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WEX
WEX

Overview Fund Activity

264 hedge funds and large institutions have $6.74B invested in WEX in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+44
Holders Change %
+20%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.23%
New
57
Increased
86
Reduced
87
Closed
13
Calls
$16.9M
Puts
$17.2M
Net Calls
-$323K
Net Calls Change
-$1.75M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$66.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$60.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$268M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$165M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$52.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$38.2M
3
LCM
3
Laurion Capital Management
New York
$438K
4
Deutsche Bank
4
Deutsche Bank
Germany
$36.6M
5
WP
5
Warburg Pincus
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$57M 403,418 -8,115 -2%
Citadel Advisors
27
Citadel Advisors
Florida
$52.9M 374,821 -750,016 -67%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$52.6M 372,457 +12,928 +4%
William Blair & Company
29
William Blair & Company
Illinois
$50.1M 355,082 +7,321 +2%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$44.8M 317,451 +6,367 +2%
Victory Capital Management
31
Victory Capital Management
Texas
$42.2M 299,000 -6,800 -2%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$41.8M 296,325 -28,196 -9%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$38.2M 270,239 -309,110 -53%
CPM
34
Crescent Park Management
California
$37.1M 262,620 +71,400 +37%
Deutsche Bank
35
Deutsche Bank
Germany
$36.6M 258,817 -289,036 -53%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$36.4M 257,997 -26,008 -9%
Franklin Resources
37
Franklin Resources
California
$36.2M 256,039 +5,051 +2%
WJA
38
Williams Jones & Associates
New York
$35M 247,585 -875 -0.4%
Brown Advisory
39
Brown Advisory
Maryland
$33M 233,590 +3,221 +1%
Goldman Sachs
40
Goldman Sachs
New York
$32.5M 229,860 +25,401 +12%
Charles Schwab
41
Charles Schwab
California
$31M 219,678 +12,943 +6%
ORI
42
Oak Ridge Investments
Illinois
$30.1M 212,784 -85,184 -29%
Principal Financial Group
43
Principal Financial Group
Iowa
$24M 170,158 +5,647 +3%
USAA
44
United Services Automobile Association
Texas
$23.6M 167,382 – –
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$21M 148,496 +38,394 +35%
RCM
46
Red Cedar Management
Utah
$20.6M 146,000 +146,000 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$18.9M 133,859 -2,631 -2%
KTA
48
Keeley-Teton Advisors
Illinois
$18.7M 132,606 -31,988 -19%
WRF
49
Waddell & Reed Financial
Kansas
$18.6M 131,840 -11,732 -8%
SEI Investments
50
SEI Investments
Pennsylvania
$18.6M 131,683 -15,399 -10%
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