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WEX
332 hedge funds and large institutions have $7.93B invested in WEX in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 106 increasing their positions, 136 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.71% less ownership
Funds ownership: 101.22% → 100.51% (-0.71%)
5% less funds holding
Funds holding: 350 → 332 (-18)
9% less capital invested
Capital invested by funds: $8.76B → $7.93B (-$830M)
22% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 136
33% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 42
77% less call options, than puts
Call options by funds: $11.2M | Put options by funds: $48.4M
Holders
332
Holders Change
-18
Holders Change %
-5.14%
% of All Funds
5.81%
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
106
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
New York
|
+$78.4M |
| 2 |
Primecap Management
Pasadena,
California
|
+$58.3M |
| 3 |
PCM
PAR Capital Management
Boston,
Massachusetts
|
+$45.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.7M |
| 5 |
IC
Impactive Capital
New York City,
New York
|
+$29.8M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$81.5M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$77.1M |
| 3 |
Neuberger Berman Group
New York
|
-$39.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$37.4M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$34.5M |
