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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 %
GTCM
376
Gyon Technologies Capital Management
New Jersey
– – -2,371 Closed
SM
377
Sciencast Management
New Jersey
– – -2,367 Closed
GC
378
Guggenheim Capital
Illinois
– – -1,886 Closed
GAM
379
Gotham Asset Management
New York
– – -1,857 Closed
LIA
380
LS Investment Advisors
Michigan
– – -1,740 Closed
Tudor Investment Corp
381
Tudor Investment Corp
Connecticut
– – -1,644 Closed
Los Angeles Capital Management
382
Los Angeles Capital Management
California
– – -1,350 Closed
IB
383
Intrust Bank
Kansas
– – -1,167 Closed
MPPW
384
Mitchell & Pahl Private Wealth
Oklahoma
– – -1,015 Closed
B
385
Barings
North Carolina
– – -996 Closed
V
386
Veritable
Delaware
– – -963 Closed
IAIM
387
International Assets Investment Management
Florida
– – -545 Closed
VFA
388
Valeo Financial Advisors
Indiana
– – -100 Closed
Canada Pension Plan Investment Board
389
Canada Pension Plan Investment Board
Ontario, Canada
– – -100 Closed
CFFP
390
Center for Financial Planning
Michigan
– – -80 Closed
EIM
391
Essex Investment Management
Massachusetts
– – -43 Closed
WAP
392
Wealthcare Advisory Partners
Pennsylvania
– – -40 Closed
APWA
393
Atlas Private Wealth Advisors
New Jersey
– – -30 Closed
EP
394
Eudaimonia Partners
Tennessee
– – -29 Closed
MWP
395
Meridian Wealth Partners
Pennsylvania
– – -22 Closed
HFM
396
Harvest Fund Management
China
$0 1 -19 -95%
SIS
397
Sound Income Strategies
Florida
– – -15 Closed
CFO
398
CVA Family Office
Colorado
– – -15 Closed
WCM
399
Wealthcare Capital Management
Virginia
– – -14 Closed
GWM
400
Geneos Wealth Management
Colorado
– – -13 Closed
13 14 15
16
17