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WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
401
Allworth Financial
California
$184 1 – –
WP
402
Warburg Pincus
New York
– – -577,254 Closed
ACM
403
Anomaly Capital Management
New York
– – -247,600 Closed
Holocene Advisors
404
Holocene Advisors
New York
– – -112,940 Closed
Balyasny Asset Management
405
Balyasny Asset Management
Illinois
– – -10,466 Closed
Tudor Investment Corp
406
Tudor Investment Corp
Connecticut
– – -7,118 Closed
EP
407
Edgestream Partners
New Jersey
– – -5,779 Closed
DTL
408
Dynamic Technology Lab
Singapore
– – -4,690 Closed
JFG
409
Jefferies Financial Group
New York
– – -2,905 Closed
HF
410
HRT Financial
New York
– – -2,106 Closed
CF
411
CNA Financial
Illinois
– – -2,065 Closed
AWM
412
Alterna Wealth Management
Texas
– – -1,383 Closed
CS
413
Cannell & Spears
New York
– – -1,330 Closed
BC
414
Bridgefront Capital
Texas
– – -1,276 Closed
DekaBank Deutsche Girozentrale
415
DekaBank Deutsche Girozentrale
Germany
– – -796 Closed
OWA
416
One Wealth Advisors
California
– – -451 Closed
FAM
417
Fred Alger Management
New York
– – -266 Closed
MCC
418
Money Concepts Capital
Florida
– – -123 Closed
AFG
419
Albion Financial Group
Utah
– – -60 Closed
ACM
420
AUA Capital Management
Pennsylvania
– – -19 Closed
AWM
421
Accurate Wealth Management
Florida
– – -18 Closed
MPCL
422
My Personal CFO LLC
Washington
– – -16 Closed
NSB
423
Norway Savings Bank
Maine
– – -13 Closed
CA
424
Centerpoint Advisors
Massachusetts
– – -7 Closed
EAM
425
Erste Asset Management
Austria
– – – –
14 15 16
17
18