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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $9.02B invested in WEX in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 109 reducing their positions, and 44 closing their positions.

Holders
344
Holders Change
–
Holders Change %
0%
% of All Funds
6.79%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
53
Increased
119
Reduced
109
Closed
44
Calls
$56.9M
Puts
$73.9M
Net Calls
-$17M
Net Calls Change
-$11.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$365M
2
CAM
2
Congress Asset Management
Massachusetts
$84.3M
3
ECM
3
ExodusPoint Capital Management
New York
$15.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$77.6M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$40.5M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$109M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.73M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
CCI
4
Columbus Circle Investors
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PG
276
Pendal Group
Australia
$90.7K 433 +433 New
QI
277
QS Investors
New York
$86K 400 – –
GT
278
Glenmede Trust
Pennsylvania
$83K 400 – –
CCM
279
Cribstone Capital Management
Maine
$65K 309 -31 -9%
CFGS
280
Concourse Financial Group Securities
Alabama
$63K 301 +126 +72%
IA
281
IFP Advisors
Florida
$62K 296 +31 +12%
DWA
282
Dougherty Wealth Advisers
Minnesota
$61K 290 – –
AA
283
Ancora Advisors
Ohio
$57K 272 +272 New
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$53K 255 +5 +2%
BCV
285
Banque Cantonale Vaudoise
Switzerland
$53K 252 +252 New
TRCT
286
Tower Research Capital (TRC)
New York
$49K 233 -106 -31%
EI
287
Ellevest Inc
New York
$42K 202 +202 New
S
288
SignatureFD
Georgia
$38K 183 +22 +14%
SC
289
Solstein Capital
California
$37K 179 +179 New
LC
290
Lindbrook Capital
California
$36K 172 – –
CT
291
Clearstead Trust
Maine
$35K 169 – –
MPWT
292
MassMutual Private Wealth & Trust
Connecticut
$35K 167 – –
AIC
293
Archer Investment Corporation
Indiana
$34K 160 +160 New
Chevy Chase Trust
294
Chevy Chase Trust
Maryland
$34K 161 +161 New
FAM
295
Fred Alger Management
New York
$32K 151 +6 +4%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$29K 139 -10 -7%
CIA
297
CSat Investment Advisory
Michigan
$29K 140 +13 +10%
Walleye Capital
298
Walleye Capital
New York
$27K 130 +130 New
AF
299
Advisornet Financial
Minnesota
$26K 125 – –
CFB
300
Cullen/Frost Bankers
Texas
$26K 124 +2 +2%
10 11
12
13 14