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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
276
Sompo Asset Management
Japan
$329K 1,570 +1,570 New
PAM
277
Panagora Asset Management
Massachusetts
$319K 1,520 -764 -33%
SCM
278
Sterling Capital Management
North Carolina
$318K 1,515 +1,515 New
AAS
279
Avantax Advisory Services
Texas
$313K 1,491 +14 +0.9%
FTWA
280
Fifth Third Wealth Advisors
Ohio
$303K 1,446 +32 +2%
EWM
281
Evercore Wealth Management
New York
$300K 1,432 – –
PWM
282
Perigon Wealth Management
California
$299K 1,428 +1,428 New
SG Americas Securities
283
SG Americas Securities
New York
$296K 1,410 -791 -36%
APF
284
Alaska Permanent Fund
Alaska
$288K 1,372 – –
NWAG
285
Net Worth Advisory Group
Utah
$283K 1,348 +1,348 New
IIM
286
INTECH Investment Management
Florida
$274K 1,305 -3,363 -72%
HSBC Holdings
287
HSBC Holdings
United Kingdom
$272K 1,295 -27,650 -96%
EC
288
EntryPoint Capital
New York
$271K 1,292 +849 +192%
OSAM
289
O'Shaughnessy Asset Management
Connecticut
$265K 1,237 -98 -7%
Mercer Global Advisors
290
Mercer Global Advisors
Colorado
$262K 1,249 -43 -3%
Walleye Trading
291
Walleye Trading
New York
$256K 1,221 +1,221 New
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$255K 1,218 +44 +4%
MML Investors Services
293
MML Investors Services
Massachusetts
$254K 1,209 +25 +2%
EWA
294
EP Wealth Advisors
California
$251K 1,198 +1,198 New
RCAG
295
Rehmann Capital Advisory Group
Michigan
$251K 1,196 +1,196 New
WDA
296
Wendell David Associates
New Hampshire
$249K 1,189 – –
KBC Group
297
KBC Group
Belgium
$249K 1,187 +137 +13%
PA
298
Profund Advisors
Maryland
$249K 1,185 -30 -2%
STA
299
Summit Trail Advisors
New York
$247K 1,176 +1,176 New
OAM
300
Oxford Asset Management
United Kingdom
$245K 1,168 +1,168 New
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