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WEX
WEX

Overview Fund Activity

405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$740M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.5M
4
RRAM
4
River Road Asset Management
Kentucky
$138M
5
PAM
5
Panagora Asset Management
Massachusetts
$24.3M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$91M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M
3
Morgan Stanley
3
Morgan Stanley
New York
$346M
4
BlackRock
4
BlackRock
New York
$699M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
NYLIM
276
New York Life Investment Management
New York
$380K 2,089 +2,089 New
TSS
277
Two Sigma Securities
New York
$376K 2,065 +964 +88%
Los Angeles Capital Management
278
Los Angeles Capital Management
California
$375K 2,061 +616 +43%
SCM
279
Shelton Capital Management
Colorado
$373K 2,050 -139 -6%
Skandinaviska Enskilda Banken (SEB)
280
Skandinaviska Enskilda Banken (SEB)
Sweden
$369K 2,025 +225 +13%
GC
281
Globeflex Capital
California
$364K 2,000 +1,600 +400%
MAP
282
Moody Aldrich Partners
Massachusetts
$363K 1,995 -98 -5%
AWM
283
Apollon Wealth Management
South Carolina
$362K 1,987 +45 +2%
II
284
Inspire Investing
Idaho
$359K 1,972 +221 +13%
JCIA
285
Jackson Creek Investment Advisors
Colorado
$357K 1,962 -38 -2%
CC
286
Centiva Capital
New York
$356K 1,957 -968 -33%
AWS
287
Atria Wealth Solutions
New York
$349K 1,919 -126 -6%
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$342K 1,867 +1,709 +1,082%
CCA
289
Cadent Capital Advisors
Oklahoma
$331K 1,819 – –
EI
290
Ethic Inc
New York
$324K 1,778 +8 +0.5%
RJFSA
291
Raymond James Financial Services Advisors
Florida
$320K 1,759 +173 +11%
GC
292
Guggenheim Capital
Illinois
$318K 1,747 -1,106 -39%
CC
293
Chicago Capital
Illinois
$315K 1,728 – –
CCM
294
Coldstream Capital Management
Washington
$305K 1,676 +34 +2%
BC
295
Bridgefront Capital
Texas
$298K 1,638 +1,638 New
DZ Bank
296
DZ Bank
Germany
$282K 1,550 -41,680 -96%
JF
297
Jump Financial
Illinois
$281K 1,542 +1,542 New
BCFD
298
Boit C.F. David
$280K 1,540 – –
SAG
299
SageView Advisory Group
California
$276K 1,516 +68 +5%
Stifel Financial
300
Stifel Financial
Missouri
$276K 1,515 +297 +24%
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