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WEX
WEX

Overview Fund Activity

341 hedge funds and large institutions have $6.16B invested in WEX in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 45 closing their positions.

Holders
341
Holders Change
+11
Holders Change %
+3.33%
% of All Funds
5.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
60
Increased
115
Reduced
110
Closed
45
Calls
$9.62M
Puts
$21.1M
Net Calls
-$11.5M
Net Calls Change
+$25.7M

Top Buyers

1
HVCM
1
HG Vora Capital Management
New York
$70.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$553M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
IC
4
Impactive Capital
New York
$154M
5
PCM
5
PAR Capital Management
Massachusetts
$239M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$332M
2
WA
2
Wasatch Advisors
Utah
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$178M
4
AIM
4
Artemis Investment Management
United Kingdom
$24.6M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$551K
Name Market Value Shares Shares
Change 		Shares
Change %
Cerity Partners
251
Cerity Partners
New York
$235K 1,667 +1,667 New
OAM
252
Oppenheimer Asset Management
New York
$233K 1,655 -11,534 -87%
MAP
253
Moody Aldrich Partners
Massachusetts
$226K 1,613 -22 -1%
CAPTRUST Financial Advisors
254
CAPTRUST Financial Advisors
North Carolina
$225K 1,600 -866 -35%
FI
255
Fractal Investments
Connecticut
$222K 1,585 +1,585 New
SEC
256
Seven Eight Capital
New York
$220K 1,568 -539 -26%
EWM
257
Evercore Wealth Management
New York
$219K 1,559 -23 -1%
VIA
258
Vident Investment Advisory
Georgia
$216K 1,543 +87 +6%
PAM
259
Panagora Asset Management
Massachusetts
$213K 1,520 -72 -5%
OC
260
Oppenheimer & Co
New York
$211K 1,506 -1,467 -49%
MF
261
Magnetar Financial
Illinois
$209K 1,489 -2,943 -66%
TIS
262
Tortoise Index Solutions
Kansas
$209K 1,486 +30 +2%
FAM
263
Fenimore Asset Management
New York
$206K 1,467 +1,467 New
VPIM
264
Vanguard Personalized Indexing Management
California
$205K 1,462 -1,559 -52%
CT
265
Chicago Trust
Illinois
$204K 1,455 – –
EI
266
Ethic Inc
New York
$204K 1,453 +1,453 New
CIP
267
Cornerstone Investment Partners
Georgia
$204K 1,456 +1,456 New
SCA
268
Snowden Capital Advisors
New York
$170K 1,217 -952 -44%
QT
269
Quantbot Technologies
New York
$154K 1,100 +1,100 New
S
270
SignatureFD
Georgia
$129K 917 +506 +123%
FHA
271
First Horizon Advisors
Tennessee
$116K 827 -85 -9%
Schroder Investment Management Group
272
Schroder Investment Management Group
United Kingdom
$106K 754 – –
CCA
273
Column Capital Advisors
Indiana
$99K 706 – –
CA
274
Clearstead Advisors
Ohio
$98K 700 – –
CHA
275
Carmichael Hill & Associates
Maryland
$98K 700 – –
9 10
11
12 13