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WEX
WEX

Overview Fund Activity

362 hedge funds and large institutions have $7.05B invested in WEX in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 118 increasing their positions, 129 reducing their positions, and 39 closing their positions.

Holders
362
Holders Change
+11
Holders Change %
+3.13%
% of All Funds
5.84%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
57
Increased
118
Reduced
129
Closed
39
Calls
$124M
Puts
$45.9M
Net Calls
+$77.8M
Net Calls Change
+$17.2M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$337M
2
RRAM
2
River Road Asset Management
Kentucky
$91.5M
3
TCM
3
TimesSquare Capital Management
New York
$47.2M
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$25.1M
5
LWCFA
5
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94.1M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$626M
2
Millennium Management
2
Millennium Management
New York
$59.1M
3
ACM
3
Anomaly Capital Management
New York
$40.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$380K
5
Primecap Management
5
Primecap Management
California
$139M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
301
Fred Alger Management
New York
$43.5K 266 – –
CFD
302
Creative Financial Designs
Indiana
$43K 263 – –
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$42.1K 257 +48 +23%
YDMI
304
Y.D. More Investments
Israel
$41.4K 895 +895 New
S
305
SignatureFD
Georgia
$36.5K 223 +92 +70%
DWA
306
Dougherty Wealth Advisers
Minnesota
$35K 214 – –
FHA
307
First Horizon Advisors
Tennessee
$34.5K 211 -38 -15%
FFA
308
Farther Finance Advisors
California
$29.5K 180 +180 New
SC
309
Solstein Capital
California
$29.3K 179 – –
CAC
310
Core Alternative Capital
Georgia
$28K 171 – –
Nomura Asset Management
311
Nomura Asset Management
Japan
$27.8K 170 – –
LC
312
Lindbrook Capital
California
$27.3K 167 +77 +86%
National Bank of Canada
313
National Bank of Canada
Quebec, Canada
$26.2K 160 +160 New
FCA
314
FinTrust Capital Advisors
South Carolina
$25.2K 154 +154 New
GRP
315
Global Retirement Partners
California
$24.7K 151 +2 +1%
QC
316
Quent Capital
New York
$23.7K 145 +19 +15%
SWM
317
Spire Wealth Management
Virginia
$23K 142 – –
AF
318
Advisornet Financial
Minnesota
$21.3K 130 -2 -2%
MCC
319
Money Concepts Capital
Florida
$20.1K 123 -49 -28%
VCM
320
Vigilant Capital Management
Maine
$20K 123 – –
PA
321
Parallel Advisors
California
$18K 110 +11 +11%
QCG
322
Quadrant Capital Group
Ohio
$17.5K 107 -20 -16%
SPIA
323
Steward Partners Investment Advisory
New York
$16.9K 103 – –
BFEC
324
Benjamin F. Edwards & Company
Missouri
$16K 100 – –
BWAM
325
Boyd Watterson Asset Management
Ohio
$14.4K 88 +88 New
11 12
13
14 15