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WEX
WEX

Overview Fund Activity

330 hedge funds and large institutions have $7.92B invested in WEX in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 136 reducing their positions, and 42 closing their positions.

Holders
330
Holders Change
-18
Holders Change %
-5.17%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
105
Reduced
136
Closed
42
Calls
$11.2M
Puts
$48.4M
Net Calls
-$37.2M
Net Calls Change
-$55.3M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$107M
2
Primecap Management
2
Primecap Management
California
$197M
3
PCM
3
PAR Capital Management
Massachusetts
$247M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.7M
5
IC
5
Impactive Capital
New York
$126M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$614M
2
Bessemer Group
2
Bessemer Group
New Jersey
$119M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$348M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
351
Kovack Advisors
Florida
– – -1,358 Closed
PRC
352
Pearl River Capital
Michigan
– – -1,255 Closed
CCM
353
Coldstream Capital Management
Washington
– – -1,227 Closed
BAM
354
Blueshift Asset Management
New Jersey
– – -1,154 Closed
CS
355
Cannell & Spears
New York
– – -1,140 Closed
MGIA
356
Moneta Group Investment Advisors
Missouri
– – -1,068 Closed
PHK
357
Point72 Hong Kong
Hong Kong
– – -888 Closed
QT
358
Quantbot Technologies
New York
– – -728 Closed
AAM
359
Advisors Asset Management
Colorado
– – -690 Closed
CM
360
Capula Management
Cayman Islands
– – -521 Closed
Walleye Trading
361
Walleye Trading
New York
– – -386 Closed
CG
362
Cutler Group
California
– – -300 Closed
GAM
363
Gemmer Asset Management
California
– – -61 Closed
PWP
364
Personal Wealth Partners
Minnesota
– – -24 Closed
MCM
365
Manchester Capital Management
Vermont
– – -16 Closed
PGWM
366
Parisi Gray Wealth Management
New Jersey
– – -13 Closed
LF
367
Lee Financial
Texas
– – -9 Closed
WPA
368
West Paces Advisors
Georgia
– – -9 Closed
PFBT
369
Parkside Financial Bank & Trust
Missouri
– – -6 Closed
APC
370
Aspire Private Capital
North Carolina
– – -6 Closed
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
– – -4 Closed
EAM
372
Erste Asset Management
Austria
– – – –
HFM
373
Harvest Fund Management
China
$0 1 – –
PI
374
PEAK6 Investments
Illinois
– – – –
CM
375
Caption Management
Oklahoma
– – – –
12 13 14
15
16