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WEX
WEX

Overview Fund Activity

439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
Morgan Stanley
2
Morgan Stanley
New York
$390M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$186M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.8M
5
DCP
5
Distillate Capital Partners
Illinois
$13.9M

Top Sellers

1
SIMG
1
Stephens Investment Management Group
Texas
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$4.17M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.16M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
101
Citadel Advisors
Florida
$5.02M 28,347 +28,347 New
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$4.95M 27,955 -5,231 -16%
LRIC
103
Long Road Investment Counsel
Michigan
$4.73M 26,699 +100 +0.4%
BST
104
Bath Savings Trust
Maine
$4.68M 26,393 -841 -3%
UBS Group
105
UBS Group
Switzerland
$4.58M 25,837 -3,295 -11%
Axa
106
Axa
France
$4.52M 25,542 -2,066 -7%
AB
107
Amalgamated Bank
New York
$4.42M 24,951 -652 -3%
Fisher Asset Management
108
Fisher Asset Management
Washington
$4.37M 24,673 +2,663 +12%
LPL Financial
109
LPL Financial
California
$4.37M 24,672 +3,679 +18%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$4.35M 24,582 +3,980 +19%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$4.27M 24,100 – –
MOACM
112
Mutual of America Capital Management
New York
$4.25M 23,992 -1,472 -6%
Deutsche Bank
113
Deutsche Bank
Germany
$4.17M 23,525 -200,524 -90%
YIH
114
Y-Intercept (HK)
Hong Kong
$4.15M 23,425 +23,425 New
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$4.15M 23,395 +3,294 +16%
TRSOTSOK
116
Teachers Retirement System of the State of Kentucky
Kentucky
$4.11M 23,190 -316 -1%
CAM
117
ClariVest Asset Management
California
$3.99M 22,498 -66 -0.3%
MIM
118
MetLife Investment Management
New Jersey
$3.94M 22,241 -2,048 -8%
EAM
119
Eagle Asset Management
Florida
$3.75M 21,383 +1,502 +8%
Massachusetts Financial Services
120
Massachusetts Financial Services
Massachusetts
$3.69M 20,825 -14,331 -41%
D.E. Shaw & Co
121
D.E. Shaw & Co
New York
$3.68M 20,760 -18,011 -46%
MF
122
Magnetar Financial
Illinois
$3.66M 20,648 +20,648 New
AG
123
Algert Global
California
$3.66M 20,640 +2,294 +13%
AQR Capital Management
124
AQR Capital Management
Connecticut
$3.55M 20,277 -32,296 -61%
RHJA
125
Rice Hall James & Associates
California
$3.53M 19,934 +19,934 New
3 4
5
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