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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 %
DCP
51
Distillate Capital Partners
Illinois
$15.7M 89,823 +8,282 +10%
HCC
52
Hill City Capital
Massachusetts
$14.9M 85,000 – –
Creative Planning
53
Creative Planning
Kansas
$14.9M 84,826 +6,105 +8%
Fisher Asset Management
54
Fisher Asset Management
Washington
$14.5M 82,896 +52,056 +169%
Swiss National Bank
55
Swiss National Bank
Switzerland
$14.2M 80,726 -1,100 -1%
Handelsbanken Fonder
56
Handelsbanken Fonder
Sweden
$14.1M 80,344 -68,500 -46%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$13.2M 75,273 -1,534 -2%
CP
58
CenterBook Partners
Connecticut
$12.8M 72,815 +57,639 +380%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$12.7M 72,721 -4,384 -6%
FCM
60
Freshford Capital Management
New York
$12.5M 71,499 -120,280 -63%
Raymond James Financial
61
Raymond James Financial
Florida
$12.4M 70,978 +70,978 New
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$11.8M 67,231 -3,756 -5%
ST
63
Spinnaker Trust
Maine
$11.5M 65,633 – –
Legal & General Group
64
Legal & General Group
United Kingdom
$11.5M 65,420 -1,805 -3%
Invesco
65
Invesco
Georgia
$10.9M 62,240 -5,365 -8%
HPC
66
HM Payson & Co
Maine
$10.8M 61,829 -87,512 -59%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$10.7M 60,921 -7,618 -11%
PCM
68
Penserra Capital Management
California
$10.6M 60,215 +3,289 +6%
TSW
69
Thompson Siegel & Walmsley
Virginia
$10.5M 59,697 +4,194 +8%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$10.3M 58,475 -13,787 -19%
CI
71
Cambiar Investors
Colorado
$10M 57,206 -7,823 -12%
Marshall Wace
72
Marshall Wace
United Kingdom
$9.95M 56,756 -20,756 -27%
State of Wisconsin Investment Board
73
State of Wisconsin Investment Board
Wisconsin
$9.66M 55,090 +7,541 +16%
Millennium Management
74
Millennium Management
New York
$9.61M 54,823 -39,114 -42%
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$9.5M 54,185 +14,453 +36%
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