WEX icon

WEX
WEX

Overview Fund Activity

345 hedge funds and large institutions have $6.1B invested in WEX in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 57 closing their positions.

Holders
345
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
58
Increased
123
Reduced
108
Closed
57
Calls
$44.4M
Puts
$33.9M
Net Calls
+$10.5M
Net Calls Change
+$16.1M

Top Buyers

1
WP
1
Warburg Pincus
New York
$80.2M
2
HVCM
2
HG Vora Capital Management
New York
$48.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.7M
4
WA
4
Wasatch Advisors
Utah
$52.1M
5
TCG
5
Tremblant Capital Group
Florida
$42M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$11.5M
2
ESCM
2
Echo Street Capital Management
New York
$0
3
KCM
3
Kensico Capital Management
Connecticut
$6.25M
4
Franklin Resources
4
Franklin Resources
California
$369K
5
MWNA
5
Marshall Wace North America
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HVCM
26
HG Vora Capital Management
New York
$48.6M 350,000 +350,000 New
Northern Trust
27
Northern Trust
Illinois
$48.3M 347,520 -8,747 -2%
William Blair & Company
28
William Blair & Company
Illinois
$45.7M 328,729 -19,816 -6%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$42.9M 308,522 +22,330 +8%
SIMG
30
Stephens Investment Management Group
Texas
$42.3M 304,152 +43,119 +17%
TCG
31
Tremblant Capital Group
Florida
$42M 302,078 +159,111 +111%
Goldman Sachs
32
Goldman Sachs
New York
$38.2M 274,697 +19,555 +8%
Charles Schwab
33
Charles Schwab
California
$34.8M 250,278 +5,267 +2%
AAM
34
Ardevora Asset Management
United Kingdom
$34.6M 249,073 +20,700 +9%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$33.9M 233,358 +52,837 +29%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$33.8M 243,027 +2,486 +1%
WJWM
37
Williams Jones Wealth Management
New York
$31.3M 225,525 -2,977 -1%
TCM
38
TimesSquare Capital Management
New York
$29.3M 210,810 -19,400 -8%
Brown Advisory
39
Brown Advisory
Maryland
$29M 208,324 +18,749 +10%
PI
40
Putnam Investments
Massachusetts
$28.4M 204,588 +4,098 +2%
Morgan Stanley
41
Morgan Stanley
New York
$27.7M 199,525 +162,899 +445%
PFM
42
Premier Fund Managers
United Kingdom
$24.4M 172,600 – –
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$24M 172,354 +11,317 +7%
Principal Financial Group
44
Principal Financial Group
Iowa
$18.2M 130,968 -2,880 -2%
Ameriprise
45
Ameriprise
Minnesota
$18.1M 130,556 +35,942 +38%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$18.1M 129,979 +210 +0.2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$17.9M 128,548 -1,720 -1%
Ensign Peak Advisors
48
Ensign Peak Advisors
Utah
$17.9M 128,490 +79,807 +164%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$17.2M 123,919 -8,166 -6%
PPA
50
Parametric Portfolio Associates
Washington
$16.8M 120,712 -1,403 -1%
1
2
3 4 5