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WEX
WEX

Overview Fund Activity

343 hedge funds and large institutions have $5.98B invested in WEX in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
7.65%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
66
Increased
111
Reduced
121
Closed
60
Calls
$12.8M
Puts
$12.1M
Net Calls
+$718K
Net Calls Change
-$13.8M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$80.6M
2
Renaissance Technologies
Renaissance Technologies
New York
$56.2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$576M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$35.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$256M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$116M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
William Blair Investment Management
William Blair Investment Management
Illinois
$120M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$17M
5
LC
Lunia Capital
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$49M +$837K +5,978 +2%
Northern Trust
27
Northern Trust
Illinois
$47.9M +$265K +1,894 +0.6%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$40.7M +$634K +4,524 +2%
Bank of America
29
Bank of America
North Carolina
$39.8M -$5.5M -39,237 -12%
Brown Advisory
30
Brown Advisory
Maryland
$39.7M +$5.19M +37,075 +15%
Ameriprise
31
Ameriprise
Minnesota
$36.2M -$12M -85,528 -25%
Assenagon Asset Management
32
Assenagon Asset Management
Luxembourg
$35.1M +$35.1M +250,806 New
WJA
33
Williams Jones & Associates
New York
$34.1M +$105K +749 +0.3%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$32.8M -$1.41M -10,064 -4%
Norges Bank
35
Norges Bank
Norway
$32.5M +$4.47M +31,896 +16%
Deutsche Bank
36
Deutsche Bank
Germany
$32.1M +$4.29M +30,665 +15%
Franklin Resources
37
Franklin Resources
California
$31.1M +$18.8M +133,905 +152%
TCIM
38
TIAA CREF Investment Management
New York
$31M -$2.68M -19,157 -8%
Morgan Stanley
39
Morgan Stanley
New York
$29.7M +$20.1M +143,284 +208%
Charles Schwab
40
Charles Schwab
California
$28M +$498K +3,555 +2%
Principal Financial Group
41
Principal Financial Group
Iowa
$27.1M -$594K -4,238 -2%
DCM
42
Daruma Capital Management
New York
$26.5M -$2.34M -16,743 -8%
BCPEM
43
Bain Capital Public Equity Management
Massachusetts
$26.5M +$8.09M +57,749 +44%
ESCM
44
Echo Street Capital Management
New York
$23.9M -$19.5M -139,031 -45%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$23.7M +$11.9M +84,951 +101%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$23.1M +$1.12M +8,009 +5%
USAA
47
United Services Automobile Association
Texas
$21.7M +$1.82M +12,969 +9%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$21.7M -$1.52M -10,844 -7%
Allianz Asset Management
49
Allianz Asset Management
Germany
$21.2M +$11.6M +82,541 +120%
CCI
50
Columbus Circle Investors
$19.7M -$13.4M -95,429 -40%
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