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WEX
WEX

Overview Fund Activity

341 hedge funds and large institutions have $6.16B invested in WEX in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 45 closing their positions.

Holders
341
Holders Change
+11
Holders Change %
+3.33%
% of All Funds
5.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
60
Increased
115
Reduced
110
Closed
45
Calls
$9.62M
Puts
$21.1M
Net Calls
-$11.5M
Net Calls Change
+$25.7M

Top Buyers

1
HVCM
1
HG Vora Capital Management
New York
$70.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$553M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
IC
4
Impactive Capital
New York
$154M
5
PCM
5
PAR Capital Management
Massachusetts
$239M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$332M
2
WA
2
Wasatch Advisors
Utah
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$178M
4
AIM
4
Artemis Investment Management
United Kingdom
$24.6M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$551K
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$51M 362,933 +81,053 +29%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$48.4M 344,661 +2,894 +0.8%
LWCFA
28
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.1M 335,313 -86,457 -20%
BAMCO Inc
29
BAMCO Inc
New York
$45.6M 325,000 -4,284 -1%
Charles Schwab
30
Charles Schwab
California
$41M 291,871 +15,027 +5%
Jennison Associates
31
Jennison Associates
New York
$40.1M 285,585 +1,402 +0.5%
Bank of America
32
Bank of America
North Carolina
$39.5M 281,500 +2,324 +0.8%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$38.6M 274,865 +29,255 +12%
PFM
34
Premier Fund Managers
United Kingdom
$32.6M 230,000 +17,700 +8%
DZ Bank
35
DZ Bank
Germany
$30.6M 216,560 -238,046 -52%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$29.2M 207,790 +51,409 +33%
Morgan Stanley
37
Morgan Stanley
New York
$27.9M 198,547 -55,654 -22%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$27.6M 196,823 +63,427 +48%
WJWM
39
Williams Jones Wealth Management
New York
$26.2M 186,414 -12,486 -6%
Citadel Advisors
40
Citadel Advisors
Florida
$25.6M 182,122 +179,563 +7,017%
AIM
41
Artemis Investment Management
United Kingdom
$24.6M 175,491 -679,808 -79%
Principal Financial Group
42
Principal Financial Group
Iowa
$21.6M 153,532 -2,070 -1%
William Blair & Company
43
William Blair & Company
Illinois
$21.4M 152,331 -15,834 -9%
Marshall Wace
44
Marshall Wace
United Kingdom
$21.3M 151,991 +151,991 New
PPA
45
Parametric Portfolio Associates
Washington
$21.2M 150,986 +13,622 +10%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$19.9M 141,957 +128,357 +944%
NSCM
47
New South Capital Management
Tennessee
$18.3M 130,685 +130,685 New
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$18M 128,001 +3,393 +3%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$17.3M 123,296 +8,631 +8%
Wells Fargo
50
Wells Fargo
California
$16.2M 115,648 -66,351 -36%
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