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WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
401
Allworth Financial
California
$2.14K 11 – –
HI
402
Harbour Investments
Wisconsin
$2.14K 11 +11 New
FMP
403
Financial Management Professionals
Texas
$2K 11 – –
IA
404
IFP Advisors
Florida
$1.95K 10 – –
S
405
Sachetta
Massachusetts
$1.56K 8 +8 New
RF
406
Robbins Farley
New Hampshire
$1.36K 7 +7 New
SIC
407
SJS Investment Consulting
Ohio
$1.17K 6 – –
CIA
408
Cape Investment Advisory
Georgia
$973 5 – –
MHR
409
Matthew Hamilton Rosenberg
$973 5 – –
GI
410
Gradient Investments
Minnesota
$973 5 – –
DPW
411
DiNuzzo Private Wealth
Pennsylvania
$973 5 +5 New
Kayne Anderson Rudnick Investment Management
412
Kayne Anderson Rudnick Investment Management
California
$973 5 +5 New
PWMG
413
Private Wealth Management Group
New Jersey
$779 4 +4 New
MSWM
414
McGlone Suttner Wealth Management
Wisconsin
$564 3 +3 New
RCM
415
Raleigh Capital Management
North Carolina
$195 1 +1 New
Assenagon Asset Management
416
Assenagon Asset Management
Luxembourg
– – -117,576 Closed
PCM
417
Portolan Capital Management
Massachusetts
– – -59,158 Closed
AIM
418
Artemis Investment Management
United Kingdom
– – -27,066 Closed
SI
419
Sora Investors
Pennsylvania
– – -25,000 Closed
MS
420
Maven Securities
Jersey
– – -20,000 Closed
BBL
421
Beck Bode LLC
Massachusetts
– – -18,092 Closed
PI
422
PineBridge Investments
New York
– – -10,143 Closed
OTL
423
Oak Thistle LLC
New York
– – -7,924 Closed
BCM
424
Bridgeway Capital Management
Texas
– – -6,770 Closed
OTPPB
425
Ontario Teachers' Pension Plan Board
Ontario, Canada
– – -6,761 Closed
15 16
17
18 19