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WEX
WEX

Overview Fund Activity

346 hedge funds and large institutions have $7.24B invested in WEX in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
77
Increased
117
Reduced
117
Closed
64
Calls
$56.6M
Puts
$62.2M
Net Calls
-$5.65M
Net Calls Change
-$6.61M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$361M
2
KCM
Kensico Capital Management
Connecticut
$100M
3
ACM
Atlanta Capital Management
Georgia
$502M
4
DZ Bank
DZ Bank
Germany
$89.3M
5
Invesco
Invesco
Georgia
$67.8M

Top Sellers

1
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111M
2
EAM
Eagle Asset Management
Florida
$0
3
SCM
Steadfast Capital Management
New York
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$322M
5
Citadel Advisors
Citadel Advisors
Florida
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$58.8M -$690K -4,181 -1%
William Blair & Company
27
William Blair & Company
Illinois
$57.5M -$7.67M -46,503 -12%
Bank of America
28
Bank of America
North Carolina
$57.4M +$4.62M +27,985 +9%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$47.2M +$1.6M +9,709 +4%
SIMG
30
Stephens Investment Management Group
Texas
$43.1M -$375K -2,271 -0.9%
Goldman Sachs
31
Goldman Sachs
New York
$42.1M +$16.7M +100,956 +65%
Charles Schwab
32
Charles Schwab
California
$40.4M +$151K +914 +0.4%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$39.7M +$2.37M +14,388 +6%
TCM
34
TimesSquare Capital Management
New York
$38M -$24.3M -147,400 -39%
WJWM
35
Williams Jones Wealth Management
New York
$37.7M -$767K -4,647 -2%
AAM
36
Ardevora Asset Management
United Kingdom
$37.7M +$37.7M +228,373 New
WA
37
Wasatch Advisors
Utah
$35.1M +$34.8M +210,644 +9,917%
PI
38
Putnam Investments
Massachusetts
$33.1M +$13M +78,550 +64%
Brown Advisory
39
Brown Advisory
Maryland
$31.3M +$2.09M +12,679 +7%
PFM
40
Premier Fund Managers
United Kingdom
$28.5M +$28.5M +172,600 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$27.9M -$1.3M -8,438 -4%
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$26.6M -$1.64M -9,932 -6%
Franklin Resources
43
Franklin Resources
California
$25M -$1.63M -9,818 -6%
TCG
44
Tremblant Capital Group
Florida
$23.6M +$23.6M +142,967 New
Principal Financial Group
45
Principal Financial Group
Iowa
$22.1M +$19.6K +119 +0.1%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$21.8M -$299K -1,812 -1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$21.5M +$842K +5,100 +4%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$21.4M -$863K -5,228 -4%
RMDI
49
R.M. Davis Inc
Maine
$20.7M +$4.13M +25,030 +25%
PPA
50
Parametric Portfolio Associates
Washington
$20.2M +$5.82M +35,291 +41%
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