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WEX
WEX

Overview Fund Activity

405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$740M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.5M
4
RRAM
4
River Road Asset Management
Kentucky
$138M
5
PAM
5
Panagora Asset Management
Massachusetts
$24.3M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$91M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M
3
Morgan Stanley
3
Morgan Stanley
New York
$346M
4
BlackRock
4
BlackRock
New York
$699M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$57.8M 317,292 -5,580 -2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$57.6M 316,508 +24,555 +8%
Ameriprise
28
Ameriprise
Minnesota
$55.5M 304,866 -5,926 -2%
ICM
29
Invenomic Capital Management
Massachusetts
$53.4M 293,321 +92,574 +46%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$52.4M 287,570 -14,453 -5%
BAMCO Inc
31
BAMCO Inc
New York
$50.7M 278,300 – –
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$48.4M 265,900 -10,679 -4%
TCM
33
TimesSquare Capital Management
New York
$47.3M 259,905 -5,020 -2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$47M 258,042 -64,085 -20%
PFM
35
Premier Fund Managers
United Kingdom
$45.8M 254,000 – –
Principal Financial Group
36
Principal Financial Group
Iowa
$32.1M 176,092 -20,966 -11%
RG
37
Renaissance Group
Kentucky
$28.4M 155,844 +28,833 +23%
Westfield Capital Management
38
Westfield Capital Management
Massachusetts
$27.3M 150,147 +39,606 +36%
Millennium Management
39
Millennium Management
New York
$26M 142,553 -14,129 -9%
William Blair & Company
40
William Blair & Company
Illinois
$25.8M 141,792 -2,803 -2%
First Trust Advisors
41
First Trust Advisors
Illinois
$25.8M 141,750 +18,633 +15%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$25.8M 141,604 +945 +0.7%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$25.2M 138,158 -160,569 -54%
PAM
44
Panagora Asset Management
Massachusetts
$24.3M 133,725 +112,700 +536%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$24M 131,616 +5,655 +4%
WJWM
46
Williams Jones Wealth Management
New York
$23.7M 130,115 -2,437 -2%
Massachusetts Financial Services
47
Massachusetts Financial Services
Massachusetts
$22.8M 124,954 -152,845 -55%
IGM
48
Incline Global Management
New York
$21.6M 118,696 +35,511 +43%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$20M 110,033 +16,233 +17%
Wells Fargo
50
Wells Fargo
California
$19.8M 109,010 -15,424 -12%
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