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WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$63.8M 328,083 +6,506 +2%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$61.1M 314,290 +53,384 +20%
Ameriprise
28
Ameriprise
Minnesota
$57.4M 295,196 +13,869 +5%
TCM
29
TimesSquare Capital Management
New York
$56.1M 288,527 +42,700 +17%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$54.3M 278,893 -7,731 -3%
PFM
31
Premier Fund Managers
United Kingdom
$49.9M 254,000 – –
Millennium Management
32
Millennium Management
New York
$49.9M 256,662 +90,926 +55%
KCM
33
Kodai Capital Management
Illinois
$49.7M 255,718 +255,718 New
BAMCO Inc
34
BAMCO Inc
New York
$49.3M 253,300 +100 +0%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$44.4M 228,078 +36,906 +19%
Goldman Sachs
36
Goldman Sachs
New York
$43.3M 222,338 -35,590 -14%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$40.8M 209,499 -13,760 -6%
ICM
38
Invenomic Capital Management
Massachusetts
$38.5M 197,851 -87,672 -31%
Marshall Wace
39
Marshall Wace
United Kingdom
$33.4M 171,856 +72,023 +72%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$33M 169,745 +13,459 +9%
Handelsbanken Fonder
41
Handelsbanken Fonder
Sweden
$31.9M 163,844 +157,600 +2,524%
HPC
42
HM Payson & Co
Maine
$31.4M 161,497 +29,417 +22%
Principal Financial Group
43
Principal Financial Group
Iowa
$30.7M 157,734 -23,852 -13%
RG
44
Renaissance Group
Kentucky
$28.6M 147,023 -14,871 -9%
JAM
45
Jupiter Asset Management
United Kingdom
$27.3M 140,279 +71,158 +103%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$26.6M 136,647 -4,702 -3%
William Blair & Company
47
William Blair & Company
Illinois
$26.2M 134,450 -507 -0.4%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$25.7M 131,877 +44,477 +51%
WJWM
49
Williams Jones Wealth Management
New York
$25.2M 129,398 -601 -0.5%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
$23.3M 119,787 +44,895 +60%
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