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WEX
WEX

Overview Fund Activity

439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
Morgan Stanley
2
Morgan Stanley
New York
$390M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$186M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.8M
5
DCP
5
Distillate Capital Partners
Illinois
$13.9M

Top Sellers

1
SIMG
1
Stephens Investment Management Group
Texas
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$4.17M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.16M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$56M 315,926 +15,309 +5%
Jennison Associates
27
Jennison Associates
New York
$55.8M 315,173 -65,700 -17%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$51.6M 291,326 -21,255 -7%
TCM
29
TimesSquare Capital Management
New York
$50.9M 287,420 +24,968 +10%
BAMCO Inc
30
BAMCO Inc
New York
$44.9M 253,576 – –
PFM
31
Premier Fund Managers
United Kingdom
$44.3M 254,000 – –
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$42M 237,309 -21,075 -8%
FCM
33
Freshford Capital Management
New York
$29.7M 167,450 +44,323 +36%
Handelsbanken Fonder
34
Handelsbanken Fonder
Sweden
$28.1M 158,844 -40,000 -20%
Marshall Wace
35
Marshall Wace
United Kingdom
$27.5M 155,319 +28,739 +23%
Goldman Sachs
36
Goldman Sachs
New York
$27.4M 154,958 -43,894 -22%
Invesco
37
Invesco
Georgia
$27M 152,317 +36,284 +31%
UBS AM
38
UBS AM
Illinois
$26.2M 148,042 +61,724 +72%
Principal Financial Group
39
Principal Financial Group
Iowa
$24.7M 139,576 -21,690 -13%
RG
40
Renaissance Group
Kentucky
$24.6M 138,757 -18,795 -12%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$22.7M 127,991 -95,477 -43%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$22.2M 125,573 -5,622 -4%
WJWM
43
Williams Jones Wealth Management
New York
$21.2M 119,723 -8,705 -7%
William Blair & Company
44
William Blair & Company
Illinois
$20M 112,877 -3,275 -3%
WCM Investment Management
45
WCM Investment Management
California
$20M 114,398 +5,829 +5%
Hotchkis & Wiley Capital Management
46
Hotchkis & Wiley Capital Management
California
$17.1M 96,438 +21,315 +28%
HPC
47
HM Payson & Co
Maine
$16.4M 92,566 -76,664 -45%
First Trust Advisors
48
First Trust Advisors
Illinois
$15.7M 88,556 +54,544 +160%
BA
49
Bridgewater Associates
Connecticut
$15.3M 86,378 +46,243 +115%
HCC
50
Hill City Capital
Massachusetts
$15.1M 85,000 – –
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