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221 hedge funds and large institutions have $3.55B invested in WEX in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,175% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $1.03M

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

69% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 59

8% more capital invested

Capital invested by funds: $3.28B → $3.55B (+$273M)

6% more funds holding

Funds holding: 209221 (+12)

1.24% more ownership

Funds ownership: 102.36%103.6% (+1.2%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
+12
Holders Change %
+5.74%
% of All Funds
5.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
100
Reduced
59
Closed
20
Calls
$13.1M
Puts
$1.03M
Net Calls
+$12.1M
Net Calls Change
+$11.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$333M +$3.23M +36,212 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$247M +$6.19M +69,459 +3%
JHIU
3
Janus Henderson Investors US
Colorado
$207M +$12M +134,818 +6%
ACM
4
Atlanta Capital Management
Georgia
$180M -$1.77M -19,901 -1%
Wells Fargo
5
Wells Fargo
California
$164M -$22.5M -252,764 -12%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$143M +$29.8M +334,325 +26%
CIP
7
Champlain Investment Partners
Vermont
$138M +$798K +8,945 +0.6%
TCM
8
TimesSquare Capital Management
New York
$129M +$11.2M +126,120 +9%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$128M -$13.7M -153,923 -10%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$127M -$1.45M -16,275 -1%
JP Morgan Chase
11
JP Morgan Chase
New York
$124M +$46M +515,569 +58%
BFA
12
BlackRock Fund Advisors
California
$121M +$6.19M +69,443 +5%
BIT
13
BlackRock Institutional Trust
California
$100M +$3.51M +39,354 +4%
State Street
14
State Street
Massachusetts
$91.6M +$712K +7,978 +0.8%
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$64.5M +$3.72M +41,666 +6%
BAMCO Inc
16
BAMCO Inc
New York
$53.2M
DCM
17
Daruma Capital Management
New York
$50.8M -$1.33M -14,857 -3%
HIM
18
Hermes Investment Management
United Kingdom
$45M +$4.16M +46,676 +10%
Deutsche Bank
19
Deutsche Bank
Germany
$44.6M -$1.29M -14,493 -3%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$42.7M -$520K -5,828 -1%
PCM
21
PAR Capital Management
Massachusetts
$37.2M +$1.78M +20,000 +5%
Northern Trust
22
Northern Trust
Illinois
$36.9M +$829K +9,291 +2%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$36.7M +$5.71M +64,048 +18%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$34M -$23M -257,780 -40%
ORI
25
Oak Ridge Investments
Illinois
$34M -$636K -7,128 -2%