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WEX
WEX

Overview Fund Activity

409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$140M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$22.1M
3
HPC
3
HM Payson & Co
Maine
$24.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$777M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$553M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$10.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
401
Financial Management Professionals
Texas
$2K 11 – –
IA
402
IFP Advisors
Florida
$1.88K 10 -269 -96%
SIC
403
SJS Investment Consulting
Ohio
$1.13K 6 +1 +20%
GI
404
Gradient Investments
Minnesota
$940 5 – –
MHR
405
Matthew Hamilton Rosenberg
$940 5 – –
CIA
406
Cape Investment Advisory
Georgia
$940 5 – –
HCP
407
Hexagon Capital Partners
Arkansas
$752 4 -1 -20%
TWP
408
TFO Wealth Partners
Ohio
$546 3 +3 New
AP
409
Atwood & Palmer
Missouri
$377 2 +2 New
First Manhattan
410
First Manhattan
New York
$188 1 -77 -99%
HSC
411
Harbor Spring Capital
New York
– – -55,078 Closed
BA
412
Bridgewater Associates
Connecticut
– – -32,343 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
413
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -27,747 Closed
State of Tennessee, Department of Treasury
414
State of Tennessee, Department of Treasury
Tennessee
– – -23,745 Closed
SPPAM
415
Summit Partners Public Asset Management
Massachusetts
– – -21,000 Closed
Tudor Investment Corp
416
Tudor Investment Corp
Connecticut
– – -13,828 Closed
HF
417
HRT Financial
New York
– – -11,834 Closed
CW
418
Connectus Wealth
Ohio
– – -10,374 Closed
RIM
419
Redwood Investment Management
Arizona
– – -9,039 Closed
Canada Pension Plan Investment Board
420
Canada Pension Plan Investment Board
Ontario, Canada
– – -8,200 Closed
ACM
421
Aquatic Capital Management
Illinois
– – -7,400 Closed
VI
422
Versor Investments
New York
– – -6,479 Closed
ESCM
423
Echo Street Capital Management
New York
– – -6,356 Closed
MC
424
Maverick Capital
Texas
– – -6,014 Closed
JGC
425
J. Goldman & Co
New York
– – -5,938 Closed
15 16
17
18 19