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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
51
Principal Financial Group
Iowa
$20M 95,210 -44,366 -32%
Millennium Management
52
Millennium Management
New York
$19.7M 93,937 +40,772 +77%
GAM
53
Gotham Asset Management
New York
$18.9M 89,945 +50,569 +128%
HCC
54
Hill City Capital
Massachusetts
$17.8M 85,000 – –
Swiss National Bank
55
Swiss National Bank
Switzerland
$17.2M 81,826 -200 -0.2%
DCP
56
Distillate Capital Partners
Illinois
$17.1M 81,541 +2,791 +4%
Creative Planning
57
Creative Planning
Kansas
$16.5M 78,721 +1,398 +2%
Marshall Wace
58
Marshall Wace
United Kingdom
$16.3M 77,512 -77,807 -50%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$16.2M 77,105 +118 +0.2%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$16.1M 76,807 -1,809 -2%
RJA
61
Raymond James & Associates
Florida
$15.6M 74,442 -1,913 -3%
Wells Fargo
62
Wells Fargo
California
$15.4M 73,634 +17,713 +32%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$15.2M 72,262 +21,892 +43%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$14.9M 70,987 -1,251 -2%
Natixis Advisors
65
Natixis Advisors
Massachusetts
$14.4M 68,539 +51,423 +300%
Invesco
66
Invesco
Georgia
$14.2M 67,605 -84,712 -56%
Legal & General Group
67
Legal & General Group
United Kingdom
$14.1M 67,225 +3,640 +6%
ST
68
Spinnaker Trust
Maine
$13.8M 65,633 – –
CI
69
Cambiar Investors
Colorado
$13.6M 65,029 +134 +0.2%
AllianceBernstein
70
AllianceBernstein
Tennessee
$12M 57,263 -1,788 -3%
PCM
71
Penserra Capital Management
California
$11.9M 56,926 -2,608 -4%
TSW
72
Thompson Siegel & Walmsley
Virginia
$11.6M 55,503 -11,433 -17%
NSCM
73
New South Capital Management
Tennessee
$11.6M 55,459 -1,605 -3%
IGM
74
Incline Global Management
New York
$10.6M 50,626 -13,116 -21%
New York State Teachers Retirement System (NYSTRS)
75
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M 50,337 -2,200 -4%
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3
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