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WEX
WEX

Overview Fund Activity

358 hedge funds and large institutions have $9.45B invested in WEX in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
116
Reduced
128
Closed
45
Calls
$108M
Puts
$32.8M
Net Calls
+$75M
Net Calls Change
+$28.2M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$119M
2
Primecap Management
2
Primecap Management
California
$118M
3
IC
3
Impactive Capital
New York
$70.9M
4
JCM
4
Junto Capital Management
New York
$56.4M
5
Select Equity Group
5
Select Equity Group
New York
$43.7M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$20.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$829M
3
ACM
3
Atlanta Capital Management
Georgia
$529M
4
Invesco
4
Invesco
Georgia
$23.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$79.4M 379,656 +36,033 +10%
BAMCO Inc
27
BAMCO Inc
New York
$78.5M 375,000 – –
Northern Trust
28
Northern Trust
Illinois
$78.4M 374,591 +27,411 +8%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$72.4M 346,174 +3,396 +1%
IC
30
Impactive Capital
New York
$70.9M 338,921 +338,921 New
TCG
31
Tremblant Capital Group
Florida
$64.3M 307,474 -94,367 -23%
Bank of America
32
Bank of America
North Carolina
$61.1M 291,813 -13,765 -5%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$59.7M 275,070 +16,517 +6%
JCM
34
Junto Capital Management
New York
$56.4M 269,606 +269,606 New
William Blair & Company
35
William Blair & Company
Illinois
$54.3M 259,520 -2,994 -1%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$52.9M 252,925 +8,502 +3%
Charles Schwab
37
Charles Schwab
California
$52.9M 252,708 -4,001 -2%
AAM
38
Ardevora Asset Management
United Kingdom
$52.9M 252,604 -57,669 -19%
WJWM
39
Williams Jones Wealth Management
New York
$46.7M 223,244 +779 +0.4%
Select Equity Group
40
Select Equity Group
New York
$43.7M 209,089 +209,089 New
DZ Bank
41
DZ Bank
Germany
$41.3M 197,160 +23,870 +14%
Citigroup
42
Citigroup
New York
$40.5M 193,668 -79,931 -29%
Jennison Associates
43
Jennison Associates
New York
$39.3M 187,877 +187,877 New
PFM
44
Premier Fund Managers
United Kingdom
$37.1M 174,500 +1,900 +1%
Morgan Stanley
45
Morgan Stanley
New York
$34.5M 164,958 -69,035 -30%
Principal Financial Group
46
Principal Financial Group
Iowa
$31.8M 152,058 +21,177 +16%
AllianceBernstein
47
AllianceBernstein
Tennessee
$29.9M 143,000 +67,260 +89%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$28.3M 135,064 -13,822 -9%
PPA
49
Parametric Portfolio Associates
Washington
$27.6M 131,977 +1,679 +1%
RMDI
50
R.M. Davis Inc
Maine
$27.2M 129,843 +6,851 +6%
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