25%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$529K -$21K -125 -5%
Commonwealth Equity Services
214
Commonwealth Equity Services
Massachusetts
$521K -$221K -1,314 -34%
WF
215
Welch & Forbes
Massachusetts
$514K
SCM
216
Shelton Capital Management
Colorado
$513K
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
$513K +$18.3K +109 +5%
Franklin Resources
218
Franklin Resources
California
$512K -$23.7K -141 -5%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$511K -$2.74M -16,302 -87%
FAIM
220
Financial Advocates Investment Management
Washington
$499K -$58.9K -350 -13%
Fiera Capital (Canada)
221
Fiera Capital (Canada)
Quebec, Canada
$499K
KeyBank National Association
222
KeyBank National Association
Ohio
$497K +$33.6K +200 +9%
JCM
223
Janney Capital Management
Pennsylvania
$484K -$2.69K -16 -0.7%
WT
224
Whittier Trust
California
$470K +$23.6K +140 +6%
LIA
225
LS Investment Advisors
Michigan
$459K -$86.6K -515 -19%