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WEX
WEX

Overview Fund Activity

229 hedge funds and large institutions have $4.83B invested in WEX in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 19 closing their positions.

Holders
229
Holders Change
+9
Holders Change %
+4.09%
% of All Funds
6.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
30
Increased
84
Reduced
87
Closed
19
Calls
$29.5M
Puts
$1.35M
Net Calls
+$28.1M
Net Calls Change
+$16M

Top Buyers

1
WP
1
Warburg Pincus
New York
$434M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$237M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$435M
4
Victory Capital Management
4
Victory Capital Management
Texas
$28.3M
5
ACM
5
Atlanta Capital Management
Georgia
$245M

Top Sellers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$136M
2
PGH
2
Partners Group Holding
Switzerland
$0
3
BAMCO Inc
3
BAMCO Inc
New York
$48.6M
4
WRF
4
Waddell & Reed Financial
Kansas
$15.4M
5
Deutsche Bank
5
Deutsche Bank
Germany
$45.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$41.4M 382,596 -932 -0.2%
ORI
27
Oak Ridge Investments
Illinois
$41.1M 380,259 -2,624 -0.7%
Bank of America
28
Bank of America
North Carolina
$40.1M 370,995 +22,853 +7%
William Blair & Company
29
William Blair & Company
Illinois
$38.3M 354,175 -15,218 -4%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$33.2M 306,857 +6,211 +2%
Norges Bank
31
Norges Bank
Norway
$32.6M 315,451 -26,459 -8%
SIMG
32
Stephens Investment Management Group
Texas
$31.9M 294,885 +19,570 +7%
Ameriprise
33
Ameriprise
Minnesota
$29.9M 276,849 -13,211 -5%
Janus Henderson Group
34
Janus Henderson Group
United Kingdom
$29.6M 274,143 -10,222 -4%
KAM
35
Keeley Asset Management
Illinois
$28.9M 267,317 -25,010 -9%
BTW
36
Boston Trust Walden
Massachusetts
$28.7M 265,086 +655 +0.2%
EIP
37
Epoch Investment Partners
New York
$28.6M 264,542 -23,237 -8%
Victory Capital Management
38
Victory Capital Management
Texas
$28.3M 262,142 +261,127 +25,727%
WJA
39
Williams Jones & Associates
New York
$27.8M 257,551 -1,286 -0.5%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$26.7M 246,765 +7,717 +3%
Goldman Sachs
41
Goldman Sachs
New York
$20.2M 186,853 +9,837 +6%
Massachusetts Financial Services
42
Massachusetts Financial Services
Massachusetts
$19.8M 182,982 +162,174 +779%
PMAM
43
Picton Mahoney Asset Management
Ontario, Canada
$19.6M 181,675 +181,675 New
NFA
44
Nationwide Fund Advisors
Ohio
$18.6M 172,121 -4,092 -2%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$16.8M 155,000 +155,000 New
Principal Financial Group
46
Principal Financial Group
Iowa
$16.6M 153,640 +5,266 +4%
Charles Schwab
47
Charles Schwab
California
$16.5M 153,033 +9,685 +7%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$16M 147,601 -8,397 -5%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$15.6M 143,972 -2,474 -2%
WRF
50
Waddell & Reed Financial
Kansas
$15.4M 142,860 -99,924 -41%
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