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WEX
WEX

Overview Fund Activity

220 hedge funds and large institutions have $5.39B invested in WEX in 2017 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 115 increasing their positions, 50 reducing their positions, and 26 closing their positions.

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
5.49%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
115
Reduced
50
Closed
26
Calls
$1.87M
Puts
$449K
Net Calls
+$1.43M
Net Calls Change
+$5.42M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$468M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$112M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$465M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$453M
5
Deutsche Bank
5
Deutsche Bank
Germany
$61.5M

Top Sellers

1
WP
1
Warburg Pincus
New York
$34.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$79.1M
3
CIP
3
Champlain Investment Partners
Vermont
$141M
4
Victory Capital Management
4
Victory Capital Management
Texas
$34.3M
5
Millennium Management
5
Millennium Management
New York
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
201
Cribstone Capital Management
Maine
$38K 340 – –
CG
202
Cutler Group
California
$35K 318 -1,527 -83%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$32K 285 – –
Bessemer Group
204
Bessemer Group
New Jersey
$30K 264 – –
YWP
205
YorkBridge Wealth Partners
New York
$22K 200 – –
FHA
206
First Horizon Advisors
Tennessee
$22K 196 – –
PHK
207
Point72 Hong Kong
Hong Kong
$19K 167 +93 +126%
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$10K 87 +50 +135%
GAM
209
Gemmer Asset Management
California
$8K 72 – –
LNB
210
Ledyard National Bank
$7K 61 – –
WCBA
211
Weaver C. Barksdale & Associates
Tennessee
$7K 60 +5 +9%
IA
212
IFP Advisors
Florida
$7K 63 +5 +9%
TCM
213
Tradewinds Capital Management
Washington
$5K 48 – –
CHC
214
City Holding Co
West Virginia
$4K 32 – –
ASN
215
Advisory Services Network
Georgia
$4K 32 – –
QCG
216
Quadrant Capital Group
Ohio
$4K 49 +19 +63%
ACM
217
Armbruster Capital Management
New York
$3K 24 – –
PCP
218
Proficio Capital Partners
Massachusetts
$1K 9 – –
CFD
219
Creative Financial Designs
Indiana
$1K 13 – –
VCM
220
Versant Capital Management
Arizona
$1K 10 – –
AC
221
Apertura Capital
Texas
– – -59,513 Closed
ESCM
222
Echo Street Capital Management
New York
– – -56,562 Closed
MWNA
223
Marshall Wace North America
New York
– – -13,572 Closed
SG Americas Securities
224
SG Americas Securities
New York
– – -13,196 Closed
VRS
225
Virginia Retirement Systems
Virginia
– – -13,100 Closed
6 7 8
9
10