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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $9.02B invested in WEX in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 109 reducing their positions, and 44 closing their positions.

Holders
344
Holders Change
–
Holders Change %
0%
% of All Funds
6.79%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
53
Increased
119
Reduced
109
Closed
44
Calls
$56.9M
Puts
$73.9M
Net Calls
-$17M
Net Calls Change
-$11.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$365M
2
CAM
2
Congress Asset Management
Massachusetts
$84.3M
3
ECM
3
ExodusPoint Capital Management
New York
$15.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$77.6M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$40.5M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$109M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.73M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
CCI
4
Columbus Circle Investors
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
326
Steward Partners Investment Advisory
New York
$5K 26 – –
PWP
327
Personal Wealth Partners
Minnesota
$5K 24 – –
PMFA
328
Plante Moran Financial Advisors
Michigan
$4K 19 +19 New
TPCW
329
TD Private Client Wealth
New York
$3.77K 18 +18 New
HGWM
330
Harvest Group Wealth Management
Massachusetts
$3K 19 – –
CMBA
331
C.M. Bidwell & Associates
Hawaii
$3K 14 – –
HI
332
Hudock Inc
Pennsylvania
$2K 10 – –
TFGT
333
TS Financial Group (TSFG)
Illinois
$2K 11 – –
BCA
334
Berman Capital Advisors
Georgia
$2K 14 – –
TSW
335
Thompson Siegel & Walmsley
Virginia
$2K 10 +10 New
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$2K 10 +10 New
PFBT
337
Parkside Financial Bank & Trust
Missouri
$1K 5 -117 -96%
TIM
338
Tortoise Investment Management
New York
$1K 4 – –
APC
339
Aspire Private Capital
North Carolina
$1K 6 – –
FANJ
340
Financial Architects (New Jersey)
New Jersey
$1K 7 – –
GRP
341
Global Retirement Partners
California
$1K 3 – –
MAM
342
Meeder Asset Management
Ohio
$1K 7 +1 +17%
OPS
343
Orion Portfolio Solutions
Nebraska
$1K 7 +7 New
GDP
344
Great Diamond Partners
Maine
$1K 8 +8 New
Artisan Partners
345
Artisan Partners
Wisconsin
– – -211,103 Closed
CCI
346
Columbus Circle Investors
– – -194,562 Closed
Point72 Asset Management
347
Point72 Asset Management
Connecticut
– – -132,893 Closed
MWA
348
Marshall Wace Asia
Hong Kong
– – -103,169 Closed
PCM
349
Prana Capital Management
Connecticut
– – -74,048 Closed
Marshall Wace
350
Marshall Wace
United Kingdom
– – -33,204 Closed
12 13
14
15 16