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WEX
WEX

Overview Fund Activity

220 hedge funds and large institutions have $5.39B invested in WEX in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 26 closing their positions.

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
115
Reduced
50
Closed
26
Calls
$1.87M
Puts
$449K
Net Calls
+$1.43M
Net Calls Change
+$5.42M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$468M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$112M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$465M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$453M
5
Deutsche Bank
5
Deutsche Bank
Germany
$61.5M

Top Sellers

1
WP
1
Warburg Pincus
New York
$34.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$79.1M
3
CIP
3
Champlain Investment Partners
Vermont
$141M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.3M
5
Millennium Management
5
Millennium Management
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
151
Landscape Capital Management
New Jersey
$511K 4,552 +4,552 New
CGH
152
Crossmark Global Holdings
Texas
$451K 4,021 +4,021 New
FCM
153
Flinton Capital Management
Pennsylvania
$427K 3,808 +420 +12%
DT
154
Diversified Trust
Tennessee
$411K 3,664 -1,511 -29%
JCM
155
Janney Capital Management
Pennsylvania
$405K 3,611 +1,134 +46%
GT
156
Glenmede Trust
Pennsylvania
$394K 3,518 +558 +19%
First Manhattan
157
First Manhattan
New York
$381K 3,400 – –
Barclays
158
Barclays
United Kingdom
$378K 3,361 -571 -15%
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$367K 3,262 +1,038 +47%
DTL
160
Dynamic Technology Lab
Singapore
$361K 3,210 +3,210 New
LPL Financial
161
LPL Financial
California
$360K 3,002 +258 +9%
Teacher Retirement System of Texas
162
Teacher Retirement System of Texas
Texas
$357K 3,184 +102 +3%
FM
163
Forward Management
California
$354K 3,156 +173 +6%
CB
164
Commerce Bank
Missouri
$348K 3,104 – –
LIA
165
LS Investment Advisors
Michigan
$342K 3,045 +23 +0.8%
TAM
166
Tyers Asset Management
Texas
$336K 2,992 +330 +12%
HighTower Advisors
167
HighTower Advisors
Illinois
$329K 2,944 +173 +6%
SCM
168
Shelton Capital Management
Colorado
$325K 2,900 – –
WAM
169
World Asset Management
Michigan
$319K 2,844 +112 +4%
O
170
OppenheimerFunds
New York
$315K 2,807 +52 +2%
ProShare Advisors
171
ProShare Advisors
Maryland
$304K 2,712 -140 -5%
CCI
172
Columbus Circle Investors
$300K 2,673 +2,673 New
Fiera Capital (Canada)
173
Fiera Capital (Canada)
Quebec, Canada
$275K 2,450 – –
RCM
174
Riverhead Capital Management
Delaware
$275K 2,453 +255 +12%
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$268K 2,386 +2,386 New
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7
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