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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 %
SO
351
STRS Ohio
Ohio
– – -6,403 Closed
BWAM
352
Boyd Watterson Asset Management
Ohio
– – -4,288 Closed
IMRF
353
Illinois Municipal Retirement Fund
Illinois
– – -4,171 Closed
AWM
354
Avior Wealth Management
Nebraska
– – -3,076 Closed
CIC
355
Chilton Investment Company
Connecticut
– – -2,888 Closed
JCM
356
Janney Capital Management
Pennsylvania
– – -2,415 Closed
FC
357
FORA Capital
Florida
– – -2,280 Closed
FHA
358
Flagship Harbor Advisors
Massachusetts
– – -2,239 Closed
AWA
359
Alta Wealth Advisors
Massachusetts
– – -2,021 Closed
RJFSA
360
Raymond James Financial Services Advisors
Florida
– – -1,967 Closed
V
361
Veritable
Delaware
– – -1,950 Closed
ZCA
362
Zeke Capital Advisors
Pennsylvania
– – -1,570 Closed
CI
363
Cigna Investments
Connecticut
– – -1,431 Closed
M&T Bank
364
M&T Bank
New York
– – -1,412 Closed
KPW
365
Kore Private Wealth
New York
– – -1,406 Closed
Truist Financial
366
Truist Financial
North Carolina
– – -1,362 Closed
KAS
367
Kestra Advisory Services
Texas
– – -1,309 Closed
5L
368
55I LLC
Massachusetts
– – -1,296 Closed
IRF
369
IBM Retirement Fund
New York
– – -1,258 Closed
ACM
370
Alta Capital Management
Utah
– – -1,203 Closed
MFS
371
Mirabella Financial Services
United Kingdom
– – -1,175 Closed
OSAM
372
O'Shaughnessy Asset Management
Connecticut
– – -468 Closed
HI
373
Harbour Investments
Wisconsin
– – -165 Closed
Simplex Trading
374
Simplex Trading
Illinois
– – -155 Closed
GLLW
375
Graves Light Lenhart Wealth
Virginia
– – -128 Closed
12 13 14
15
16