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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 %
KPW
251
Kore Private Wealth
New York
$248K 1,406 – –
Truist Financial
252
Truist Financial
North Carolina
$240K 1,362 +13 +1%
II
253
Inspire Investing
Idaho
$240K 1,365 +1,365 New
EGM
254
Engineers Gate Manager
New York
$231K 1,314 -7,837 -86%
KAS
255
Kestra Advisory Services
Texas
$231K 1,309 +43 +3%
5L
256
55I LLC
Massachusetts
$228K 1,296 +1,296 New
IRF
257
IBM Retirement Fund
New York
$222K 1,258 – –
ACM
258
Alta Capital Management
Utah
$211K 1,203 -1,203 -50%
MFS
259
Mirabella Financial Services
United Kingdom
$207K 1,175 +1,175 New
Creative Planning
260
Creative Planning
Kansas
$202K 1,149 -64 -5%
FMT
261
First Mercantile Trust
Tennessee
$196K 1,111 +226 +26%
FHA
262
First Horizon Advisors
Tennessee
$161K 912 +622 +214%
Schroder Investment Management Group
263
Schroder Investment Management Group
United Kingdom
$133K 754 – –
CCA
264
Column Capital Advisors
Indiana
$124K 706 -32 -4%
CA
265
Clearstead Advisors
Ohio
$123K 700 – –
CHA
266
Carmichael Hill & Associates
Maryland
$123K 700 +100 +17%
EI
267
Ellevest Inc
New York
$94K 532 -123 -19%
CFGS
268
Concourse Financial Group Securities
Alabama
$94K 533 +71 +15%
IA
269
IFP Advisors
Florida
$90K 409 +163 +66%
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$83K 468 +78 +20%
Mitsubishi UFJ Trust & Banking
271
Mitsubishi UFJ Trust & Banking
Japan
$79K 450 -800 -64%
FBT
272
First Bank & Trust
South Dakota
$78K 441 -40 -8%
S
273
SignatureFD
Georgia
$72K 411 -20 -5%
BCA
274
Berman Capital Advisors
Georgia
$72K 414 +145 +54%
APA
275
American Portfolios Advisors
New York
$68.7K 390 – –
9 10
11
12 13