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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 %
PRC
426
Pearl River Capital
Michigan
– – -1,377 Closed
BFM
427
Boothbay Fund Management
New York
– – -1,342 Closed
Cerity Partners
428
Cerity Partners
New York
– – -1,320 Closed
VIA
429
Vident Investment Advisory
Georgia
– – -1,275 Closed
CIP
430
Convergence Investment Partners
Florida
– – -1,231 Closed
VAS
431
Vestmark Advisory Solutions
Massachusetts
– – -1,193 Closed
NAM
432
NorthCrest Asset Manangement
Minnesota
– – -1,169 Closed
KI
433
Kapitalo Investimentos
Brazil
– – -1,159 Closed
MM
434
MQS Management
New York
– – -1,116 Closed
FTDI
435
First Trust Direct Indexing
Massachusetts
– – -1,098 Closed
MAM
436
Meeder Asset Management
Ohio
– – -726 Closed
ASN
437
Advisory Services Network
Georgia
– – -452 Closed
IUHSA
438
Itau Unibanco Holding S.A.
Brazil
– – -440 Closed
EI
439
Ellevest Inc
New York
– – -308 Closed
IAIM
440
International Assets Investment Management
Florida
– – -193 Closed
HT
441
Headlands Technologies
Illinois
– – -144 Closed
ST
442
Sageworth Trust
Pennsylvania
– – -92 Closed
QL
443
Quarry LP
New York
– – -24 Closed
SFG
444
Steward Financial Group
Texas
– – -19 Closed
SC
445
Schubert & Co
Texas
– – -15 Closed
BWM
446
BerganKDV Wealth Management
Minnesota
– – -15 Closed
JGIA
447
Jackson Grant Investment Advisers
Connecticut
– – -14 Closed
AAS
448
Ameritas Advisory Services
Nebraska
– – -8 Closed
CFO
449
CVA Family Office
Colorado
– – -5 Closed
BWA
450
BDO Wealth Advisors
Florida
– – -5 Closed
15 16 17
18
19