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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 %
EF
426
Empowered Funds
Pennsylvania
– – -4,722 Closed
IIM
427
INTECH Investment Management
Florida
– – -4,415 Closed
ADIM
428
Alpha DNA Investment Management
Maryland
– – -4,267 Closed
SM
429
Sciencast Management
New Jersey
– – -3,444 Closed
AWM
430
AE Wealth Management
Kansas
– – -3,179 Closed
TI
431
Trexquant Investment
Connecticut
– – -3,113 Closed
GCM
432
Graham Capital Management
Connecticut
– – -3,046 Closed
M1FG
433
Mach-1 Financial Group
Arkansas
– – -2,932 Closed
YIH
434
Y-Intercept (HK)
Hong Kong
– – -2,719 Closed
TSS
435
Two Sigma Securities
New York
– – -2,065 Closed
BC
436
Bridgefront Capital
Texas
– – -1,638 Closed
DZ Bank
437
DZ Bank
Germany
– – -1,550 Closed
JF
438
Jump Financial
Illinois
– – -1,542 Closed
DA
439
Duality Advisers
Florida
– – -1,405 Closed
JFG
440
Jefferies Financial Group
New York
– – -1,345 Closed
Bank of Nova Scotia
441
Bank of Nova Scotia
Ontario, Canada
– – -1,135 Closed
WIC
442
Woodmont Investment Counsel
Tennessee
– – -1,118 Closed
ETC
443
Exchange Traded Concepts
Oklahoma
– – -890 Closed
IGWM
444
ICA Group Wealth Management
Colorado
– – -269 Closed
CAS
445
Coppell Advisory Solutions
Texas
– – -259 Closed
BCWM
446
Bartlett & Co Wealth Management
Ohio
– – -250 Closed
BC
447
Bartlett & Co
Ohio
– – -250 Closed
SOW
448
State of Wyoming
Wyoming
– – -211 Closed
VSQM
449
V-Square Quantitative Management
Illinois
– – -117 Closed
SF
450
Safeguard Financial
Wisconsin
– – -75 Closed
15 16 17
18
19