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WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
YC
251
Yarbrough Capital
Tennessee
$426K 2,318 – –
QC
252
Quadrature Capital
United Kingdom
$415K 2,257 -1,050 -32%
AP
253
AtonRa Partners
Switzerland
$405K 2,204 -564 -20%
WT
254
Whittier Trust
California
$404K 2,197 – –
SCM
255
Shelton Capital Management
Colorado
$403K 2,189 -73 -3%
BP
256
Ballentine Partners
Massachusetts
$403K 2,189 -10 -0.5%
BAM
257
Belpointe Asset Management
Nevada
$402K 2,187 +213 +11%
TI
258
Tidal Investments
Wisconsin
$396K 2,156 +76 +4%
NP
259
Nilsine Partners
Colorado
$395K 2,146 +2,146 New
ACM
260
Aquatic Capital Management
Illinois
$386K 2,100 +2,100 New
MAP
261
Moody Aldrich Partners
Massachusetts
$385K 2,093 -4 -0.2%
AWS
262
Atria Wealth Solutions
New York
$376K 2,045 -20 -1%
SAM
263
Shell Asset Management
Netherlands
$375K 2,040 -7 -0.3%
JCIA
264
Jackson Creek Investment Advisors
Colorado
$368K 2,000 -17 -0.8%
AWM
265
Apollon Wealth Management
South Carolina
$357K 1,942 +138 +8%
BFO
266
Biltmore Family Office
North Carolina
$344K 1,870 +299 +19%
HFM
267
Harvest Fund Management
China
$343K 1,866 +540 +41%
CFAM
268
Coury Firm Asset Management
Pennsylvania
$340K 1,850 – –
CCA
269
Cadent Capital Advisors
Oklahoma
$334K 1,819 – –
Skandinaviska Enskilda Banken (SEB)
270
Skandinaviska Enskilda Banken (SEB)
Sweden
$331K 1,800 – –
Mercer Global Advisors
271
Mercer Global Advisors
Colorado
$331K 1,801 +244 +16%
EI
272
Ethic Inc
New York
$325K 1,770 +514 +41%
II
273
Inspire Investing
Idaho
$322K 1,751 +22 +1%
CC
274
Chicago Capital
Illinois
$318K 1,728 – –
EGM
275
Engineers Gate Manager
New York
$305K 1,659 +1,659 New
9 10
11
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