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WEX
WEX

Overview Fund Activity

278 hedge funds and large institutions have $7.06B invested in WEX in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+14
Holders Change %
+5.3%
% of All Funds
6.38%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.21%
New
40
Increased
94
Reduced
103
Closed
23
Calls
$4.42M
Puts
$5.09M
Net Calls
-$674K
Net Calls Change
-$351K

Top Buyers

1
William Blair Investment Management
William Blair Investment Management
Illinois
+$63.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$40.9M
3
FCM
Frontier Capital Management
Massachusetts
+$40.5M
4
Ameriprise
Ameriprise
Minnesota
+$34.4M
5
Renaissance Technologies
Renaissance Technologies
New York
+$31.9M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$303M
2
CIP
Champlain Investment Partners
Vermont
-$132M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$102M
4
TCM
TimesSquare Capital Management
New York
-$33.4M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$33.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QSS
201
Quantitative Systematic Strategies
Florida
$431K +$431K +2,753 New
SAM
202
Symphony Asset Management
California
$424K -$319K -2,036 -43%
LIA
203
LS Investment Advisors
Michigan
$405K -$31.8K -203 -7%
Voloridge Investment Management
204
Voloridge Investment Management
Florida
$398K +$398K +2,538 New
WF
205
Welch & Forbes
Massachusetts
$395K +$395K +2,525 New
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$392K – – –
PCM
207
Prelude Capital Management
New York
$392K +$392K +2,500 New
Fiera Capital (Canada)
208
Fiera Capital (Canada)
Quebec, Canada
$384K – – –
GCA
209
Gideon Capital Advisors
New York
$382K +$382K +2,442 New
O
210
OppenheimerFunds
New York
$372K -$53.3K -341 -13%
CB
211
Commerce Bank
Missouri
$368K -$55.1K -352 -13%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$368K -$5.02K -32 -1%
WAM
213
World Asset Management
Michigan
$364K -$55.4K -354 -13%
KeyBank National Association
214
KeyBank National Association
Ohio
$352K +$15K +96 +4%
IR
215
Invictus RG
Bermuda
$341K +$341K +2,180 New
II
216
Ibex Investors
Colorado
$307K +$307K +1,959 New
ASN
217
Advisory Services Network
Georgia
$305K +$72.7K +465 +31%
PP
218
Paloma Partners
Connecticut
$302K -$438K -2,801 -59%
HNB
219
Huntington National Bank
Ohio
$287K -$8.31K -53 -3%
RJT
220
Raymond James Trust
Florida
$284K -$4.71K -30 -2%
FBT
221
First Bank & Trust
South Dakota
$279K +$18.3K +117 +7%
AWM
222
Avior Wealth Management
Nebraska
$274K -$12.5K -80 -4%
CS
223
Cannell & Spears
New York
$274K – – –
PVH
224
Psagot Value Holdings
Israel
$263K +$235K +1,500 +833%
ECM
225
Evergreen Capital Management
Washington
$258K +$258K +1,649 New
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