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WEX
WEX

Overview Fund Activity

409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$140M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$22.1M
3
HPC
3
HM Payson & Co
Maine
$24.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$777M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$553M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$10.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
51
Hotchkis & Wiley Capital Management
California
$18.7M 99,630 – –
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$17.9M 95,173 -6,025 -6%
IGM
53
Incline Global Management
New York
$17.8M 94,861 -23,835 -20%
Swiss National Bank
54
Swiss National Bank
Switzerland
$17.7M 94,126 +200 +0.2%
Invesco
55
Invesco
Georgia
$17M 90,573 +13,945 +18%
FCM
56
Freshford Capital Management
New York
$17M 90,540 -7,510 -8%
NSCM
57
New South Capital Management
Tennessee
$16.8M 89,523 -1,065 -1%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$16.4M 87,400 -16,434 -16%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$16M 85,155 +872 +1%
HCC
60
Hill City Capital
Massachusetts
$16M 85,000 – –
YCM
61
Yaupon Capital Management
New York
$15.5M 82,633 +82,633 New
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$15.1M 80,532 -1,577 -2%
RJA
63
Raymond James & Associates
Florida
$14.9M 79,443 -3,203 -4%
UBS AM
64
UBS AM
Illinois
$14.7M 77,957 +935 +1%
CS
65
Credit Suisse
Switzerland
$14.6M 77,568 -1,370 -2%
Arrowstreet Capital
66
Arrowstreet Capital
Massachusetts
$14.1M 74,892 -63,266 -46%
Legal & General Group
67
Legal & General Group
United Kingdom
$13.1M 69,829 -3,221 -4%
JAM
68
Jupiter Asset Management
United Kingdom
$13M 69,121 +30,962 +81%
First Trust Advisors
69
First Trust Advisors
Illinois
$12.7M 67,713 -74,037 -52%
TSW
70
Thompson Siegel & Walmsley
Virginia
$12.7M 67,591 -479 -0.7%
Wells Fargo
71
Wells Fargo
California
$12.3M 65,650 -43,360 -40%
AQR Capital Management
72
AQR Capital Management
Connecticut
$12.2M 64,807 -376 -0.6%
AllianceBernstein
73
AllianceBernstein
Tennessee
$11.9M 63,116 -1,559 -2%
AIG
74
American International Group
New York
$11.4M 60,690 -4,116 -6%
PCM
75
Portolan Capital Management
Massachusetts
$11.1M 59,158 +59,158 New
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