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WEX
WEX

Overview Fund Activity

358 hedge funds and large institutions have $9.45B invested in WEX in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
6.3%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
116
Reduced
128
Closed
45
Calls
$108M
Puts
$32.8M
Net Calls
+$75M
Net Calls Change
+$28.2M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$119M
2
Primecap Management
2
Primecap Management
California
$118M
3
IC
3
Impactive Capital
New York
$70.9M
4
JCM
4
Junto Capital Management
New York
$56.4M
5
Select Equity Group
5
Select Equity Group
New York
$43.7M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$20.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$829M
3
ACM
3
Atlanta Capital Management
Georgia
$529M
4
Invesco
4
Invesco
Georgia
$23.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
BP
226
Ballentine Partners
Massachusetts
$574K 2,746 -34 -1%
ACM
227
Alta Capital Management
Utah
$566K 2,706 +1,443 +114%
PA
228
Profund Advisors
Maryland
$560K 2,675 -161 -6%
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$549K 2,624 -850 -24%
PA
230
Procyon Advisors
Connecticut
$548K 2,620 – –
SAM
231
Silvercrest Asset Management
New York
$540K 2,583 -286 -10%
Cambridge Investment Research Advisors
232
Cambridge Investment Research Advisors
Iowa
$528K 2,522 -75 -3%
WF
233
Welch & Forbes
Massachusetts
$528K 2,525 – –
Franklin Resources
234
Franklin Resources
California
$526K 2,515 – –
WGAM
235
Wilkinson Global Asset Management
New York
$513K 2,450 +2,450 New
SCM
236
Shelton Capital Management
Colorado
$512K 2,445 -77 -3%
SM
237
Sciencast Management
New Jersey
$508K 2,367 -3,092 -57%
WT
238
Whittier Trust
California
$507K 2,424 +114 +5%
JCM
239
Janney Capital Management
Pennsylvania
$500K 2,390 +12 +0.5%
GTCM
240
Gyon Technologies Capital Management
New Jersey
$496K 2,371 -3,458 -59%
RJA
241
Raymond James & Associates
Florida
$495K 2,365 -236 -9%
EAM
242
Eukles Asset Management
Ohio
$471K 2,249 +302 +16%
RJT
243
Raymond James Trust
Florida
$463K 2,213 -11 -0.5%
ZB
244
Zions Bancorporation
Utah
$447K 2,136 -33 -2%
SCA
245
Snowden Capital Advisors
New York
$447K 2,135 +9 +0.4%
PAM
246
Panagora Asset Management
Massachusetts
$446K 2,133 +516 +32%
KeyBank National Association
247
KeyBank National Association
Ohio
$444K 2,121 -323 -13%
WIC
248
Woodmont Investment Counsel
Tennessee
$428K 2,048 +123 +6%
CCA
249
Cadent Capital Advisors
Oklahoma
$415K 1,983 -91 -4%
RJFSA
250
Raymond James Financial Services Advisors
Florida
$406K 1,942 -201 -9%
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