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WEX
WEX

Overview Fund Activity

236 hedge funds and large institutions have $3.92B invested in WEX in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 20 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
40
Increased
75
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$135M
2
GAM
2
Gotham Asset Management
New York
$29.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$123M
4
SIMG
4
Stephens Investment Management Group
Texas
$18.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$18M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$92.3M
2
CCI
2
Columbus Circle Investors
$0
3
ORI
3
Oak Ridge Investments
Illinois
$72.9M
4
KAM
4
Keeley Asset Management
Illinois
$23.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$79.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
226
MV Capital Management
Maryland
$4K 40 +40 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$3.46K 35 – –
WRM
228
Westport Resources Management
Connecticut
$3K 31 – –
Creative Planning
229
Creative Planning
Kansas
$2K 20 -7 -26%
WA
230
WealthTrust-Arizona
Arizona
$2K 25 – –
TRCT
231
Tower Research Capital (TRC)
New York
$1K 15 -885 -98%
EFSCE
232
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 11 – –
ECM
233
Exchange Capital Management
Michigan
$1K 12 +12 New
SIA
234
Stancorp Investment Advisers
Oregon
$1K 14 +14 New
BRWA
235
B. Riley Wealth Advisors
Florida
$9 88 +88 New
CCI
236
Columbus Circle Investors
– – -268,392 Closed
ICOM
237
Investment Counselors of Maryland
Maryland
– – -92,535 Closed
AAMU
238
Amundi Asset Management US
Massachusetts
– – -88,572 Closed
DCM
239
Driehaus Capital Management
Illinois
– – -76,678 Closed
MC
240
Maplelane Capital
New York
– – -50,000 Closed
ESCM
241
Echo Street Capital Management
New York
– – -44,591 Closed
ICRM
242
Insight Capital Research & Management
California
– – -44,420 Closed
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
– – -8,118 Closed
FMT
244
First Mercantile Trust
Tennessee
– – -6,800 Closed
PP
245
PDT Partners
New York
– – -4,341 Closed
Nomura Holdings
246
Nomura Holdings
Japan
– – -3,530 Closed
Los Angeles Capital Management
247
Los Angeles Capital Management
California
– – -3,462 Closed
BNP Paribas Financial Markets
248
BNP Paribas Financial Markets
France
– – -3,205 Closed
QT
249
Quantbot Technologies
New York
– – -2,688 Closed
QIM
250
Quest Investment Management
Oregon
– – -2,508 Closed
7 8 9
10
11