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345 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

1% more funds holding

Funds holding: 341345 (+4)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.28% less ownership

Funds ownership: 99.78%99.5% (-0.28%)

3% less capital invested

Capital invested by funds: $8.98B → $8.7B (-$275M)

5% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 119

6% less call options, than puts

Call options by funds: $88.5M | Put options by funds: $93.7M

Holders
345
Holders Change
+4
Holders Change %
+1.17%
% of All Funds
7.57%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$815M +$7.46M +36,021 +0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$801M -$15.8M -76,392 -2%
BlackRock
3
BlackRock
New York
$781M -$5.69M -27,450 -0.7%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$726M -$5.87M -28,333 -0.8%
ACM
5
Atlanta Capital Management
Georgia
$449M -$692K -3,341 -0.2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$304M -$8.24M -39,792 -3%
Wells Fargo
7
Wells Fargo
California
$290M +$14.7M +70,793 +5%
LWCFA
8
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$248M +$2.38M +11,472 +0.9%
JP Morgan Chase
9
JP Morgan Chase
New York
$235M +$40.5M +195,538 +20%
State Street
10
State Street
Massachusetts
$207M -$2.79M -13,450 -1%
FCM
11
Frontier Capital Management
Massachusetts
$194M -$298K -1,439 -0.1%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$175M +$2.05M +9,894 +1%
PCM
13
PAR Capital Management
Massachusetts
$147M
TCM
14
TimesSquare Capital Management
New York
$133M -$7.91M -38,172 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$110M +$15.5M +74,734 +16%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$97.6M +$4.15M +20,039 +4%
ESCM
17
Echo Street Capital Management
New York
$94.6M -$14.5M -69,775 -13%
Federated Hermes
18
Federated Hermes
Pennsylvania
$93.6M -$13.3M -64,290 -12%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$91.7M -$21.4M -103,155 -19%
BAMCO Inc
20
BAMCO Inc
New York
$90.9M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$90M +$1.82M +8,770 +2%
William Blair & Company
22
William Blair & Company
Illinois
$81.5M -$391K -1,890 -0.5%
Invesco
23
Invesco
Georgia
$71.9M +$13.8M +66,667 +23%
Northern Trust
24
Northern Trust
Illinois
$70.3M -$768K -3,706 -1%
Brown Advisory
25
Brown Advisory
Maryland
$69.6M +$2.57M +12,391 +4%