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WEX
WEX

Overview Fund Activity

351 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 133 reducing their positions, and 48 closing their positions.

Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
133
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$969M
2
Millennium Management
2
Millennium Management
New York
$93M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$28.3M
4
RRAM
4
River Road Asset Management
Kentucky
$25.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$31.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$421M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$49.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$55.2M
4
HRCM
4
Hood River Capital Management
Florida
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
226
Eukles Asset Management
Ohio
$343K 2,705 -6 -0.2%
PA
227
Procyon Advisors
Connecticut
$333K 2,623 – –
HighTower Advisors
228
HighTower Advisors
Illinois
$323K 2,546 +167 +7%
ProShare Advisors
229
ProShare Advisors
Maryland
$321K 2,537 -70 -3%
WF
230
Welch & Forbes
Massachusetts
$321K 2,525 – –
SAM
231
Shell Asset Management
Netherlands
$313K 2,463 -648 -21%
Commonwealth Equity Services
232
Commonwealth Equity Services
Massachusetts
$312K 2,460 -50 -2%
WGAM
233
Wilkinson Global Asset Management
New York
$311K 2,450 – –
SCA
234
Snowden Capital Advisors
New York
$311K 2,454 +146 +6%
RJT
235
Raymond James Trust
Florida
$308K 2,425 +667 +38%
PCM
236
Prana Capital Management
Connecticut
$304K 2,396 -4,693 -66%
Allspring Global Investments
237
Allspring Global Investments
North Carolina
$302K 2,382 -3,011 -56%
CIP
238
Cornerstone Investment Partners
Georgia
$302K 2,380 +515 +28%
SCM
239
Shelton Capital Management
Colorado
$300K 2,364 -81 -3%
VF
240
Virtu Financial
New York
$300K 2,366 +2,366 New
JPMPWA
241
J.P. Morgan Private Wealth Advisors
California
$295K 2,324 +105 +5%
YC
242
Yarbrough Capital
Tennessee
$294K 2,318 – –
E
243
Ergoteles
New York
$294K 2,313 +2,313 New
Mariner
244
Mariner
Kansas
$292K 2,303 +2,303 New
MC
245
Maverick Capital
Texas
$284K 2,237 +2,237 New
BP
246
Ballentine Partners
Massachusetts
$280K 2,202 – –
WT
247
Whittier Trust
California
$279K 2,197 – –
MFS
248
Mirabella Financial Services
United Kingdom
$271K 2,074 +2,074 New
MAP
249
Moody Aldrich Partners
Massachusetts
$269K 2,120 -4 -0.2%
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$265K 2,087 -170 -8%
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