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341 hedge funds and large institutions have $8.98B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $38.6M

23% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 40

9% more capital invested

Capital invested by funds: $8.21B → $8.98B (+$764M)

7% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 113

1% more funds holding

Funds holding: 338341 (+3)

0.63% more ownership

Funds ownership: 99.15%99.78% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
341
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
49
Increased
121
Reduced
113
Closed
40
Calls
$53.3M
Puts
$38.6M
Net Calls
+$14.7M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$840M -$9.98M -49,573 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M +$2.17M +10,763 +0.3%
BlackRock
3
BlackRock
New York
$810M +$11.3M +56,101 +1%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$753M -$38.3M -190,211 -5%
ACM
5
Atlanta Capital Management
Georgia
$463M +$42.6M +211,481 +11%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$322M -$49.1M -243,825 -14%
Wells Fargo
7
Wells Fargo
California
$284M +$1.76M +8,735 +0.6%
LWCFA
8
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253M +$1.94M +9,644 +0.8%
State Street
9
State Street
Massachusetts
$216M +$3.34M +16,613 +2%
FCM
10
Frontier Capital Management
Massachusetts
$200M -$3.21M -15,966 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$198M -$34.6M -171,978 -15%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$178M -$876K -4,355 -0.5%
PCM
13
PAR Capital Management
Massachusetts
$151M
TCM
14
TimesSquare Capital Management
New York
$144M +$27.6M +136,900 +25%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$116M -$5.49M -27,267 -5%
ESCM
16
Echo Street Capital Management
New York
$112M -$6.44M -32,014 -6%
Federated Hermes
17
Federated Hermes
Pennsylvania
$110M +$22.1M +109,584 +26%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$97.9M +$480K +2,384 +0.5%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$96.3M -$4.23M -21,015 -4%
BAMCO Inc
20
BAMCO Inc
New York
$93.6M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$90.8M +$3.16M +15,680 +4%
William Blair & Company
22
William Blair & Company
Illinois
$84.3M +$3.68M +18,266 +5%
Bank of America
23
Bank of America
North Carolina
$75.7M +$6.25M +31,074 +9%
Northern Trust
24
Northern Trust
Illinois
$73.1M -$14.9K -74 -0%
Brown Advisory
25
Brown Advisory
Maryland
$69.1M +$496K +2,464 +0.7%