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WEX
WEX

Overview Fund Activity

426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$359M
2
Norges Bank
2
Norges Bank
Norway
$80.5M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$35.4M
4
UBS Group
4
UBS Group
Switzerland
$36.3M
5
AI
5
Ariel Investments
Illinois
$55.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$145M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M
3
TCM
3
TimesSquare Capital Management
New York
$0
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$849K
5
Brown Advisory
5
Brown Advisory
Maryland
$48.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$55.5M 316,682 +2,244 +0.7%
Primecap Management
27
Primecap Management
California
$55.3M 315,280 +23,690 +8%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$53.8M 306,911 -1,154 -0.4%
PFM
29
Premier Fund Managers
United Kingdom
$51.2M 300,000 – –
Brown Advisory
30
Brown Advisory
Maryland
$48.5M 276,639 -235,991 -46%
Ameriprise
31
Ameriprise
Minnesota
$46.7M 266,344 -67,951 -20%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$37.3M 212,630 +36,940 +21%
UBS Group
33
UBS Group
Switzerland
$36.3M 206,820 +173,816 +527%
BAMCO Inc
34
BAMCO Inc
New York
$35.6M 203,300 -40,200 -17%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$35.4M 201,922 +190,605 +1,684%
UBS AM
36
UBS AM
Illinois
$34M 193,971 +19,534 +11%
SM
37
Sunriver Management
Connecticut
$31.3M 178,579 -85,954 -32%
SCM
38
Snyder Capital Management
California
$26.6M 151,625 +49,484 +48%
AQR Capital Management
39
AQR Capital Management
Connecticut
$26.1M 151,125 +148,456 +5,562%
RHJA
40
Rice Hall James & Associates
California
$25.3M 144,030 -10,003 -6%
Goldman Sachs
41
Goldman Sachs
New York
$23.8M 135,856 -2,930 -2%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$22M 125,599 -1,971 -2%
William Blair & Company
43
William Blair & Company
Illinois
$21.8M 124,141 -4,999 -4%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$21.6M 122,977 -3,167 -3%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$21.1M 120,502 -1,905 -2%
WCM Investment Management
46
WCM Investment Management
California
$19M 111,128 -2,095 -2%
GAM
47
Gotham Asset Management
New York
$18.4M 104,898 +14,953 +17%
WJWM
48
Williams Jones Wealth Management
New York
$18.1M 103,238 -5,141 -5%
ICM
49
Invenomic Capital Management
Massachusetts
$16.7M 95,123 +95,123 New
Principal Financial Group
50
Principal Financial Group
Iowa
$16M 91,332 -3,878 -4%
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