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WEX
WEX

Overview Fund Activity

220 hedge funds and large institutions have $3.55B invested in WEX in 2016 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 59 reducing their positions, and 20 closing their positions.

Holders
220
Holders Change
+12
Holders Change %
+5.77%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
34
Increased
100
Reduced
59
Closed
20
Calls
$13.1M
Puts
$1.03M
Net Calls
+$12.1M
Net Calls Change
+$11.3M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$124M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$143M
3
RIM
3
RS Investment Management
California
$26.6M
4
WJA
4
Williams Jones & Associates
New York
$23M
5
WRF
5
Waddell & Reed Financial
Kansas
$21.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$1.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34M
5
Wells Fargo
5
Wells Fargo
California
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$32.8M 369,393 -34,084 -8%
Bank of America
27
Bank of America
North Carolina
$30.9M 348,142 -1,257 -0.4%
Norges Bank
28
Norges Bank
Norway
$30.3M 341,910 +56,162 +20%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$26.7M 300,646 +8,959 +3%
RIM
30
RS Investment Management
California
$26.6M 300,500 +300,500 New
KAM
31
Keeley Asset Management
Illinois
$25.9M 292,327 +48,415 +20%
Ameriprise
32
Ameriprise
Minnesota
$25.7M 290,060 -35,966 -11%
EIP
33
Epoch Investment Partners
New York
$25.5M 287,779 -4,446 -2%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$25.2M 284,365 +1,151 +0.4%
SIMG
35
Stephens Investment Management Group
Texas
$24.4M 275,315 -365 -0.1%
BTW
36
Boston Trust Walden
Massachusetts
$23.4M 264,431 -2,864 -1%
WJA
37
Williams Jones & Associates
New York
$23M 258,837 +258,837 New
Point72 Asset Management
38
Point72 Asset Management
Connecticut
$21.7M 244,696 +16,120 +7%
WRF
39
Waddell & Reed Financial
Kansas
$21.5M 242,784 +138,669 +133%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$21.2M 239,048 +9,472 +4%
TCIM
41
TIAA CREF Investment Management
New York
$20M 225,233 -16,238 -7%
PGH
42
Partners Group Holding
Switzerland
$17.3M 207,453 +972 +0.5%
Goldman Sachs
43
Goldman Sachs
New York
$15.7M 177,016 -48,499 -22%
NFA
44
Nationwide Fund Advisors
Ohio
$15.6M 176,213 +363 +0.2%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$13.8M 155,998 -7,412 -5%
Principal Financial Group
46
Principal Financial Group
Iowa
$13.2M 148,374 +18,420 +14%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$13M 146,446 +10,081 +7%
Charles Schwab
48
Charles Schwab
California
$12.7M 143,348 +8,478 +6%
EAM
49
EULAV Asset Management
Florida
$11.6M 130,600 – –
SEI Investments
50
SEI Investments
Pennsylvania
$10.7M 121,063 +16,521 +16%
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