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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $9.02B invested in WEX in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 109 reducing their positions, and 44 closing their positions.

Holders
344
Holders Change
–
Holders Change %
0%
% of All Funds
6.79%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
53
Increased
119
Reduced
109
Closed
44
Calls
$56.9M
Puts
$73.9M
Net Calls
-$17M
Net Calls Change
-$11.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$365M
2
CAM
2
Congress Asset Management
Massachusetts
$84.3M
3
ECM
3
ExodusPoint Capital Management
New York
$15.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$77.6M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$40.5M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$109M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.73M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
CCI
4
Columbus Circle Investors
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$73.8M 352,467 +4,705 +1%
Brown Advisory
27
Brown Advisory
Maryland
$72.6M 346,559 +2,236 +0.6%
Westfield Capital Management
28
Westfield Capital Management
Massachusetts
$67.6M 322,564 +5,572 +2%
Invesco
29
Invesco
Georgia
$65M 310,499 -45,425 -13%
SIMG
30
Stephens Investment Management Group
Texas
$61.6M 293,857 -2,594 -0.9%
EAM
31
Eagle Asset Management
Florida
$59.4M 283,525 +5,353 +2%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$57.2M 273,000 -16,358 -6%
Norges Bank
33
Norges Bank
Norway
$52.4M 250,224 – –
Charles Schwab
34
Charles Schwab
California
$50.6M 241,689 +3,034 +1%
WJWM
35
Williams Jones Wealth Management
New York
$49.5M 236,432 -945 -0.4%
Ameriprise
36
Ameriprise
Minnesota
$47.8M 228,087 -6,453 -3%
CTA
37
Carillon Tower Advisers
Florida
$47.6M 227,031 – –
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$46.4M 221,559 -2,402 -1%
BCPEMI
39
Bain Capital Public Equity Management II
Massachusetts
$40.5M 193,503 +55,312 +40%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$40.3M 192,400 +17,091 +10%
Principal Financial Group
41
Principal Financial Group
Iowa
$39.5M 188,693 -2,460 -1%
Franklin Resources
42
Franklin Resources
California
$33.6M 160,261 +1,143 +0.7%
AAMU
43
Amundi Asset Management US
Massachusetts
$32.1M 153,313 -450 -0.3%
KCM
44
Kornitzer Capital Management
Kansas
$30.8M 147,114 +3,065 +2%
CRCP
45
Copper Rock Capital Partners
Massachusetts
$30.4M 144,974 -7,398 -5%
PCM
46
Peregrine Capital Management
Minnesota
$30.2M 144,315 -1,699 -1%
Manulife (Manufacturers Life Insurance)
47
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8M 142,321 -11,831 -8%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$29.5M 140,937 +20 +0%
Goldman Sachs
49
Goldman Sachs
New York
$27.9M 133,369 +13,483 +11%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$27.5M 131,457 -2,687 -2%
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