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WEX
WEX

Overview Fund Activity

213 hedge funds and large institutions have $4.18B invested in WEX in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 83 reducing their positions, and 16 closing their positions.

Holders
213
Holders Change
+12
Holders Change %
+5.97%
% of All Funds
6.13%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
29
Increased
64
Reduced
83
Closed
16
Calls
$210K
Puts
$420K
Net Calls
-$210K
Net Calls Change
-$3.02M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$130M
2
RIM
2
RS Investment Management
California
$38M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$25.3M
4
Norges Bank
4
Norges Bank
Norway
$55.3M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$28.9M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$44.8M
2
TCM
2
TimesSquare Capital Management
New York
$182M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.68M
4
ESCM
4
Echo Street Capital Management
New York
$1.1M
5
Nomura Holdings
5
Nomura Holdings
Japan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PG
176
PEAK6 Group
Illinois
$206K 1,964 +1,964 New
HNB
177
Huntington National Bank
Ohio
$202K 1,923 +1,923 New
RJT
178
Raymond James Trust
Florida
$200K 1,910 +1,910 New
U
179
UBS
Switzerland
$194K 1,852 -2,844 -61%
TRCT
180
Tower Research Capital (TRC)
New York
$179K 1,709 +1,356 +384%
HR
181
Howe & Rusling
New York
$157K 1,500 -248 -14%
PAM
182
Panagora Asset Management
Massachusetts
$147K 1,400 – –
Teacher Retirement System of Texas
183
Teacher Retirement System of Texas
Texas
$143K 1,360 – –
GT
184
Glenmede Trust
Pennsylvania
$135K 1,294 +207 +19%
OA
185
OFI Advisors
Pennsylvania
$124K 1,186 +39 +3%
EWM
186
Evercore Wealth Management
New York
$116K 1,117 -185 -14%
BlackRock
187
BlackRock
New York
$114K 1,084 +19 +2%
US Bancorp
188
US Bancorp
Minnesota
$113K 1,076 +483 +81%
WIL
189
Winifred I. Li
$107K 1,020 – –
WT
190
Whittier Trust
California
$102K 970 – –
GSC
191
Ground Swell Capital
South Carolina
$44K 415 +415 New
SFU
192
Stonehage Fleming (UK)
United Kingdom
$43K 406 +406 New
SC
193
Saturna Capital
Washington
$34K 322 – –
OIA
194
Optimum Investment Advisors
Illinois
$31K 300 – –
IPC
195
Independent Portfolio Consultants
Florida
$30K 282 +282 New
Envestnet Asset Management
196
Envestnet Asset Management
Illinois
$28K 263 +130 +98%
Bessemer Group
197
Bessemer Group
New Jersey
$16K 155 +36 +30%
PMFA
198
Plante Moran Financial Advisors
Michigan
$15K 145 – –
GAM
199
Gemmer Asset Management
California
$15K 145 – –
LNB
200
Ledyard National Bank
$13K 126 – –
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8
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