WEX icon

WEX
WEX

Overview Fund Activity

348 hedge funds and large institutions have $8.75B invested in WEX in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
120
Reduced
114
Closed
53
Calls
$67M
Puts
$48.9M
Net Calls
+$18.1M
Net Calls Change
-$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$616M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$425M
3
Primecap Management
3
Primecap Management
California
$155M
4
IC
4
Impactive Capital
New York
$108M
5
DZ Bank
5
DZ Bank
Germany
$78M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$48.5M
2
Wells Fargo
2
Wells Fargo
California
$75M
3
TCG
3
Tremblant Capital Group
Florida
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SEC
226
Seven Eight Capital
New York
$467K 2,407 +2,407 New
ACM
227
Alta Capital Management
Utah
$466K 2,406 -300 -11%
EAM
228
Eukles Asset Management
Ohio
$463K 2,386 +137 +6%
CAPTRUST Financial Advisors
229
CAPTRUST Financial Advisors
North Carolina
$447K 2,304 -698 -23%
FHA
230
Flagship Harbor Advisors
Massachusetts
$434K 2,239 +383 +21%
RJT
231
Raymond James Trust
Florida
$426K 2,200 -13 -0.6%
SCA
232
Snowden Capital Advisors
New York
$417K 2,149 +14 +0.7%
PAM
233
Panagora Asset Management
Massachusetts
$414K 2,133 – –
KeyBank National Association
234
KeyBank National Association
Ohio
$411K 2,120 -1 -0%
WIC
235
Woodmont Investment Counsel
Tennessee
$397K 2,048 – –
RJFSA
236
Raymond James Financial Services Advisors
Florida
$397K 2,045 +103 +5%
CCA
237
Cadent Capital Advisors
Oklahoma
$366K 1,885 -98 -5%
CC
238
Chicago Capital
Illinois
$351K 1,810 – –
Sumitomo Mitsui Trust Group
239
Sumitomo Mitsui Trust Group
Japan
$340K 1,753 +1,753 New
MAP
240
Moody Aldrich Partners
Massachusetts
$317K 1,636 -23 -1%
WDA
241
Wendell David Associates
New Hampshire
$315K 1,624 – –
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$315K 1,625 – –
TIS
243
Tortoise Index Solutions
Kansas
$313K 1,616 -69 -4%
VIA
244
Vident Investment Advisory
Georgia
$313K 1,616 -69 -4%
EWM
245
Evercore Wealth Management
New York
$307K 1,582 -19 -1%
VPIM
246
Vanguard Personalized Indexing Management
California
$306K 1,576 +428 +37%
WAM
247
World Asset Management
Michigan
$305K 1,573 -46 -3%
ZCA
248
Zeke Capital Advisors
Pennsylvania
$303K 1,565 +228 +17%
CI
249
Cigna Investments
Connecticut
$297K 1,531 -100 -6%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$290K 1,497 +1,497 New
8 9
10
11 12