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WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$59.2M 322,127 +63,327 +24%
Ameriprise
27
Ameriprise
Minnesota
$57.2M 310,792 -64,566 -17%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$55.5M 302,023 -25,277 -8%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$54.9M 298,727 +4,824 +2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$53.7M 291,953 -10,122 -3%
Goldman Sachs
31
Goldman Sachs
New York
$52.4M 284,962 +53,964 +23%
BAMCO Inc
32
BAMCO Inc
New York
$51.2M 278,300 +3,000 +1%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$51.1M 277,799 -11,466 -4%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$50.9M 276,579 -7,978 -3%
TCM
35
TimesSquare Capital Management
New York
$48.7M 264,925 -23,785 -8%
PFM
36
Premier Fund Managers
United Kingdom
$45.4M 254,000 – –
ICM
37
Invenomic Capital Management
Massachusetts
$36.9M 200,747 +97,838 +95%
Principal Financial Group
38
Principal Financial Group
Iowa
$36.2M 197,058 +25,004 +15%
Pacer Advisors
39
Pacer Advisors
Pennsylvania
$31.3M 170,269 +17,053 +11%
MRCP
40
Maple Rock Capital Partners
Ontario, Canada
$29M 157,800 -31,000 -16%
Millennium Management
41
Millennium Management
New York
$28.8M 156,682 -204,714 -57%
William Blair & Company
42
William Blair & Company
Illinois
$26.6M 144,595 -9,211 -6%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$25.9M 140,659 +1,877 +1%
WJWM
44
Williams Jones Wealth Management
New York
$24.4M 132,552 -2,563 -2%
RG
45
Renaissance Group
Kentucky
$23.4M 127,011 +127,011 New
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$23.2M 125,961 -17,613 -12%
Wells Fargo
47
Wells Fargo
California
$22.9M 124,434 +5,712 +5%
First Trust Advisors
48
First Trust Advisors
Illinois
$22.6M 123,117 +119,836 +3,652%
RJA
49
Raymond James & Associates
Florida
$21.8M 118,547 +5,140 +5%
Westfield Capital Management
50
Westfield Capital Management
Massachusetts
$20.3M 110,541 +54,480 +97%
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