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WEX
WEX

Overview Fund Activity

348 hedge funds and large institutions have $8.75B invested in WEX in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
120
Reduced
114
Closed
53
Calls
$67M
Puts
$48.9M
Net Calls
+$18.1M
Net Calls Change
-$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$616M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$425M
3
Primecap Management
3
Primecap Management
California
$155M
4
IC
4
Impactive Capital
New York
$108M
5
DZ Bank
5
DZ Bank
Germany
$78M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$48.5M
2
Wells Fargo
2
Wells Fargo
California
$75M
3
TCG
3
Tremblant Capital Group
Florida
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FHC
276
First Horizon Corporation
Tennessee
$120K 622 -288 -32%
CHA
277
Carmichael Hill & Associates
Maryland
$116K 600 – –
CM
278
Capula Management
Cayman Islands
$101K 521 +521 New
FBT
279
First Bank & Trust
South Dakota
$93K 481 -663 -58%
DFCM
280
Dark Forest Capital Management
Puerto Rico
$92K 474 +474 New
CFGS
281
Concourse Financial Group Securities
Alabama
$90K 462 -9 -2%
S
282
SignatureFD
Georgia
$84K 431 -25 -5%
OSAM
283
O'Shaughnessy Asset Management
Connecticut
$76K 390 +47 +14%
APA
284
American Portfolios Advisors
New York
$75.6K 390 – –
Walleye Trading
285
Walleye Trading
New York
$75K 386 +386 New
SWM
286
Spire Wealth Management
Virginia
$69K 356 -100 -22%
FF
287
FourThought Financial
Florida
$63K 327 – –
CCM
288
Cribstone Capital Management
Maine
$59K 305 – –
Group One Trading
289
Group One Trading
Illinois
$58K 300 +300 New
CG
290
Cutler Group
California
$58K 300 +300 New
FHA
291
First Horizon Advisors
Tennessee
$56K 290 -9 -3%
BCA
292
Berman Capital Advisors
Georgia
$52K 269 +10 +4%
CFD
293
Creative Financial Designs
Indiana
$51K 263 – –
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$51K 267 +10 +4%
BCV
295
Banque Cantonale Vaudoise
Switzerland
$49K 252 – –
IA
296
IFP Advisors
Florida
$47K 246 +9 +4%
ST
297
Sageworth Trust
Pennsylvania
$43K 220 +220 New
DWA
298
Dougherty Wealth Advisers
Minnesota
$41K 214 – –
PA
299
Parallel Advisors
California
$40K 205 -11 -5%
FC
300
FORA Capital
Florida
$40K 205 +205 New
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12
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