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WEX
WEX

Overview Fund Activity

330 hedge funds and large institutions have $7.92B invested in WEX in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 136 reducing their positions, and 42 closing their positions.

Holders
330
Holders Change
-18
Holders Change %
-5.17%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
105
Reduced
136
Closed
42
Calls
$11.2M
Puts
$48.4M
Net Calls
-$37.2M
Net Calls Change
-$55.3M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$107M
2
Primecap Management
2
Primecap Management
California
$197M
3
PCM
3
PAR Capital Management
Massachusetts
$247M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.7M
5
IC
5
Impactive Capital
New York
$126M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$614M
2
Bessemer Group
2
Bessemer Group
New Jersey
$119M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$348M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
226
HSBC Holdings
United Kingdom
$396K 2,256 -3,166 -58%
RJT
227
Raymond James Trust
Florida
$396K 2,250 +50 +2%
SCA
228
Snowden Capital Advisors
New York
$382K 2,169 +20 +0.9%
KeyBank National Association
229
KeyBank National Association
Ohio
$373K 2,115 -5 -0.2%
TRCT
230
Tower Research Capital (TRC)
New York
$372K 2,114 -3,161 -60%
SEC
231
Seven Eight Capital
New York
$371K 2,107 -300 -12%
WIC
232
Woodmont Investment Counsel
Tennessee
$361K 2,048 – –
AWA
233
Alta Wealth Advisors
Massachusetts
$356K 2,021 -740 -27%
RJFSA
234
Raymond James Financial Services Advisors
Florida
$346K 1,967 -78 -4%
V
235
Veritable
Delaware
$343K 1,950 +1,950 New
CCA
236
Cadent Capital Advisors
Oklahoma
$332K 1,885 – –
CC
237
Chicago Capital
Illinois
$319K 1,810 – –
BCFD
238
Boit C.F. David
$317K 1,740 +500 +40%
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$306K 1,737 +112 +7%
MAP
240
Moody Aldrich Partners
Massachusetts
$288K 1,635 -1 -0.1%
WDA
241
Wendell David Associates
New Hampshire
$283K 1,608 -16 -1%
PAM
242
Panagora Asset Management
Massachusetts
$280K 1,592 -541 -25%
EWM
243
Evercore Wealth Management
New York
$279K 1,582 – –
ZCA
244
Zeke Capital Advisors
Pennsylvania
$277K 1,570 +5 +0.3%
WAM
245
World Asset Management
Michigan
$264K 1,498 -75 -5%
VIA
246
Vident Investment Advisory
Georgia
$256K 1,456 -160 -10%
TIS
247
Tortoise Index Solutions
Kansas
$256K 1,456 -160 -10%
CT
248
Chicago Trust
Illinois
$256K 1,455 +243 +20%
CI
249
Cigna Investments
Connecticut
$253K 1,431 -100 -7%
M&T Bank
250
M&T Bank
New York
$249K 1,412 -14 -1%
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