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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $9.02B invested in WEX in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 109 reducing their positions, and 44 closing their positions.

Holders
344
Holders Change
–
Holders Change %
0%
% of All Funds
6.79%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
53
Increased
119
Reduced
109
Closed
44
Calls
$56.9M
Puts
$73.9M
Net Calls
-$17M
Net Calls Change
-$11.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$365M
2
CAM
2
Congress Asset Management
Massachusetts
$84.3M
3
ECM
3
ExodusPoint Capital Management
New York
$15.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$77.6M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$40.5M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$109M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.73M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
CCI
4
Columbus Circle Investors
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FC
226
FORA Capital
Florida
$443K 2,117 +2,117 New
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$438K 2,092 +22 +1%
SFS
228
Sowell Financial Services
Arkansas
$436K 2,083 +164 +9%
SCA
229
Summit Creek Advisors
Minnesota
$431K 2,060 +2,060 New
EAM
230
Eukles Asset Management
Ohio
$430K 2,052 +26 +1%
EVM
231
Eaton Vance Management
Massachusetts
$425K 2,029 – –
PA
232
Procyon Advisors
Connecticut
$414K 1,975 +1,975 New
PP
233
PDT Partners
New York
$402K 1,917 +1,917 New
MFG
234
Magnus Financial Group
New York
$386K 1,844 – –
FBT
235
First Bank & Trust
South Dakota
$382K 1,820 -41 -2%
ECM
236
Evergreen Capital Management
Washington
$356K 1,701 – –
CC
237
Chicago Capital
Illinois
$348K 1,660 – –
ZB
238
Zions Bancorporation
Utah
$344K 1,641 -444 -21%
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$344K 1,640 +46 +3%
PAM
240
Panagora Asset Management
Massachusetts
$339K 1,618 +98 +6%
RJT
241
Raymond James Trust
Florida
$330K 1,578 +1 +0.1%
TIS
242
Tortoise Index Solutions
Kansas
$330K 1,574 +462 +42%
CS
243
Cannell & Spears
New York
$325K 1,550 – –
AWM
244
Avior Wealth Management
Nebraska
$322K 1,540 – –
RJFSA
245
Raymond James Financial Services Advisors
Florida
$304K 1,451 -712 -33%
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$301K 1,441 +17 +1%
CNBT
247
Canandaigua National Bank & Trust
New York
$297K 1,416 +1,416 New
WCM
248
Weld Capital Management
New York
$287K 1,369 +1,369 New
IB
249
Intrust Bank
Kansas
$286K 1,367 +1,367 New
HSBC Holdings
250
HSBC Holdings
United Kingdom
$282K 1,331 -775 -37%
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10
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