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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$74.2M 312,581 -1,709 -0.5%
SIMG
27
Stephens Investment Management Group
Texas
$72.6M 305,523 -58,648 -16%
Ameriprise
28
Ameriprise
Minnesota
$71.4M 300,617 +5,421 +2%
Northern Trust
29
Northern Trust
Illinois
$68.6M 288,817 -42,909 -13%
TCM
30
TimesSquare Capital Management
New York
$62.3M 262,452 -26,075 -9%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$61.4M 258,384 +30,306 +13%
BAMCO Inc
32
BAMCO Inc
New York
$60.2M 253,576 +276 +0.1%
PFM
33
Premier Fund Managers
United Kingdom
$59.5M 254,000 – –
Deutsche Bank
34
Deutsche Bank
Germany
$53.2M 224,049 +182,311 +437%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$53.1M 223,468 -55,425 -20%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$49.5M 208,205 -1,294 -0.6%
Goldman Sachs
37
Goldman Sachs
New York
$47.2M 198,852 -23,486 -11%
Handelsbanken Fonder
38
Handelsbanken Fonder
Sweden
$47.2M 198,844 +35,000 +21%
HPC
39
HM Payson & Co
Maine
$40.2M 169,230 +7,733 +5%
Principal Financial Group
40
Principal Financial Group
Iowa
$38.3M 161,266 +3,532 +2%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$38.1M 160,328 +40,541 +34%
RG
42
Renaissance Group
Kentucky
$37.4M 157,552 +10,529 +7%
Millennium Management
43
Millennium Management
New York
$35M 147,313 -109,349 -43%
KCM
44
Kodai Capital Management
Illinois
$34.8M 146,391 -109,327 -43%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$31.2M 131,195 -5,452 -4%
WJWM
46
Williams Jones Wealth Management
New York
$30.5M 128,428 -970 -0.7%
Marshall Wace
47
Marshall Wace
United Kingdom
$30.1M 126,580 -45,276 -26%
FCM
48
Freshford Capital Management
New York
$29.2M 123,127 +32,587 +36%
William Blair & Company
49
William Blair & Company
Illinois
$27.6M 116,152 -18,298 -14%
Invesco
50
Invesco
Georgia
$27.6M 116,033 +24,326 +27%
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