WEX icon

WEX
WEX

Overview Fund Activity

348 hedge funds and large institutions have $8.75B invested in WEX in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
120
Reduced
114
Closed
53
Calls
$67M
Puts
$48.9M
Net Calls
+$18.1M
Net Calls Change
-$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$616M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$425M
3
Primecap Management
3
Primecap Management
California
$155M
4
IC
4
Impactive Capital
New York
$108M
5
DZ Bank
5
DZ Bank
Germany
$78M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$48.5M
2
Wells Fargo
2
Wells Fargo
California
$75M
3
TCG
3
Tremblant Capital Group
Florida
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$75M 386,719 -50,819 -12%
Northern Trust
27
Northern Trust
Illinois
$73.8M 380,676 +6,085 +2%
BAMCO Inc
28
BAMCO Inc
New York
$72.7M 375,000 – –
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$71M 367,542 +92,472 +34%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$69.5M 358,225 -65,455 -15%
Jennison Associates
31
Jennison Associates
New York
$60.6M 312,666 +124,789 +66%
AAM
32
Ardevora Asset Management
United Kingdom
$58.5M 301,931 +49,327 +20%
Bank of America
33
Bank of America
North Carolina
$57.2M 294,975 +3,162 +1%
Morgan Stanley
34
Morgan Stanley
New York
$57.2M 294,916 +129,958 +79%
Goldman Sachs
35
Goldman Sachs
New York
$56.3M 290,243 -89,413 -24%
Charles Schwab
36
Charles Schwab
California
$51.1M 263,744 +11,036 +4%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$48.5M 250,304 -1,539,096 -86%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$47.4M 244,608 -8,317 -3%
WJWM
39
Williams Jones Wealth Management
New York
$42.6M 219,730 -3,514 -2%
PFM
40
Premier Fund Managers
United Kingdom
$41.4M 215,630 +41,130 +24%
William Blair & Company
41
William Blair & Company
Illinois
$41.3M 212,821 -46,699 -18%
Citigroup
42
Citigroup
New York
$36.5M 188,019 -5,649 -3%
Millennium Management
43
Millennium Management
New York
$35.9M 185,196 +166,459 +888%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$34.5M 177,909 +177,835 +240,318%
Principal Financial Group
45
Principal Financial Group
Iowa
$30.3M 156,464 +4,406 +3%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$30.3M 156,239 +73,169 +88%
IGM
47
Incline Global Management
New York
$29.1M 150,223 +150,223 New
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$26.4M 136,076 +1,012 +0.7%
RMDI
49
R.M. Davis Inc
Maine
$26.1M 134,689 +4,846 +4%
PPA
50
Parametric Portfolio Associates
Washington
$25.7M 132,669 +692 +0.5%
1
2
3 4 5