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WEX
WEX

Overview Fund Activity

236 hedge funds and large institutions have $3.92B invested in WEX in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 20 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
40
Increased
75
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$135M
2
GAM
2
Gotham Asset Management
New York
$29.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$123M
4
SIMG
4
Stephens Investment Management Group
Texas
$18.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$18M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$92.3M
2
CCI
2
Columbus Circle Investors
$0
3
ORI
3
Oak Ridge Investments
Illinois
$72.9M
4
KAM
4
Keeley Asset Management
Illinois
$23.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$79.9M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
51
UBS AM
Illinois
$18M 181,505 -6,294 -3%
Ameriprise
52
Ameriprise
Minnesota
$15.7M 158,223 -4,194 -3%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$15.4M 155,302 +14,144 +10%
Massachusetts Financial Services
54
Massachusetts Financial Services
Massachusetts
$15.2M 153,591 +10,167 +7%
Charles Schwab
55
Charles Schwab
California
$14.4M 145,869 +1,631 +1%
TCIM
56
TIAA CREF Investment Management
New York
$13.9M 140,397 -7,753 -5%
Morgan Stanley
57
Morgan Stanley
New York
$13.5M 136,610 +111,996 +455%
MAA
58
Managed Account Advisors
New Jersey
$13.4M 135,331 +393 +0.3%
Brown Advisory
59
Brown Advisory
Maryland
$12.8M 129,553 +129,553 New
EAM
60
EULAV Asset Management
Florida
$11.8M 119,500 +12,100 +11%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$11.8M 119,043 +10,943 +10%
Principal Financial Group
62
Principal Financial Group
Iowa
$10.5M 106,602 +1,242 +1%
NFA
63
Nationwide Fund Advisors
Ohio
$10.4M 105,544 -404 -0.4%
Point72 Asset Management
64
Point72 Asset Management
Connecticut
$10.4M 104,900 -2,800 -3%
Invesco
65
Invesco
Georgia
$9.8M 99,104 -86,245 -47%
AIG
66
American International Group
New York
$9.79M 99,000 -2,884 -3%
RIM
67
Rainier Investment Management
Washington
$9.68M 97,840 -11,070 -10%
WCA
68
Waratah Capital Advisors
Ontario, Canada
$8.86M 89,600 +69,702 +350%
NIP
69
Nicholas Investment Partners
California
$8.44M 85,279 +16,603 +24%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$8.29M 87,812 +2,864 +3%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$8.03M 81,168 -100 -0.1%
TAM
72
THB Asset Management
Connecticut
$7.82M 79,103 -11,842 -13%
AllianceBernstein
73
AllianceBernstein
Tennessee
$7.64M 77,196 -1,100 -1%
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$7.43M 75,159 -283 -0.4%
KC
75
Kidron Capital
Minnesota
$7.42M 75,000 +75,000 New
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