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338 hedge funds and large institutions have $8.46B invested in WEX in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $16.3M

61% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 31

26% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 104

5% more funds holding

Funds holding: 321338 (+17)

3% more capital invested

Capital invested by funds: $8.19B → $8.46B (+$270M)

2.11% less ownership

Funds ownership: 99.93%97.83% (-2.1%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
338
Holders Change
+17
Holders Change %
+5.3%
% of All Funds
7.73%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
131
Reduced
104
Closed
31
Calls
$30.9M
Puts
$16.3M
Net Calls
+$14.6M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$773M -$22.9M -119,436 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$771M +$21.4M +111,362 +3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$768M +$25.5M +133,158 +4%
BlackRock
4
BlackRock
New York
$747M +$45.3M +236,285 +7%
ACM
5
Atlanta Capital Management
Georgia
$458M -$37.4M -195,218 -8%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$319M -$24.2M -126,171 -7%
JP Morgan Chase
7
JP Morgan Chase
New York
$288M -$2.76M -14,381 -1%
State Street
8
State Street
Massachusetts
$216M +$11.6M +60,384 +6%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$212M +$5.11M +26,661 +3%
Wells Fargo
10
Wells Fargo
California
$204M -$4.05M -21,142 -2%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$194M -$47K -245 -0%
FCM
12
Frontier Capital Management
Massachusetts
$177M +$2.66M +13,890 +2%
PCM
13
PAR Capital Management
Massachusetts
$138M
Victory Capital Management
14
Victory Capital Management
Texas
$132M +$30.3M +158,212 +32%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$96.5M +$97.2K +507 +0.1%
BAMCO Inc
16
BAMCO Inc
New York
$90.3M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$89.7M +$4.44M +23,169 +5%
Federated Hermes
18
Federated Hermes
Pennsylvania
$89.4M +$82.5M +430,032 +2,777%
TCM
19
TimesSquare Capital Management
New York
$87.8M -$20.9M -108,840 -20%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$76.7M +$7.62M +39,712 +12%
SIMG
21
Stephens Investment Management Group
Texas
$76M -$1.47M -7,670 -2%
William Blair & Company
22
William Blair & Company
Illinois
$70.6M -$29.9K -156 -0%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$69M -$1.87M -9,768 -3%
Ameriprise
24
Ameriprise
Minnesota
$69M +$1.35M +7,040 +2%
Northern Trust
25
Northern Trust
Illinois
$68.2M -$1.48M -7,696 -2%