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WEX
WEX

Overview Fund Activity

352 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 120 reducing their positions, and 45 closing their positions.

Holders
352
Holders Change
-12
Holders Change %
-3.3%
% of All Funds
5.95%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
41
Increased
115
Reduced
120
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$568M
2
Morgan Stanley
2
Morgan Stanley
New York
$78M
3
ACM
3
Anomaly Capital Management
New York
$89M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$31.4M
5
IC
5
Impactive Capital
New York
$331M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$573M
2
Bessemer Group
2
Bessemer Group
New Jersey
$110M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$211M
5
AIM
5
Artemis Investment Management
United Kingdom
$5.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$61.3M 394,246 -63,375 -14%
LWCFA
27
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.3M 387,397 +25,954 +7%
Ameriprise
28
Ameriprise
Minnesota
$58.9M 392,240 -32,458 -8%
Northern Trust
29
Northern Trust
Illinois
$55.3M 355,348 -12,002 -3%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$52.8M 339,312 -15,282 -4%
Charles Schwab
31
Charles Schwab
California
$49.4M 317,817 +12,880 +4%
Goldman Sachs
32
Goldman Sachs
New York
$43.6M 280,372 -18,805 -6%
BAMCO Inc
33
BAMCO Inc
New York
$42.8M 275,300 +25,300 +10%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$42.7M 274,801 +2,206 +0.8%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$39.5M 254,115 +18,249 +8%
PFM
36
Premier Fund Managers
United Kingdom
$36.3M 230,000 – –
Holocene Advisors
37
Holocene Advisors
New York
$36M 231,362 +41,556 +22%
DZ Bank
38
DZ Bank
Germany
$31.9M 205,081 +32,100 +19%
MRCP
39
Maple Rock Capital Partners
Ontario, Canada
$31.6M 203,200 +33,000 +19%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$31.4M 201,563 +201,563 New
Principal Financial Group
41
Principal Financial Group
Iowa
$27.7M 178,208 +25,768 +17%
William Blair & Company
42
William Blair & Company
Illinois
$26.2M 168,398 -9,872 -6%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$24.5M 157,551 -7,954 -5%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$23.3M 149,716 +668 +0.4%
IGM
45
Incline Global Management
New York
$23.2M 149,179 -31,475 -17%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$22.1M 141,798 +15,183 +12%
WJWM
47
Williams Jones Wealth Management
New York
$22M 141,458 -3,577 -2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$21.5M 138,243 +5,521 +4%
Marshall Wace
49
Marshall Wace
United Kingdom
$21.2M 136,576 +25,352 +23%
Wells Fargo
50
Wells Fargo
California
$20.1M 129,145 -9,944 -7%
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