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WEX
WEX

Overview Fund Activity

405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$740M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.5M
4
RRAM
4
River Road Asset Management
Kentucky
$138M
5
PAM
5
Panagora Asset Management
Massachusetts
$24.3M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$91M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M
3
Morgan Stanley
3
Morgan Stanley
New York
$346M
4
BlackRock
4
BlackRock
New York
$699M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$5.57M 30,577 -10,378 -25%
OCBCO
102
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.49M 30,137 +2,439 +9%
ACM
103
AREX Capital Management
New York
$5.46M 30,000 +1,000 +3%
WCM
104
Wisconsin Capital Management
Wisconsin
$5.36M 29,463 -1,400 -5%
AB
105
Amalgamated Bank
New York
$5.33M 29,283 -2,276 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
106
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.05M 27,747 +1,569 +6%
BST
107
Bath Savings Trust
Maine
$4.97M 27,324 +135 +0.5%
CSS
108
Cubist Systematic Strategies
Connecticut
$4.96M 27,252 -44,101 -62%
HSBC Holdings
109
HSBC Holdings
United Kingdom
$4.93M 26,998 +25,899 +2,357%
LRIC
110
Long Road Investment Counsel
Michigan
$4.88M 26,809 -300 -1%
MIM
111
MetLife Investment Management
New Jersey
$4.82M 26,488 -1,500 -5%
Macquarie Group
112
Macquarie Group
Australia
$4.57M 25,099 -5,752 -19%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$4.57M 25,084 – –
UBS Group
114
UBS Group
Switzerland
$4.54M 24,929 -4,750 -16%
Verition Fund Management
115
Verition Fund Management
Connecticut
$4.53M 24,872 +24,872 New
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$4.45M 24,455 -40,544 -62%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$4.39M 24,095 +5,070 +27%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$4.32M 23,745 -16,215 -41%
LPL Financial
119
LPL Financial
California
$4.27M 23,440 +896 +4%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$4.22M 23,163 – –
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$4.18M 22,963 +19,801 +626%
BMSSC
122
B. Metzler seel. Sohn & Co
Germany
$4.02M 22,094 +8,408 +61%
EAM
123
Eagle Asset Management
Florida
$3.95M 21,697 +1,835 +9%
YCM
124
Yousif Capital Management
Michigan
$3.86M 21,207 -1,175 -5%
ORI
125
Oak Ridge Investments
Illinois
$3.86M 21,174 -576 -3%
3 4
5
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