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WEX
WEX

Overview Fund Activity

352 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 120 reducing their positions, and 45 closing their positions.

Holders
352
Holders Change
-12
Holders Change %
-3.3%
% of All Funds
5.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
115
Reduced
120
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$568M
2
Morgan Stanley
2
Morgan Stanley
New York
$78M
3
ACM
3
Anomaly Capital Management
New York
$89M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$31.4M
5
IC
5
Impactive Capital
New York
$331M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$573M
2
Bessemer Group
2
Bessemer Group
New Jersey
$110M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$211M
5
AIM
5
Artemis Investment Management
United Kingdom
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
276
Ethic Inc
New York
$206K 1,325 -58 -4%
HFM
277
Harvest Fund Management
China
$206K 1,326 – –
TI
278
Tidal Investments
Wisconsin
$201K 1,291 +1,291 New
MAM
279
Meeder Asset Management
Ohio
$163K 1,043 +922 +762%
Lazard Asset Management
280
Lazard Asset Management
New York
$149K 964 +713 +284%
WAM
281
Wakefield Asset Management
Colorado
$128K 824 +824 New
ACM
282
Aquatic Capital Management
Illinois
$124K 800 +800 New
CA
283
Clearstead Advisors
Ohio
$109K 700 -2,749 -80%
DekaBank Deutsche Girozentrale
284
DekaBank Deutsche Girozentrale
Germany
$108K 700 +700 New
FHA
285
First Horizon Advisors
Tennessee
$89K 576 -124 -18%
IA
286
IFP Advisors
Florida
$88K 348 – –
CCA
287
Column Capital Advisors
Indiana
$81K 523 – –
CHA
288
Carmichael Hill & Associates
Maryland
$70K 450 -300 -40%
OIS
289
Okabena Investment Services
Minnesota
$68K 435 +47 +12%
CFGS
290
Concourse Financial Group Securities
Alabama
$64K 413 -57 -12%
APA
291
American Portfolios Advisors
New York
$60.7K 390 – –
BSB
292
Bangor Savings Bank
Maine
$59K 380 +380 New
MA
293
MUFG Americas
New York
$58K 373 – –
EI
294
Ellevest Inc
New York
$54K 348 -2 -0.6%
CCM
295
Cribstone Capital Management
Maine
$47K 300 – –
COCM
296
Charter Oak Capital Management
New Hampshire
$42K 268 – –
CFD
297
Creative Financial Designs
Indiana
$41K 263 – –
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$40K 255 -10 -4%
CFO
299
CVA Family Office
Colorado
$39K 250 -30 -11%
Northwestern Mutual Wealth Management
300
Northwestern Mutual Wealth Management
Wisconsin
$39K 250 – –
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12
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