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WEX
WEX

Overview Fund Activity

330 hedge funds and large institutions have $7.92B invested in WEX in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 136 reducing their positions, and 42 closing their positions.

Holders
330
Holders Change
-18
Holders Change %
-5.17%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
105
Reduced
136
Closed
42
Calls
$11.2M
Puts
$48.4M
Net Calls
-$37.2M
Net Calls Change
-$55.3M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$107M
2
Primecap Management
2
Primecap Management
California
$197M
3
PCM
3
PAR Capital Management
Massachusetts
$247M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.7M
5
IC
5
Impactive Capital
New York
$126M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$614M
2
Bessemer Group
2
Bessemer Group
New Jersey
$119M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$348M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SIMG
26
Stephens Investment Management Group
Texas
$69.4M 394,090 -892 -0.2%
Northern Trust
27
Northern Trust
Illinois
$66M 374,903 -5,773 -2%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$60.2M 341,767 -68,181 -17%
AAM
29
Ardevora Asset Management
United Kingdom
$58.6M 332,731 +30,800 +10%
BAMCO Inc
30
BAMCO Inc
New York
$58M 329,284 -45,716 -12%
Jennison Associates
31
Jennison Associates
New York
$50.1M 284,183 -28,483 -9%
Millennium Management
32
Millennium Management
New York
$49.7M 281,880 +96,684 +52%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$49.4M 280,272 -189,376 -40%
Bank of America
34
Bank of America
North Carolina
$49.2M 279,176 -15,799 -5%
Charles Schwab
35
Charles Schwab
California
$48.8M 276,844 +13,100 +5%
Morgan Stanley
36
Morgan Stanley
New York
$44.8M 254,201 -40,715 -14%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$43.3M 245,610 +1,002 +0.4%
IGM
38
Incline Global Management
New York
$43.2M 245,127 +94,904 +63%
PFM
39
Premier Fund Managers
United Kingdom
$37.2M 212,300 -3,330 -2%
Goldman Sachs
40
Goldman Sachs
New York
$36.1M 204,786 -85,457 -29%
WJWM
41
Williams Jones Wealth Management
New York
$35M 198,900 -20,830 -9%
Wells Fargo
42
Wells Fargo
California
$32.1M 181,999 -205,014 -53%
William Blair & Company
43
William Blair & Company
Illinois
$29.6M 168,165 -44,656 -21%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$27.5M 156,381 +142 +0.1%
Principal Financial Group
45
Principal Financial Group
Iowa
$27.4M 155,602 -862 -0.6%
PPA
46
Parametric Portfolio Associates
Washington
$24.2M 137,364 +4,695 +4%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$23.5M 133,396 -2,680 -2%
RMDI
48
R.M. Davis Inc
Maine
$23.2M 131,868 -2,821 -2%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$22.6M 128,366 +1,258 +1%
Comerica Bank
50
Comerica Bank
Texas
$22.3M 123,008 +58,805 +92%
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