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WEX
WEX

Overview Fund Activity

330 hedge funds and large institutions have $7.92B invested in WEX in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 136 reducing their positions, and 42 closing their positions.

Holders
330
Holders Change
-18
Holders Change %
-5.17%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
105
Reduced
136
Closed
42
Calls
$11.2M
Puts
$48.4M
Net Calls
-$37.2M
Net Calls Change
-$55.3M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$107M
2
Primecap Management
2
Primecap Management
California
$197M
3
PCM
3
PAR Capital Management
Massachusetts
$247M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.7M
5
IC
5
Impactive Capital
New York
$126M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$614M
2
Bessemer Group
2
Bessemer Group
New Jersey
$119M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$348M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
276
CenterStar Asset Management
Illinois
– – – –
SWM
277
Spire Wealth Management
Virginia
$64K 364 +8 +2%
FF
278
FourThought Financial
Florida
$57K 324 -3 -0.9%
CCM
279
Cribstone Capital Management
Maine
$54K 305 – –
CFD
280
Creative Financial Designs
Indiana
$46K 263 – –
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$45K 255 -12 -4%
BCV
282
Banque Cantonale Vaudoise
Switzerland
$44K 252 – –
ST
283
Sageworth Trust
Pennsylvania
$39K 220 – –
DWA
284
Dougherty Wealth Advisers
Minnesota
$38K 214 – –
PA
285
Parallel Advisors
California
$38K 218 +13 +6%
SC
286
Solstein Capital
California
$32K 179 – –
Simplex Trading
287
Simplex Trading
Illinois
$30K 155 – –
HI
288
Harbour Investments
Wisconsin
$29K 165 – –
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$29K 164 +52 +46%
VCM
290
Vigilant Capital Management
Maine
$26K 150 +50 +50%
GLLW
291
Graves Light Lenhart Wealth
Virginia
$23K 128 +128 New
QCG
292
Quadrant Capital Group
Ohio
$22K 127 -1 -0.8%
AF
293
Advisornet Financial
Minnesota
$22K 125 – –
LFG
294
Larson Financial Group
Missouri
$22K 124 – –
DFCM
295
Dark Forest Capital Management
Puerto Rico
$21K 122 -352 -74%
RFA
296
Reilly Financial Advisors
California
$17K 94 – –
WTC
297
WhitTier Trust Company
Nevada
$14K 80 – –
SPIA
298
Steward Partners Investment Advisory
New York
$14K 80 +24 +43%
MAM
299
Meeder Asset Management
Ohio
$13K 73 -8 -10%
BFEC
300
Benjamin F. Edwards & Company
Missouri
$13K 76 – –
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12
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