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WEX
WEX

Overview Fund Activity

405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$740M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.5M
4
RRAM
4
River Road Asset Management
Kentucky
$138M
5
PAM
5
Panagora Asset Management
Massachusetts
$24.3M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$91M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M
3
Morgan Stanley
3
Morgan Stanley
New York
$346M
4
BlackRock
4
BlackRock
New York
$699M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IIM
226
INTECH Investment Management
Florida
$804K 4,415 +4,415 New
ADIM
227
Alpha DNA Investment Management
Maryland
$777K 4,267 +4,267 New
VPIM
228
Vanguard Personalized Indexing Management
California
$772K 4,241 -505 -11%
CAM
229
Cozad Asset Management
Illinois
$717K 3,940 +3,940 New
TRCT
230
Tower Research Capital (TRC)
New York
$710K 3,898 -879 -18%
Osaic Holdings
231
Osaic Holdings
Arizona
$703K 3,863 +322 +9%
HighTower Advisors
232
HighTower Advisors
Illinois
$698K 3,838 -2,297 -37%
SAM
233
Securian Asset Management
Minnesota
$695K 3,816 -166 -4%
SAM
234
Shell Asset Management
Netherlands
$658K 3,613 +1,573 +77%
CB
235
Commerce Bank
Missouri
$653K 3,586 – –
IEFM
236
IQ EQ Fund Management
Ireland
$641K 3,521 -126 -3%
SM
237
Sciencast Management
New Jersey
$637K 3,444 +3,444 New
PL
238
Perpetual Ltd
Australia
$620K 3,405 -5,755 -63%
PA
239
Procyon Advisors
Connecticut
$619K 3,401 +435 +15%
MSRPS
240
Maryland State Retirement & Pension System
Maryland
$613K 3,367 – –
AWM
241
AE Wealth Management
Kansas
$579K 3,179 +3,179 New
Mariner
242
Mariner
Kansas
$573K 3,147 -977 -24%
HW
243
Hancock Whitney
Mississippi
$569K 3,124 +34 +1%
TI
244
Trexquant Investment
Connecticut
$567K 3,113 -906 -23%
GCM
245
Graham Capital Management
Connecticut
$555K 3,046 -4,500 -60%
CIP
246
Cornerstone Investment Partners
Georgia
$545K 2,992 +12 +0.4%
TC
247
TownSquare Capital
Utah
$544K 2,988 -18 -0.6%
Amundi
248
Amundi
France
$542K 2,961 +2,830 +2,160%
Cambridge Investment Research Advisors
249
Cambridge Investment Research Advisors
Iowa
$535K 2,937 +12 +0.4%
M1FG
250
Mach-1 Financial Group
Arkansas
$534K 2,932 +2,932 New
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