WEX icon

WEX
WEX

Overview Fund Activity

409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$140M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$22.1M
3
HPC
3
HM Payson & Co
Maine
$24.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$777M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$553M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$10.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$60.5M 321,577 +4,285 +1%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$53.9M 286,624 -946 -0.3%
ICM
28
Invenomic Capital Management
Massachusetts
$53.7M 285,523 -7,798 -3%
Ameriprise
29
Ameriprise
Minnesota
$52.9M 281,327 -23,539 -8%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$49.1M 260,906 -4,994 -2%
PFM
31
Premier Fund Managers
United Kingdom
$48.8M 254,000 – –
Goldman Sachs
32
Goldman Sachs
New York
$48.5M 257,928 -167,904 -39%
BAMCO Inc
33
BAMCO Inc
New York
$47.6M 253,200 -25,100 -9%
TCM
34
TimesSquare Capital Management
New York
$46.2M 245,827 -14,078 -5%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$42M 223,259 -34,783 -13%
PAM
36
Panagora Asset Management
Massachusetts
$36M 191,591 +57,866 +43%
Westfield Capital Management
37
Westfield Capital Management
Massachusetts
$36M 191,172 +41,025 +27%
Principal Financial Group
38
Principal Financial Group
Iowa
$34.2M 181,586 +5,494 +3%
Millennium Management
39
Millennium Management
New York
$31.2M 165,736 +23,183 +16%
RG
40
Renaissance Group
Kentucky
$30.5M 161,894 +6,050 +4%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$29.4M 156,286 +31,332 +25%
Creative Planning
42
Creative Planning
Kansas
$27M 143,702 +75,476 +111%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$26.6M 141,349 -255 -0.2%
SSA
44
Schonfeld Strategic Advisors
New York
$26.6M 141,287 +50,771 +56%
William Blair & Company
45
William Blair & Company
Illinois
$25.4M 134,957 -6,835 -5%
HPC
46
HM Payson & Co
Maine
$24.8M 132,080 +100,120 +313%
WJWM
47
Williams Jones Wealth Management
New York
$24.5M 129,999 -116 -0.1%
Assenagon Asset Management
48
Assenagon Asset Management
Luxembourg
$22.1M 117,576 +117,576 New
WCM Investment Management
49
WCM Investment Management
California
$18.9M 101,131 +1,513 +2%
Marshall Wace
50
Marshall Wace
United Kingdom
$18.8M 99,833 +99,833 New
1
2
3 4 5