WEX icon

WEX
WEX

Overview Fund Activity

409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$140M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$22.1M
3
HPC
3
HM Payson & Co
Maine
$24.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$777M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$553M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$10.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
276
Tower Research Capital (TRC)
New York
$371K 1,973 -1,925 -49%
ECM
277
ExodusPoint Capital Management
New York
$368K 1,954 -69,927 -97%
MAP
278
Moody Aldrich Partners
Massachusetts
$367K 1,952 -43 -2%
Envestnet Portfolio Solutions
279
Envestnet Portfolio Solutions
Illinois
$364K 1,937 +1,937 New
II
280
Inspire Investing
Idaho
$356K 1,895 -77 -4%
AWM
281
Apollon Wealth Management
South Carolina
$356K 1,894 -93 -5%
JCIA
282
Jackson Creek Investment Advisors
Colorado
$352K 1,873 -89 -5%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$349K 1,854 +1,516 +449%
JPMPWA
284
J.P. Morgan Private Wealth Advisors
California
$346K 1,841 +562 +44%
CCA
285
Cadent Capital Advisors
Oklahoma
$342K 1,819 – –
AP
286
AtonRa Partners
Switzerland
$341K 1,814 -361 -17%
Vontobel Holding
287
Vontobel Holding
Switzerland
$339K 1,800 -1,110 -38%
RJFSA
288
Raymond James Financial Services Advisors
Florida
$338K 1,799 +40 +2%
VA
289
Vident Advisory
Georgia
$326K 1,734 +1,734 New
CC
290
Chicago Capital
Illinois
$325K 1,728 – –
SG Americas Securities
291
SG Americas Securities
New York
$322K 1,711 +244 +17%
PI
292
PEAK6 Investments
Illinois
$319K 1,697 +730 +75%
CCM
293
Coldstream Capital Management
Washington
$318K 1,690 +14 +0.8%
NP
294
Nilsine Partners
Colorado
$315K 1,674 -472 -22%
Los Angeles Capital Management
295
Los Angeles Capital Management
California
$312K 1,661 -400 -19%
RFN
296
RDA Financial Network
Iowa
$310K 1,650 +475 +40%
Mitsubishi UFJ Trust & Banking
297
Mitsubishi UFJ Trust & Banking
Japan
$304K 1,618 +188 +13%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$295K 1,566 -1,371 -47%
SAG
299
SageView Advisory Group
California
$295K 1,566 +50 +3%
CL
300
CSS LLC
Illinois
$292K 1,550 -803 -34%
10 11
12
13 14