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WEX
WEX

Overview Fund Activity

278 hedge funds and large institutions have $7.06B invested in WEX in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+14
Holders Change %
+5.3%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
40
Increased
94
Reduced
103
Closed
23
Calls
$4.42M
Puts
$5.09M
Net Calls
-$674K
Net Calls Change
-$351K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$63.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$40.9M
3
FCM
Frontier Capital Management
Massachusetts
+$40.5M
4
Ameriprise
Ameriprise
Minnesota
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$31.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$303M
2
CIP
Champlain Investment Partners
Vermont
-$132M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$102M
4
TCM
TimesSquare Capital Management
New York
-$33.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
226
Cigna Investments
Connecticut
$238K -$5.67K -36 -2%
CIBC Asset Management
227
CIBC Asset Management
Ontario, Canada
$234K – – –
PAM
228
Panagora Asset Management
Massachusetts
$229K – – –
HSBC Holdings
229
HSBC Holdings
United Kingdom
$225K -$27.5K -176 -11%
HighTower Advisors
230
HighTower Advisors
Illinois
$221K -$216K -1,383 -49%
AAM
231
Advisors Asset Management
Colorado
$221K -$25K -167 -10%
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$155K +$4.08K +26 +3%
C
233
Cerebellum
California
$153K +$153K +976 New
WT
234
Whittier Trust
California
$152K – – –
JA
235
JOYN Advisors
Georgia
$128K +$128K +817 New
US Bancorp
236
US Bancorp
Minnesota
$121K – – –
FPFS
237
First Personal Financial Services
North Carolina
$96K -$56.4K -362 -37%
IUHSA
238
Itau Unibanco Holding S.A.
Brazil
$92K +$1.1K +7 +1%
AG
239
Advisor Group
Arizona
$80K -$14.1K -90 -15%
RCAG
240
Rehmann Capital Advisory Group
Michigan
$70K +$70K +444 New
QI
241
QS Investors
New York
$63K – – –
NIT
242
NumerixS Investment Technologies
British Columbia, Canada
$61K +$61K +400 New
CCM
243
Cribstone Capital Management
Maine
$53K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$46K +$1.1K +7 +2%
Bessemer Group
245
Bessemer Group
New Jersey
$38K – – –
WA
246
WealthTrust-Arizona
Arizona
$34K -$1.25K -8 -4%
YWP
247
YorkBridge Wealth Partners
New York
$32K – – –
FHA
248
First Horizon Advisors
Tennessee
$31K – – –
FAM
249
Fred Alger Management
New York
$28K +$28K +178 New
GWM
250
Geneos Wealth Management
Colorado
$27K +$27K +176 New
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