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WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$1.65M 8,348 -616 -7%
BAM
177
Bullseye Asset Management
Colorado
$1.62M 8,325 – –
EF
178
Empowered Funds
Pennsylvania
$1.57M 8,059 +8,059 New
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$1.53M 7,852 +1,021 +15%
Two Sigma Advisers
180
Two Sigma Advisers
New York
$1.52M 7,800 -2,400 -24%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$1.5M 7,723 +7,723 New
TRCT
182
Tower Research Capital (TRC)
New York
$1.48M 7,592 +5,619 +285%
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$1.48M 7,585 -139 -2%
US Bancorp
184
US Bancorp
Minnesota
$1.45M 7,448 +31 +0.4%
URS
185
Utah Retirement Systems
Utah
$1.44M 7,422 +100 +1%
SO
186
STRS Ohio
Ohio
$1.38M 7,113 +1,110 +18%
Schroder Investment Management Group
187
Schroder Investment Management Group
United Kingdom
$1.36M 7,015 -213 -3%
X
188
Xponance
Pennsylvania
$1.36M 7,002 -400 -5%
CIC
189
Cornercap Investment Counsel
Georgia
$1.34M 6,890 +41 +0.6%
FC
190
FORA Capital
Florida
$1.33M 6,811 +4,007 +143%
Prudential Financial
191
Prudential Financial
New Jersey
$1.26M 6,493 -3,505 -35%
Daiwa Securities Group
192
Daiwa Securities Group
Japan
$1.26M 6,494 -333 -5%
Pacer Advisors
193
Pacer Advisors
Pennsylvania
$1.25M 6,418 +2,778 +76%
Russell Investments Group
194
Russell Investments Group
United Kingdom
$1.22M 6,276 +1 +0%
AIC
195
Aurora Investment Counsel
Georgia
$1.17M 6,677 -22 -0.3%
SC
196
Sepio Capital
Utah
$1.15M 5,919 -803 -12%
Susquehanna International Group
197
Susquehanna International Group
Pennsylvania
$1.09M 5,612 +2,130 +61%
JIC
198
Johnson Investment Counsel
Ohio
$1.07M 5,483 +2 +0%
LAM
199
Lifestyle Asset Management
Texas
$995K 5,115 -513 -9%
QC
200
Quadrature Capital
United Kingdom
$993K 5,104 -458 -8%
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8
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