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WEX
WEX

Overview Fund Activity

409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$140M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$22.1M
3
HPC
3
HM Payson & Co
Maine
$24.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$777M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$553M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$10.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NWMG
251
National Wealth Management Group
Ohio
$494K 2,625 +2,625 New
GC
252
Globeflex Capital
California
$489K 2,600 +600 +30%
SAM
253
Seelaus Asset Management
New Jersey
$486K 2,583 -1,917 -43%
SWS
254
SYSTM Wealth Solutions
Illinois
$475K 2,525 -263 -9%
WF
255
Welch & Forbes
Massachusetts
$475K 2,525 – –
RJT
256
Raymond James Trust
Florida
$469K 2,496 -6 -0.2%
WGAM
257
Wilkinson Global Asset Management
New York
$461K 2,450 – –
LOAMU
258
Lombard Odier Asset Management (USA)
New York
$455K 2,417 +2,417 New
BFM
259
Boothbay Fund Management
New York
$441K 2,345 +2,345 New
Commonwealth Equity Services
260
Commonwealth Equity Services
Massachusetts
$440K 2,339 -172 -7%
ProShare Advisors
261
ProShare Advisors
Maryland
$436K 2,319 -183 -7%
YC
262
Yarbrough Capital
Tennessee
$436K 2,318 – –
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$434K 2,306 +1,202 +109%
Truist Financial
264
Truist Financial
North Carolina
$428K 2,277 -481 -17%
BS
265
Bessemer Securities
New York
$424K 2,253 -4,879 -68%
DekaBank Deutsche Girozentrale
266
DekaBank Deutsche Girozentrale
Germany
$418K 2,193 +2,193 New
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$416K 2,211 +752 +52%
WT
268
Whittier Trust
California
$413K 2,197 – –
BP
269
Ballentine Partners
Massachusetts
$412K 2,189 – –
Capstone Investment Advisors
270
Capstone Investment Advisors
New York
$396K 2,108 +2,108 New
Verition Fund Management
271
Verition Fund Management
Connecticut
$394K 2,096 -22,776 -92%
Walleye Trading
272
Walleye Trading
New York
$388K 2,064 +2,064 New
SCM
273
Shelton Capital Management
Colorado
$386K 2,050 – –
Skandinaviska Enskilda Banken (SEB)
274
Skandinaviska Enskilda Banken (SEB)
Sweden
$381K 2,025 – –
EGM
275
Engineers Gate Manager
New York
$379K 2,016 -10,050 -83%
9 10
11
12 13