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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 %
WCM
101
Wisconsin Capital Management
Wisconsin
$5.68M 30,863 -3,122 -9%
Macquarie Group
102
Macquarie Group
Australia
$5.67M 30,851 +18,980 +160%
Axa
103
Axa
France
$5.51M 29,989 -27,587 -48%
UBS Group
104
UBS Group
Switzerland
$5.46M 29,679 -25,213 -46%
LOAME
105
Lombard Odier Asset Management (Europe)
United Kingdom
$5.33M 29,000 -3,500 -11%
ACM
106
AREX Capital Management
New York
$5.33M 29,000 +500 +2%
Squarepoint
107
Squarepoint
New York
$5.25M 28,562 +7,204 +34%
MIM
108
MetLife Investment Management
New Jersey
$5.15M 27,988 -711 -2%
OCBCO
109
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.09M 27,698 +706 +3%
BST
110
Bath Savings Trust
Maine
$5M 27,189 +450 +2%
LRIC
111
Long Road Investment Counsel
Michigan
$4.99M 27,109 -105 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
112
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.81M 26,178 -3,822 -13%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$4.61M 25,084 – –
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$4.26M 23,163 – –
LPL Financial
115
LPL Financial
California
$4.15M 22,544 +7,343 +48%
YCM
116
Yousif Capital Management
Michigan
$4.12M 22,382 -175 -0.8%
FCM
117
Frontier Capital Management
Massachusetts
$4.1M 22,301 -18,228 -45%
Deutsche Bank
118
Deutsche Bank
Germany
$4.09M 22,236 -2,774 -11%
Russell Investments Group
119
Russell Investments Group
United Kingdom
$4.08M 22,201 -6,766 -23%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.03M 21,920 -1,959 -8%
ORI
121
Oak Ridge Investments
Illinois
$4M 21,750 -1,145 -5%
PAM
122
Panagora Asset Management
Massachusetts
$3.87M 21,025 +19,505 +1,283%
SPPAM
123
Summit Partners Public Asset Management
Massachusetts
$3.86M 21,000 +21,000 New
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$3.86M 20,991 -3,242 -13%
Natixis Advisors
125
Natixis Advisors
Massachusetts
$3.84M 20,871 +1,033 +5%
3 4
5
6 7