WEX icon

WEX
WEX

Overview Fund Activity

230 hedge funds and large institutions have $4.57B invested in WEX in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 21 closing their positions.

Holders
230
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
28
Increased
85
Reduced
84
Closed
21
Calls
$34K
Puts
$519K
Net Calls
-$485K
Net Calls Change
-$817K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$223M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$45.9M
4
CIP
4
Champlain Investment Partners
Vermont
$170M
5
Goldman Sachs
5
Goldman Sachs
New York
$106M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$142M
2
State Street
2
State Street
Massachusetts
$116M
3
FCM
3
Frontier Capital Management
Massachusetts
$3.22M
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$86.6M
5
TCM
5
TimesSquare Capital Management
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$51.2M 449,208 +53,845 +14%
BTW
27
Boston Trust Walden
Massachusetts
$50.3M 441,725 -23,409 -5%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$48.9M 428,959 -17,666 -4%
VOYA Investment Management
29
VOYA Investment Management
Georgia
$46.5M 407,829 -111,898 -22%
Janus Henderson Group
30
Janus Henderson Group
United Kingdom
$45.9M 403,151 +291,795 +262%
ORI
31
Oak Ridge Investments
Illinois
$41.6M 365,061 +13,500 +4%
Capital World Investors
32
Capital World Investors
California
$39.9M 350,000 – –
Mawer Investment Management
33
Mawer Investment Management
Alberta, Canada
$39.8M 349,412 -22,323 -6%
Norges Bank
34
Norges Bank
Norway
$38.1M 334,388 -2,108 -0.6%
SIMG
35
Stephens Investment Management Group
Texas
$33.1M 290,107 +52,860 +22%
HIM
36
Hermes Investment Management
United Kingdom
$33M 289,960 +5,133 +2%
CC
37
Capital Counsel
New York
$30.9M 270,826 -310 -0.1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$27.7M 243,168 +20,307 +9%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$26.7M 234,509 +7,028 +3%
Artisan Partners
40
Artisan Partners
Wisconsin
$26.2M 229,767 +35,415 +18%
KAM
41
Keeley Asset Management
Illinois
$25.7M 225,570 -4,225 -2%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$23.9M 209,655 -22,103 -10%
Geode Capital Management
43
Geode Capital Management
Massachusetts
$23.9M 209,448 -10,851 -5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$22.6M 198,017 +6,718 +4%
CCM
45
Crestwood Capital Management
New York
$22.5M 197,600 -10,400 -5%
Ameriprise
46
Ameriprise
Minnesota
$19.9M 174,941 +14,543 +9%
Brown Advisory
47
Brown Advisory
Maryland
$19.4M 170,388 -27,951 -14%
TCIM
48
TIAA CREF Investment Management
New York
$19M 166,385 +27,549 +20%
FAM
49
Fred Alger Management
New York
$18.7M 164,345 -45,851 -22%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$17M 148,896 +1,645 +1%
1
2
3 4 5