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WEX
WEX

Overview Fund Activity

236 hedge funds and large institutions have $3.92B invested in WEX in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 20 closing their positions.

Holders
236
Holders Change
+18
Holders Change %
+8.26%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
40
Increased
75
Reduced
84
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIP
1
Champlain Investment Partners
Vermont
$135M
2
GAM
2
Gotham Asset Management
New York
$29.3M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$123M
4
SIMG
4
Stephens Investment Management Group
Texas
$18.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$18M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$92.3M
2
CCI
2
Columbus Circle Investors
$0
3
ORI
3
Oak Ridge Investments
Illinois
$72.9M
4
KAM
4
Keeley Asset Management
Illinois
$23.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$79.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PWLP
176
Prio Wealth Limited Partnership
Massachusetts
$395K 4,000 – –
PNC
177
Park National Corp
Ohio
$393K 3,975 – –
AB
178
Amalgamated Bank
New York
$391K 3,951 +24 +0.6%
WBC
179
Westpac Banking Corp
Australia
$385K 3,889 +640 +20%
First Manhattan
180
First Manhattan
New York
$363K 3,673 +273 +8%
NI
181
Numeric Investors
Massachusetts
$317K 3,200 +3,200 New
SAM
182
Symphony Asset Management
California
$311K 3,151 +28 +0.9%
WAM
183
World Asset Management
Michigan
$305K 3,079 -459 -13%
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$297K 3,000 – –
Canada Life
185
Canada Life
Manitoba, Canada
$282K 2,856 – –
CAM
186
Capstone Asset Management
Texas
$267K 2,703 -520 -16%
SG Americas Securities
187
SG Americas Securities
New York
$265K 2,682 +2,682 New
CIM
188
Contravisory Investment Management
Massachusetts
$247K 2,495 – –
CIM
189
CIM Investment Management
Pennsylvania
$246K 2,484 +2,484 New
RFC
190
Russell Frank Company
Washington
$239K 2,400 +2,287 +2,024%
CBU
191
CIBC Bank USA
Illinois
$218K 2,205 – –
HNB
192
Huntington National Bank
Ohio
$205K 2,075 -1,474 -42%
JFGIW
193
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$156K 1,575 – –
GT
194
Glenmede Trust
Pennsylvania
$155K 1,575 -3,602 -70%
HR
195
Howe & Rusling
New York
$148K 1,500 – –
RA
196
Rational Advisors
New York
$143K 1,450 +1,450 New
PAM
197
Panagora Asset Management
Massachusetts
$138K 1,400 – –
OA
198
OFI Advisors
Pennsylvania
$126K 1,272 +106 +9%
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$115K 1,159 -251 -18%
EWM
200
Evercore Wealth Management
New York
$113K 1,131 -422 -27%
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8
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