WEX icon

WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
AQR Capital Management
51
AQR Capital Management
Connecticut
$19.9M 109,450 -20,317 -16%
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$19.6M 106,830 – –
NSCM
53
New South Capital Management
Tennessee
$17.7M 96,398 -33,525 -26%
WCM Investment Management
54
WCM Investment Management
California
$17.7M 96,184 +377 +0.4%
Swiss National Bank
55
Swiss National Bank
Switzerland
$17.3M 94,026 -12,700 -12%
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$17.2M 93,800 +76,671 +448%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$16.8M 91,393 -11,261 -11%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$16.7M 90,649 -3,358 -4%
FCM
59
Freshford Capital Management
New York
$16.6M 90,013 +90,013 New
HCC
60
Hill City Capital
Massachusetts
$15.6M 85,000 – –
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$15.4M 83,859 +18,402 +28%
IGM
62
Incline Global Management
New York
$15.3M 83,185 -33,111 -28%
Invesco
63
Invesco
Georgia
$14.3M 77,831 -3,669 -5%
UBS AM
64
UBS AM
Illinois
$14.2M 77,022 +3,742 +5%
Legal & General Group
65
Legal & General Group
United Kingdom
$13.3M 72,095 +2,837 +4%
CSS
66
Cubist Systematic Strategies
Connecticut
$13.1M 71,353 +64,456 +935%
CS
67
Credit Suisse
Switzerland
$12.7M 69,134 +2,019 +3%
AIG
68
American International Group
New York
$12.4M 67,414 -637 -0.9%
Creative Planning
69
Creative Planning
Kansas
$12.4M 67,264 +49,653 +282%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$12.1M 65,933 -472 -0.7%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$12M 64,999 +3,773 +6%
CAM
72
ClariVest Asset Management
California
$11.8M 63,970 -1,615 -2%
AllianceBernstein
73
AllianceBernstein
Tennessee
$11.6M 63,207 -4,361 -6%
TSW
74
Thompson Siegel & Walmsley
Virginia
$11.3M 61,586 -14,766 -19%
PCM
75
Peregrine Capital Management
Minnesota
$10.7M 58,229 +1,717 +3%
1 2
3
4 5