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WEX
WEX

Overview Fund Activity

337 hedge funds and large institutions have $8.46B invested in WEX in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 131 increasing their positions, 104 reducing their positions, and 31 closing their positions.

Holders
337
Holders Change
+17
Holders Change %
+5.31%
% of All Funds
7.72%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
50
Increased
131
Reduced
104
Closed
31
Calls
$30.9M
Puts
$16.3M
Net Calls
+$14.6M
Net Calls Change
-$14.9M

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$89.4M
2
BlackRock
2
BlackRock
New York
$747M
3
Victory Capital Management
3
Victory Capital Management
Texas
$132M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$768M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$771M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$35.7M
3
ACM
3
Atlanta Capital Management
Georgia
$458M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$12.7M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
226
LS Investment Advisors
Michigan
$548K 2,730 +83 +3%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$545K 2,714 +101 +4%
FM
228
Forward Management
California
$540K 2,690 -499 -16%
ACI
229
AMP Capital Investors
Australia
$537K 2,700 – –
WAM
230
World Asset Management
Michigan
$512K 2,548 +133 +6%
WF
231
Welch & Forbes
Massachusetts
$507K 2,525 – –
Fiera Capital (Canada)
232
Fiera Capital (Canada)
Quebec, Canada
$492K 2,450 – –
KeyBank National Association
233
KeyBank National Association
Ohio
$465K 2,316 – –
Verition Fund Management
234
Verition Fund Management
Connecticut
$454K 2,263 +2,263 New
CI
235
Cavalier Investments
Georgia
$452K 2,249 – –
LCG
236
Lisanti Capital Growth
New York
$451K 2,245 +2,245 New
BTW
237
Boston Trust Walden
Massachusetts
$427K 2,128 -64,672 -97%
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
$413K 2,057 -100 -5%
SO
239
STRS Ohio
Ohio
$412K 2,057 +176 +9%
SFS
240
Sowell Financial Services
Arkansas
$410K 2,044 +2,044 New
EVM
241
Eaton Vance Management
Massachusetts
$409K 2,038 -28 -1%
FHB
242
First Hawaiian Bank
Hawaii
$409K 2,035 +2,035 New
ZB
243
Zions Bancorporation
Utah
$408K 2,034 -39 -2%
ACM
244
AlphaStar Capital Management
North Carolina
$405K 2,017 +2,017 New
MC
245
Montag & Caldwell
Georgia
$400K 1,993 -1,631 -45%
BTS
246
BB&T Securities
Virginia
$400K 1,995 +1,995 New
FBT
247
First Bank & Trust
South Dakota
$378K 1,989 -14 -0.7%
HIMCH
248
Hartford Investment Management Co (HIMCO)
Connecticut
$370K 1,843 +718 +64%
YMRC
249
Yorktown Management & Research Company
Virginia
$361K 1,800 – –
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$355K 1,771 -78 -4%
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