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WEX
WEX

Overview Fund Activity

264 hedge funds and large institutions have $6.74B invested in WEX in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+44
Holders Change %
+20%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.23%
New
57
Increased
86
Reduced
87
Closed
13
Calls
$16.9M
Puts
$17.2M
Net Calls
-$323K
Net Calls Change
-$1.75M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$66.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$60.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$268M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$165M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$52.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$38.2M
3
LCM
3
Laurion Capital Management
New York
$438K
4
Deutsche Bank
4
Deutsche Bank
Germany
$36.6M
5
WP
5
Warburg Pincus
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
URS
151
Utah Retirement Systems
Utah
$1.02M 7,200 – –
RJA
152
Raymond James & Associates
Florida
$997K 7,061 -6,070 -46%
VRS
153
Virginia Retirement Systems
Virginia
$918K 6,500 +6,500 New
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$914K 6,475 -106 -2%
Verition Fund Management
155
Verition Fund Management
Connecticut
$904K 6,400 +6,400 New
NA
156
Neuburgh Advisers
California
$826K 5,848 +1,224 +26%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$823K 5,829 +8 +0.1%
BFM
158
Boothbay Fund Management
New York
$805K 5,700 +5,700 New
BST
159
Bath Savings Trust
Maine
$741K 5,249 -135 -3%
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$738K 5,226 +7 +0.1%
MC
161
Montag & Caldwell
Georgia
$701K 4,960 +179 +4%
SAM
162
Securian Asset Management
Minnesota
$694K 4,915 -130 -3%
FCM
163
Flinton Capital Management
Pennsylvania
$680K 4,816 +1,008 +26%
PA
164
Profund Advisors
Maryland
$677K 4,795 +133 +3%
SAM
165
Symphony Asset Management
California
$670K 4,740 -153 -3%
PP
166
Paloma Partners
Connecticut
$668K 4,731 +4,731 New
CGH
167
Crossmark Global Holdings
Texas
$666K 4,714 +693 +17%
Robeco Institutional Asset Management
168
Robeco Institutional Asset Management
Netherlands
$543K 3,845 -23,655 -86%
TAM
169
Tyers Asset Management
Texas
$534K 3,784 +792 +26%
JCM
170
Janney Capital Management
Pennsylvania
$533K 3,780 +169 +5%
UBS Group
171
UBS Group
Switzerland
$531K 3,757 -21,552 -85%
ProShare Advisors
172
ProShare Advisors
Maryland
$527K 3,733 +1,021 +38%
OAM
173
Oppenheimer Asset Management
New York
$524K 4,671 – –
N
174
Natixis
France
$522K 3,693 -1,206 -25%
Two Sigma Investments
175
Two Sigma Investments
New York
$516K 3,654 -1,786 -33%
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7
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