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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 %
BlackRock
201
BlackRock
New York
$107K 1,084 – –
WT
202
Whittier Trust
California
$96K 970 – –
MCM
203
Manchester Capital Management
Vermont
$96K 975 +975 New
VFA
204
Virtus Fund Advisers
Connecticut
$82K 832 – –
US Bancorp
205
US Bancorp
Minnesota
$78K 798 -235 -23%
SEC
206
Seven Eight Capital
New York
$69K 700 +700 New
WIL
207
Winifred I. Li
$59K 600 – –
PCM
208
Prelude Capital Management
New York
$50K 509 +509 New
SC
209
Saturna Capital
Washington
$32K 322 – –
Envestnet Asset Management
210
Envestnet Asset Management
Illinois
$24K 242 -5,145 -96%
GWA
211
Genesis Wealth Advisors
Massachusetts
$21.4K 200 +200 New
OIA
212
Optimum Investment Advisors
Illinois
$20K 200 – –
MWP
213
MYCIO Wealth Partners
Pennsylvania
$18K 179 +179 New
GAM
214
Gemmer Asset Management
California
$14K 145 – –
PMFA
215
Plante Moran Financial Advisors
Michigan
$14K 145 – –
LNB
216
Ledyard National Bank
$12K 126 – –
DADC
217
D.A. Davidson & Co
Montana
$9K 101 – –
Bessemer Group
218
Bessemer Group
New Jersey
$8K 78 -41 -34%
BPBT
219
Boston Private Bank & Trust
Massachusetts
$8K 85 – –
NSIM
220
North Star Investment Management
Illinois
$8K 80 +80 New
Manulife (Manufacturers Life Insurance)
221
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.22K 72,954 -1,970 -3%
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$6K 61 +9 +17%
BC
223
Bartlett & Co
Ohio
$6K 62 +62 New
FHA
224
First Horizon Advisors
Tennessee
$5K 46 +46 New
WCBA
225
Weaver C. Barksdale & Associates
Tennessee
$4K 39 +5 +15%
7 8
9
10 11