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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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$373M +$8.99M +84,391 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$240M +$2.96M +27,818 +1%
BFA
3
BlackRock Fund Advisors
California
$177M +$11.1M +104,100 +6%
TCM
4
TimesSquare Capital Management
New York
$143M -$4.93M -46,275 -3%
CIP
5
Champlain Investment Partners
Vermont
$135M +$50.3M +472,705 +53%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$130M +$10.8M +101,832 +8%
State Street
7
State Street
Massachusetts
$128M -$1.92M -18,051 -1%
Capital Research Global Investors
8
Capital Research Global Investors
California
$123M +$24.3M +227,912 +22%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$108M -$7.25M -68,070 -6%
ACM
10
Atlanta Capital Management
Georgia
$106M +$1.04M +9,736 +0.9%
BIT
11
BlackRock Institutional Trust
California
$105M -$786K -7,380 -0.7%
William Blair & Company
12
William Blair & Company
Illinois
$92.3M -$49M -459,919 -33%
CWAM
13
Columbia Wanger Asset Management
Illinois
$82.1M +$6.71M +63,000 +8%
B
14
BloombergSen
Ontario, Canada
$81M -$3.99M -37,443 -4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$79.9M -$19.8M -186,000 -19%
ORI
16
Oak Ridge Investments
Illinois
$72.9M -$28.5M -267,366 -27%
Northern Trust
17
Northern Trust
Illinois
$68.1M +$170K +1,597 +0.2%
DCM
18
Daruma Capital Management
New York
$66.5M -$310K -2,909 -0.4%
BAMCO Inc
19
BAMCO Inc
New York
$64.3M
JHIU
20
Janus Henderson Investors US
Colorado
$62.4M +$9.03M +84,790 +16%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$58.4M -$136K -1,280 -0.2%
LWCFA
22
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.3M +$3.45M +32,392 +6%
FCM
23
Frontier Capital Management
Massachusetts
$52.7M -$15.4M -144,785 -21%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$52.3M +$20.7K +194 +0%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$51.2M +$8.88M +83,333 +19%