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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$6.92M 29,132 +11,443 +65%
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$6.61M 27,811 +16,207 +140%
Axa
103
Axa
France
$6.56M 27,608 -3,455 -11%
BST
104
Bath Savings Trust
Maine
$6.47M 27,234 -50 -0.2%
LRIC
105
Long Road Investment Counsel
Michigan
$6.32M 26,599 -1,500 -5%
AB
106
Amalgamated Bank
New York
$6.08M 25,603 -3,217 -11%
MOACM
107
Mutual of America Capital Management
New York
$6.05M 25,464 -971 -4%
CM
108
Castleark Management
Illinois
$5.87M 24,730 +6,570 +36%
MIM
109
MetLife Investment Management
New Jersey
$5.77M 24,289 -616 -2%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$5.72M 24,100 +15,000 +165%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$5.6M 23,590 – –
RC
112
Roubaix Capital
Colorado
$5.6M 23,576 -2,147 -8%
TRSOTSOK
113
Teachers Retirement System of the State of Kentucky
Kentucky
$5.58M 23,506 -594 -2%
CAM
114
ClariVest Asset Management
California
$5.36M 22,564 -22,998 -50%
Fisher Asset Management
115
Fisher Asset Management
Washington
$5.23M 22,010 +4,832 +28%
LPL Financial
116
LPL Financial
California
$4.99M 20,993 +3,547 +20%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$4.89M 20,602 -866 -4%
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$4.78M 20,101 +1,957 +11%
EAM
119
Eagle Asset Management
Florida
$4.72M 19,881 -347 -2%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$4.7M 19,799 +879 +5%
YCM
121
Yousif Capital Management
Michigan
$4.63M 19,472 -391 -2%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$4.62M 19,433 -3,925 -17%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$4.54M 19,095 +130 +0.7%
RA
124
Royce & Associates
New York
$4.51M 18,970 +18,970 New
ORI
125
Oak Ridge Investments
Illinois
$4.4M 18,534 -778 -4%
3 4
5
6 7