WEX icon

WEX
WEX

Overview Fund Activity

352 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 120 reducing their positions, and 45 closing their positions.

Holders
352
Holders Change
-12
Holders Change %
-3.3%
% of All Funds
5.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
115
Reduced
120
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$568M
2
Morgan Stanley
2
Morgan Stanley
New York
$78M
3
ACM
3
Anomaly Capital Management
New York
$89M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$31.4M
5
IC
5
Impactive Capital
New York
$331M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$573M
2
Bessemer Group
2
Bessemer Group
New Jersey
$110M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$211M
5
AIM
5
Artemis Investment Management
United Kingdom
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
376
Blueshift Asset Management
New Jersey
– – -2,280 Closed
B
377
Bailard
California
– – -2,113 Closed
Simplex Trading
378
Simplex Trading
Illinois
– – -2,107 Closed
FI
379
Fractal Investments
Connecticut
– – -1,581 Closed
NP
380
NorthRock Partners
Minnesota
– – -1,169 Closed
FTDI
381
First Trust Direct Indexing
Massachusetts
– – -1,164 Closed
EP
382
Edgestream Partners
New Jersey
– – -1,157 Closed
IC
383
IEQ Capital
California
– – -1,152 Closed
WDA
384
Wendell David Associates
New Hampshire
– – -1,147 Closed
AI
385
AdvisorShares Investments
Maryland
– – -1,038 Closed
Mitsubishi UFJ Trust & Banking
386
Mitsubishi UFJ Trust & Banking
Japan
– – -950 Closed
Creative Planning
387
Creative Planning
Kansas
– – -94 Closed
MIM
388
Macroview Investment Management
Maryland
– – -77 Closed
TCM
389
Tradewinds Capital Management
Washington
– – -48 Closed
BFC
390
Bedel Financial Consulting
Indiana
– – -23 Closed
T
391
TCWP
Ohio
– – -17 Closed
PCA
392
Providence Capital Advisors
North Carolina
– – -8 Closed
TPCW
393
TD Private Client Wealth
New York
– – -5 Closed
CFFP
394
Center for Financial Planning
Michigan
$0 3 -2 -40%
Wolverine Trading
395
Wolverine Trading
Illinois
– – – –
EAM
396
Erste Asset Management
Austria
– – – –
CI Investments Inc
397
CI Investments Inc
Ontario, Canada
$0 2 – –
TSS
398
Two Sigma Securities
New York
– – – –
CAL
399
Capital Advisors Ltd
Ohio
$0 3 +3 New
SFG
400
Steward Financial Group
Texas
$0 6 +6 New
12 13 14 15
16