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WEX
WEX

Overview Fund Activity

348 hedge funds and large institutions have $8.75B invested in WEX in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
120
Reduced
114
Closed
53
Calls
$67M
Puts
$48.9M
Net Calls
+$18.1M
Net Calls Change
-$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$616M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$425M
3
Primecap Management
3
Primecap Management
California
$155M
4
IC
4
Impactive Capital
New York
$108M
5
DZ Bank
5
DZ Bank
Germany
$78M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$48.5M
2
Wells Fargo
2
Wells Fargo
California
$75M
3
TCG
3
Tremblant Capital Group
Florida
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GWS
326
Glassman Wealth Services
Virginia
$7K 38 +1 +3%
BWA
327
BDO Wealth Advisors
Florida
$7K 35 +30 +600%
EARNEST Partners
328
EARNEST Partners
Georgia
$5K 26 – –
PWP
329
Personal Wealth Partners
Minnesota
$5K 24 +24 New
Nisa Investment Advisors
330
Nisa Investment Advisors
Missouri
$4.63K 23,850 -1,600 -6%
FPS
331
Fieldpoint Private Securities
Connecticut
$4K 20 -10 -33%
CWP
332
Concord Wealth Partners
Virginia
$4K 20 – –
SWA
333
Sutton Wealth Advisors
Florida
$3.1K 16 – –
GWSG
334
GPS Wealth Strategies Group
Colorado
$3K 14 – –
JCM
335
Jacobi Capital Management
Pennsylvania
$3K 15 – –
PGWM
336
Parisi Gray Wealth Management
New Jersey
$3K 13 +13 New
FMP
337
Financial Management Professionals
Texas
$3K 13 +13 New
MCM
338
Manchester Capital Management
Vermont
$3K 16 +16 New
TPCW
339
TD Private Client Wealth
New York
$2.33K 12 – –
ACM
340
AUA Capital Management
Pennsylvania
$2K 12 – –
DI
341
Disciplined Investments
Oklahoma
$2K 10 – –
LF
342
Lee Financial
Texas
$2K 9 +9 New
BU
343
BBVA USA
Alabama
$2K 11 +11 New
MF
344
Magnetar Financial
Illinois
$1.81K 9,330 +9,330 New
WPA
345
West Paces Advisors
Georgia
$1.75K 9 +9 New
EFSCE
346
Enterprise Financial Services Corp (EFSC)
Missouri
$1K 4 – –
APC
347
Aspire Private Capital
North Carolina
$1K 6 – –
PFBT
348
Parkside Financial Bank & Trust
Missouri
$1K 6 +6 New
TCG
349
Tremblant Capital Group
Florida
– – -307,474 Closed
JCM
350
Junto Capital Management
New York
– – -269,606 Closed
12 13
14
15 16