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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 %
CWP
326
Concord Wealth Partners
Virginia
$3K 20 – –
PMFA
327
Plante Moran Financial Advisors
Michigan
$3K 18 +18 New
MFAM
328
Motley Fool Asset Management
Virginia
$3K 20 +20 New
ACM
329
AUA Capital Management
Pennsylvania
$2K 12 – –
FMP
330
Financial Management Professionals
Texas
$2K 11 – –
GWSG
331
GPS Wealth Strategies Group
Colorado
$2K 14 – –
UB
332
UMB Bank
Missouri
$2K 13 +13 New
DHGWA
333
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K 17 +17 New
VRS
334
Virginia Retirement Systems
Virginia
$1.33K 9,500 +5,000 +111%
JWA
335
JFS Wealth Advisors
Pennsylvania
$1K 7 – –
DI
336
Disciplined Investments
Oklahoma
$1K 10 – –
CFFP
337
Center for Financial Planning
Michigan
$1K 5 +5 New
TFO
338
Tarbox Family Office
California
$1K 7 +7 New
Koshinski Asset Management
339
Koshinski Asset Management
Illinois
$983 7 – –
TPCW
340
TD Private Client Wealth
New York
$702 5 -12 -71%
WA
341
Wasatch Advisors
Utah
– – -629,059 Closed
AAM
342
Ardevora Asset Management
United Kingdom
– – -332,731 Closed
Amundi
343
Amundi
France
– – -93,163 Closed
Parallax Volatility Advisers
344
Parallax Volatility Advisers
California
– – -43,605 Closed
WBC
345
Westpac Banking Corp
Australia
– – -40,629 Closed
Harris Associates
346
Harris Associates
Illinois
– – -17,176 Closed
CCM
347
CAAS Capital Management
New York
– – -11,088 Closed
BMSSC
348
B. Metzler seel. Sohn & Co
Germany
– – -7,773 Closed
HF
349
HRT Financial
New York
– – -7,414 Closed
Wolverine Trading
350
Wolverine Trading
Illinois
– – -7,395 Closed
12 13
14
15 16