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WEX
WEX

Overview Fund Activity

343 hedge funds and large institutions have $5.98B invested in WEX in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
66
Increased
111
Reduced
121
Closed
60
Calls
$12.8M
Puts
$12.1M
Net Calls
+$718K
Net Calls Change
-$13.8M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$80.6M
2
Renaissance Technologies
Renaissance Technologies
New York
$56.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$576M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$35.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$256M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
William Blair Investment Management
William Blair Investment Management
Illinois
$120M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$17M
5
LC
Lunia Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
251
Eukles Asset Management
Ohio
$275K +$275K +1,964 New
WCM
252
Weld Capital Management
New York
$271K +$271K +1,937 New
ZB
253
Zions Bancorporation
Utah
$266K -$18.9K -135 -7%
QSS
254
Quantitative Systematic Strategies
Florida
$262K -$1.2M -8,562 -82%
CB
255
Commerce Bank
Missouri
$261K +$18.4K +131 +8%
CCIA
256
Campbell & Co Investment Adviser
Maryland
$254K +$254K +1,640 New
YMRC
257
Yorktown Management & Research Company
Virginia
$252K – – –
MFG
258
Magnus Financial Group
New York
$252K +$252K +1,800 New
RMDI
259
R.M. Davis Inc
Maine
$249K +$249K +1,776 New
FDCDDQ
260
Federation des caisses Desjardins du Quebec
Quebec, Canada
$248K – – –
CS
261
Cannell & Spears
New York
$245K – – –
RJT
262
Raymond James Trust
Florida
$245K +$4.64K +33 +2%
OBGC
263
O'Brien Greene & Co
Pennsylvania
$238K +$238K +1,700 New
GCA
264
Gideon Capital Advisors
New York
$237K +$237K +1,689 New
ECM
265
Evergreen Capital Management
Washington
$235K -$2.8K -20 -1%
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$223K – – –
AG
267
Advisor Group
Arizona
$221K +$46.2K +330 +26%
TRCT
268
Tower Research Capital (TRC)
New York
$216K -$254K -1,811 -54%
TAM
269
Tocqueville Asset Management
New York
$210K – – –
CWM
270
Calamos Wealth Management
Illinois
$205K +$205K +1,466 New
PAM
271
Panagora Asset Management
Massachusetts
$204K – – –
US Bancorp
272
US Bancorp
Minnesota
$194K +$49K +350 +34%
C
273
Cerebellum
California
$149K +$16.4K +117 +12%
IUHSA
274
Itau Unibanco Holding S.A.
Brazil
$143K +$143K +1,051 New
BTNA
275
Bremer Trust National Association
Minnesota
$140K +$140K +1,003 New
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