WEX icon

WEX
WEX

Overview Fund Activity

220 hedge funds and large institutions have $5.39B invested in WEX in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 26 closing their positions.

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
115
Reduced
50
Closed
26
Calls
$1.87M
Puts
$449K
Net Calls
+$1.43M
Net Calls Change
+$5.42M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$468M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$112M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$465M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$453M
5
Deutsche Bank
5
Deutsche Bank
Germany
$61.5M

Top Sellers

1
WP
1
Warburg Pincus
New York
$34.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$79.1M
3
CIP
3
Champlain Investment Partners
Vermont
$141M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.3M
5
Millennium Management
5
Millennium Management
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SIMG
26
Stephens Investment Management Group
Texas
$46.5M 414,580 +77,287 +23%
Northern Trust
27
Northern Trust
Illinois
$46.2M 411,533 +576 +0.1%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$40.3M 359,529 +9,819 +3%
William Blair & Company
29
William Blair & Company
Illinois
$39M 347,761 -1,379 -0.4%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$36.4M 324,521 -52,221 -14%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$34.9M 311,084 +16,662 +6%
WP
32
Warburg Pincus
New York
$34.8M 310,538 -2,256,669 -88%
Victory Capital Management
33
Victory Capital Management
Texas
$34.3M 305,800 -139,985 -31%
JCM
34
Junto Capital Management
New York
$34.3M 305,788 +1,788 +0.6%
LCM
35
Laurion Capital Management
New York
$33.7M 300,455 +300,455 New
ORI
36
Oak Ridge Investments
Illinois
$33.4M 297,968 +4,477 +2%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$31.9M 284,005 -25,470 -8%
Franklin Resources
38
Franklin Resources
California
$28.2M 250,988 +250,988 New
WJA
39
Williams Jones & Associates
New York
$27.9M 248,460 -3,577 -1%
Brown Advisory
40
Brown Advisory
Maryland
$25.9M 230,369 +18,133 +9%
Charles Schwab
41
Charles Schwab
California
$23.2M 206,735 +15,109 +8%
Goldman Sachs
42
Goldman Sachs
New York
$22.9M 204,459 +45,810 +29%
CPM
43
Crescent Park Management
California
$21.5M 191,220 +22,665 +13%
Millennium Management
44
Millennium Management
New York
$20.3M 181,188 -84,342 -32%
NFA
45
Nationwide Fund Advisors
Ohio
$19M 168,979 +13,967 +9%
USAA
46
United Services Automobile Association
Texas
$18.8M 167,382 +42,040 +34%
KTA
47
Keeley-Teton Advisors
Illinois
$18.5M 164,594 -35,534 -18%
Principal Financial Group
48
Principal Financial Group
Iowa
$18.5M 164,511 -278 -0.2%
SEI Investments
49
SEI Investments
Pennsylvania
$16.5M 147,082 -6,587 -4%
WRF
50
Waddell & Reed Financial
Kansas
$16.1M 143,572 -3,450 -2%
1
2
3 4 5