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WEX
WEX

Overview Fund Activity

341 hedge funds and large institutions have $6.16B invested in WEX in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 45 closing their positions.

Holders
341
Holders Change
+11
Holders Change %
+3.33%
% of All Funds
5.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
60
Increased
115
Reduced
110
Closed
45
Calls
$9.62M
Puts
$21.1M
Net Calls
-$11.5M
Net Calls Change
+$25.7M

Top Buyers

1
HVCM
1
HG Vora Capital Management
New York
$70.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$553M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
IC
4
Impactive Capital
New York
$154M
5
PCM
5
PAR Capital Management
Massachusetts
$239M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$332M
2
WA
2
Wasatch Advisors
Utah
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$178M
4
AIM
4
Artemis Investment Management
United Kingdom
$24.6M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$551K
Name Market Value Shares Shares
Change 		Shares
Change %
QC
301
Quent Capital
New York
$18K 126 +126 New
PA
302
Parallel Advisors
California
$16K 114 -104 -48%
HNB
303
Huntington National Bank
Ohio
$15K 108 +43 +66%
RFA
304
Reilly Financial Advisors
California
$13K 94 – –
LC
305
Lindbrook Capital
California
$13K 90 +82 +1,025%
HS
306
Horan Securities
United States
$12K 82 +82 New
SPIA
307
Steward Partners Investment Advisory
New York
$11K 80 – –
ST
308
Smithfield Trust
Pennsylvania
$9K 67 – –
CA
309
Cornerstone Advisory
Maryland
$9K 62 +62 New
HWM
310
Holloway Wealth Management
Florida
– – – –
AFG
311
Albion Financial Group
Utah
$8K 60 – –
FPS
312
Fieldpoint Private Securities
Connecticut
$8K 57 +15 +36%
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.11K 50,609 -57,231 -53%
ST
314
Sageworth Trust
Pennsylvania
$7K 50 -170 -77%
TCM
315
Tradewinds Capital Management
Washington
$7K 48 – –
CT
316
Cambridge Trust
Massachusetts
$7K 48 +48 New
GWS
317
Glassman Wealth Services
Virginia
$6K 40 – –
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$6K 43 +43 New
C
319
Covestor
United Kingdom
$5K 32 +32 New
ADL
320
Asset Dedication LLC
California
$4K 25 – –
EARNEST Partners
321
EARNEST Partners
Georgia
$4K 26 – –
BIA
322
Bell Investment Advisors
California
$4K 30 +9 +43%
PFBT
323
Parkside Financial Bank & Trust
Missouri
$4K 28 +28 New
SWA
324
Sutton Wealth Advisors
Florida
$3.09K 22 +6 +38%
BWA
325
BDO Wealth Advisors
Florida
$3K 20 – –
11 12
13
14 15