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WEX
WEX

Overview Fund Activity

345 hedge funds and large institutions have $6.1B invested in WEX in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
58
Increased
123
Reduced
108
Closed
57
Calls
$44.4M
Puts
$33.9M
Net Calls
+$10.5M
Net Calls Change
+$16.1M

Top Buyers

1
WP
1
Warburg Pincus
New York
$80.2M
2
HVCM
2
HG Vora Capital Management
New York
$48.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.7M
4
WA
4
Wasatch Advisors
Utah
$52.1M
5
TCG
5
Tremblant Capital Group
Florida
$42M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$11.5M
2
ESCM
2
Echo Street Capital Management
New York
$0
3
KCM
3
Kensico Capital Management
Connecticut
$6.25M
4
Franklin Resources
4
Franklin Resources
California
$369K
5
MWNA
5
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HS
301
Horan Securities
United States
$18K +$18K +132 New
LFG
302
Larson Financial Group
Missouri
$17K – – –
FFA
303
Founders Financial Alliance
North Carolina
$16K +$16K +120 New
VFA
304
Valeo Financial Advisors
Indiana
$14K -$1.4K -10 -9%
VCM
305
Vigilant Capital Management
Maine
$14K – – –
OIA
306
Optimum Investment Advisors
Illinois
$14K – – –
SIAS
307
Shine Investment Advisory Services
Colorado
$12K – – –
BWM
308
BNC Wealth Management
Oregon
$11K +$11K +79 New
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$10K +$278 +2 +3%
MAM
310
Meeder Asset Management
Ohio
$9K – – –
ST
311
Smithfield Trust
Pennsylvania
$9K +$9K +67 New
HWM
312
Holloway Wealth Management
Florida
$8K – – –
GAM
313
Gemmer Asset Management
California
$8K – – –
WCG
314
Weaver Consulting Group
California
$8K +$1.33K +10 +20%
FCM
315
Firestone Capital Management
Florida
$7K -$700 -5 -9%
FHA
316
First Horizon Advisors
Tennessee
$7K – – –
Carson Wealth (CWM LLC)
317
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
TCM
318
Tradewinds Capital Management
Washington
$7K – – –
AIC
319
Archer Investment Corporation
Indiana
$6.95K – – –
HNB
320
Huntington National Bank
Ohio
$6K -$7K -49 -54%
SPIA
321
Steward Partners Investment Advisory
New York
$6K – – –
EIM
322
Essex Investment Management
Massachusetts
$6K +$6K +43 New
CI
323
CX Institutional
Indiana
$5K -$833 -6 -14%
GWS
324
Glassman Wealth Services
Virginia
$5K – – –
AIM
325
Aigen Investment Management
New York
$5K +$5K +37 New
11 12
13
14 15