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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 %
EI
251
Ethic Inc
New York
$284K 1,466 +81 +6%
M&T Bank
252
M&T Bank
New York
$277K 1,426 +15 +1%
KPW
253
Kore Private Wealth
New York
$273K 1,406 -3 -0.2%
ASN
254
Advisory Services Network
Georgia
$264K 1,362 +1,362 New
KA
255
Kovack Advisors
Florida
$263K 1,358 – –
Truist Financial
256
Truist Financial
North Carolina
$262K 1,349 +1,349 New
KAS
257
Kestra Advisory Services
Texas
$245K 1,266 +38 +3%
IRF
258
IBM Retirement Fund
New York
$244K 1,258 -239 -16%
PRC
259
Pearl River Capital
Michigan
$243K 1,255 -1,788 -59%
Mitsubishi UFJ Trust & Banking
260
Mitsubishi UFJ Trust & Banking
Japan
$241K 1,250 -74 -6%
BCFD
261
Boit C.F. David
$240K 1,240 +1,240 New
CCM
262
Coldstream Capital Management
Washington
$238K 1,227 +1 +0.1%
CT
263
Chicago Trust
Illinois
$235K 1,212 +1,212 New
Creative Planning
264
Creative Planning
Kansas
$235K 1,213 +1,213 New
BAM
265
Blueshift Asset Management
New Jersey
$224K 1,154 +1,154 New
CS
266
Cannell & Spears
New York
$221K 1,140 -90 -7%
MGIA
267
Moneta Group Investment Advisors
Missouri
$207K 1,068 -3 -0.3%
PHK
268
Point72 Hong Kong
Hong Kong
$172K 888 -4,853 -85%
FMT
269
First Mercantile Trust
Tennessee
$172K 885 -49 -5%
Schroder Investment Management Group
270
Schroder Investment Management Group
United Kingdom
$146K 754 -4,397 -85%
CCA
271
Column Capital Advisors
Indiana
$143K 738 -45 -6%
QT
272
Quantbot Technologies
New York
$141K 728 +728 New
CA
273
Clearstead Advisors
Ohio
$136K 700 – –
AAM
274
Advisors Asset Management
Colorado
$134K 690 -2,118 -75%
EI
275
Ellevest Inc
New York
$127K 655 -135 -17%
9 10
11
12 13