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WEX
WEX

Overview Fund Activity

351 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 133 reducing their positions, and 48 closing their positions.

Holders
351
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.07%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
133
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$969M
2
Millennium Management
2
Millennium Management
New York
$93M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$28.3M
4
RRAM
4
River Road Asset Management
Kentucky
$25.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$31.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$421M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$49.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$55.2M
4
HRCM
4
Hood River Capital Management
Florida
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$53.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$49.6M 378,143 -14,097 -4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$49.5M 389,676 -323,118 -45%
SIMG
28
Stephens Investment Management Group
Texas
$45.6M 359,222 -40,054 -10%
Northern Trust
29
Northern Trust
Illinois
$44.2M 348,124 -7,224 -2%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$43.3M 340,739 +1,427 +0.4%
Charles Schwab
31
Charles Schwab
California
$40.4M 318,427 +610 +0.2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$37.6M 296,079 +21,278 +8%
BAMCO Inc
33
BAMCO Inc
New York
$34.9M 275,300 – –
PFM
34
Premier Fund Managers
United Kingdom
$33.2M 254,000 +24,000 +10%
Loomis, Sayles & Company
35
Loomis, Sayles & Company
Massachusetts
$32.2M 253,795 +96,244 +61%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$31.9M 251,376 -2,739 -1%
Citadel Advisors
37
Citadel Advisors
Florida
$31.8M 250,569 +138,399 +123%
Goldman Sachs
38
Goldman Sachs
New York
$31.2M 245,806 -34,566 -12%
Holocene Advisors
39
Holocene Advisors
New York
$28.9M 227,423 -3,939 -2%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$28.3M 222,832 +210,828 +1,756%
RRAM
41
River Road Asset Management
Kentucky
$25.3M 198,910 +198,910 New
MRCP
42
Maple Rock Capital Partners
Ontario, Canada
$24M 188,800 -14,400 -7%
Principal Financial Group
43
Principal Financial Group
Iowa
$21.9M 172,446 -5,762 -3%
IGM
44
Incline Global Management
New York
$20.3M 160,281 +11,102 +7%
William Blair & Company
45
William Blair & Company
Illinois
$20M 157,889 -10,509 -6%
DZ Bank
46
DZ Bank
Germany
$18.8M 148,362 -56,719 -28%
WJWM
47
Williams Jones Wealth Management
New York
$17.7M 139,108 -2,350 -2%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$17.6M 138,728 +485 +0.4%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$17.5M 137,664 -12,052 -8%
NSCM
50
New South Capital Management
Tennessee
$16.5M 130,090 +5,735 +5%
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