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WEX
WEX

Overview Fund Activity

405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$740M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.5M
4
RRAM
4
River Road Asset Management
Kentucky
$138M
5
PAM
5
Panagora Asset Management
Massachusetts
$24.3M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$91M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M
3
Morgan Stanley
3
Morgan Stanley
New York
$346M
4
BlackRock
4
BlackRock
New York
$699M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
MHR
401
Matthew Hamilton Rosenberg
$910 5 – –
CIA
402
Cape Investment Advisory
Georgia
$910 5 – –
HCP
403
Hexagon Capital Partners
Arkansas
$910 5 +3 +150%
GI
404
Gradient Investments
Minnesota
$910 5 +5 New
AF
405
Allworth Financial
California
$183 1 – –
MRCP
406
Maple Rock Capital Partners
Ontario, Canada
– – -157,800 Closed
P2P
407
Phase 2 Partners
California
– – -38,950 Closed
Assenagon Asset Management
408
Assenagon Asset Management
Luxembourg
– – -38,791 Closed
FCM
409
Frontier Capital Management
Massachusetts
– – -22,301 Closed
BC
410
Brookfield Corp
Ontario, Canada
– – -10,864 Closed
DF
411
Donoghue Forlines
Massachusetts
– – -6,601 Closed
PCM
412
Prana Capital Management
Connecticut
– – -5,297 Closed
BAMF
413
BI Asset Management Fondsmaeglerselskab
Denmark
– – -5,239 Closed
BCM
414
Bayesian Capital Management
New York
– – -4,935 Closed
TCM
415
Teza Capital Management
Illinois
– – -4,691 Closed
EWA
416
Exencial Wealth Advisors
Oklahoma
– – -4,005 Closed
WG
417
Winton Group
United Kingdom
– – -3,248 Closed
QC
418
Quadrature Capital
United Kingdom
– – -2,257 Closed
BAM
419
Belpointe Asset Management
Nevada
– – -2,187 Closed
BFO
420
Biltmore Family Office
North Carolina
– – -1,870 Closed
M&T Bank
421
M&T Bank
New York
– – -1,641 Closed
WAM
422
Watershed Asset Management
California
– – -1,637 Closed
CCM
423
Cinctive Capital Management
New York
– – -1,627 Closed
OTL
424
Oak Thistle LLC
New York
– – -1,618 Closed
SDIC
425
South Dakota Investment Council
South Dakota
– – -1,552 Closed
15 16
17
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