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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
176
Atria Investments
North Carolina
$1.37M 6,528 +4,850 +289%
Lazard Asset Management
177
Lazard Asset Management
New York
$1.35M 6,457 -706 -10%
HighTower Advisors
178
HighTower Advisors
Illinois
$1.35M 6,436 +2,851 +80%
ECM
179
ExodusPoint Capital Management
New York
$1.33M 6,325 +6,325 New
Daiwa Securities Group
180
Daiwa Securities Group
Japan
$1.26M 6,024 – –
Pictet Asset Management
181
Pictet Asset Management
Switzerland
$1.18M 5,615 +128 +2%
SC
182
Sepio Capital
Utah
$1.15M 5,494 – –
JIC
183
Johnson Investment Counsel
Ohio
$1.15M 5,476 – –
MC
184
Montag & Caldwell
Georgia
$1.06M 5,051 – –
NYLIM
185
New York Life Investment Management
New York
$1.06M 5,039 -299 -6%
LAM
186
Lifestyle Asset Management
Texas
$1.03M 4,913 +443 +10%
X
187
Xponance
Pennsylvania
$1.01M 4,796 -140 -3%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$1M 4,771 +135 +3%
Squarepoint
189
Squarepoint
New York
$932K 4,446 +4,446 New
VPIM
190
Vanguard Personalized Indexing Management
California
$930K 4,433 +881 +25%
CIP
191
Cornerstone Investment Partners
Georgia
$929K 4,428 +104 +2%
Public Employees Retirement Association of Colorado
192
Public Employees Retirement Association of Colorado
Colorado
$922K 4,395 – –
TC
193
TownSquare Capital
Utah
$901K 4,296 +793 +23%
BNP Paribas Financial Markets
194
BNP Paribas Financial Markets
France
$884K 4,215 -3,329 -44%
SA
195
Sanctuary Advisors
Indiana
$882K 4,760 +2,519 +112%
FLPIM
196
F.L. Putnam Investment Management
Massachusetts
$848K 4,042 +4,042 New
CIBC Private Wealth Group
197
CIBC Private Wealth Group
Georgia
$836K 3,988 +304 +8%
Teacher Retirement System of Texas
198
Teacher Retirement System of Texas
Texas
$827K 3,942 -2,168 -35%
Cetera Investment Advisers
199
Cetera Investment Advisers
Illinois
$781K 3,722 -10,152 -73%
PA
200
Procyon Advisors
Connecticut
$774K 3,691 +138 +4%
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