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353 hedge funds and large institutions have $8.96B invested in WEX in 2020 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 98 increasing their positions, 130 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more call options, than puts

Call options by funds: $74.1M | Put options by funds: $27.2M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

47% more capital invested

Capital invested by funds: $6.1B → $8.96B (+$2.85B)

14% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 65

2% more funds holding

Funds holding: 346353 (+7)

0.41% more ownership

Funds ownership: 99.48%99.9% (+0.41%)

25% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 130

Holders
353
Holders Change
+7
Holders Change %
+2.02%
% of All Funds
6.25%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
74
Increased
98
Reduced
130
Closed
65
Calls
$74.1M
Puts
$27.2M
Net Calls
+$46.9M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$861M +$10.2M +60,727 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$828M +$14M +83,399 +2%
BlackRock
3
BlackRock
New York
$781M +$11.5M +68,617 +2%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$646M -$25.2M -149,912 -5%
ACM
5
Atlanta Capital Management
Georgia
$565M -$47.8M -283,964 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$498M +$29.7M +176,477 +8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$374M -$11.5M -68,320 -4%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$366M +$28.2M +167,886 +10%
Wells Fargo
9
Wells Fargo
California
$222M +$43.6M +259,466 +31%
State Street
10
State Street
Massachusetts
$206M +$2.92M +17,360 +2%
PCM
11
PAR Capital Management
Massachusetts
$204M +$22.2M +132,000 +15%
Bessemer Group
12
Bessemer Group
New Jersey
$195M +$19.3M +114,733 +14%
WA
13
Wasatch Advisors
Utah
$120M +$36.1M +214,475 +57%
WP
14
Warburg Pincus
New York
$117M
Fidelity Investments
15
Fidelity Investments
Massachusetts
$110M -$2.94M -17,449 -3%
AAMU
16
Amundi Asset Management US
Massachusetts
$108M +$72M +428,025 +412%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$108M +$7.99M +47,510 +10%
LWCFA
18
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93.9M -$17.6M -104,404 -18%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$92.9M +$1.4M +8,326 +2%
Norges Bank
20
Norges Bank
Norway
$87M +$4.34M +25,812 +6%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$86.5M -$2.19M -13,016 -3%
Federated Hermes
22
Federated Hermes
Pennsylvania
$85.5M +$5.1M +30,291 +8%
Brown Advisory
23
Brown Advisory
Maryland
$83M +$33.6M +199,623 +96%
TCG
24
Tremblant Capital Group
Florida
$81.8M +$16.8M +99,763 +33%
BAMCO Inc
25
BAMCO Inc
New York
$76.3M