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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $9.02B invested in WEX in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 109 reducing their positions, and 44 closing their positions.

Holders
344
Holders Change
–
Holders Change %
0%
% of All Funds
6.79%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.22%
New
53
Increased
119
Reduced
109
Closed
44
Calls
$56.9M
Puts
$73.9M
Net Calls
-$17M
Net Calls Change
-$11.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$365M
2
CAM
2
Congress Asset Management
Massachusetts
$84.3M
3
ECM
3
ExodusPoint Capital Management
New York
$15.9M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$77.6M
5
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$40.5M

Top Sellers

1
FCM
1
Frontier Capital Management
Massachusetts
$109M
2
Victory Capital Management
2
Victory Capital Management
Texas
$4.73M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
CCI
4
Columbus Circle Investors
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
201
Advisors Capital Management
New Jersey
$695K 3,320 +379 +13%
PA
202
Profund Advisors
Maryland
$662K 3,159 -61 -2%
ZCA
203
Zeke Capital Advisors
Pennsylvania
$646K 3,086 – –
BTW
204
Boston Trust Walden
Massachusetts
$645K 3,078 +50 +2%
WT
205
Whittier Trust
California
$643K 3,070 – –
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$607K 2,896 – –
JCM
207
Janney Capital Management
Pennsylvania
$606K 2,891 -9 -0.3%
EWM
208
Evercore Wealth Management
New York
$602K 2,875 +15 +0.5%
SCM
209
Shelton Capital Management
Colorado
$579K 2,764 -136 -5%
LIA
210
LS Investment Advisors
Michigan
$558K 2,662 +269 +11%
MOS
211
MGO One Seven
Ohio
$558K 2,665 +2,665 New
WF
212
Welch & Forbes
Massachusetts
$529K 2,525 – –
SSWM
213
Sheets Smith Wealth Management
North Carolina
$527K 2,535 -28 -1%
OC
214
Oppenheimer & Co
New York
$523K 2,496 -29 -1%
Fiera Capital (Canada)
215
Fiera Capital (Canada)
Quebec, Canada
$517K 2,469 +19 +0.8%
CM
216
Castleark Management
Illinois
$515K 2,460 – –
OI
217
Oakbrook Investments
Illinois
$513K 2,450 -250 -9%
LTFS
218
Ladenburg Thalmann Financial Services
Florida
$505K 2,401 +201 +9%
D.E. Shaw & Co
219
D.E. Shaw & Co
New York
$503K 2,401 +2,401 New
QCM
220
Quantinno Capital Management
New York
$486K 2,319 +2,319 New
Stifel Financial
221
Stifel Financial
Missouri
$485K 2,310 +902 +64%
MYIA
222
Mount Yale Investment Advisors
Colorado
$477K 2,197 -247 -10%
WAM
223
World Asset Management
Michigan
$469K 2,241 -218 -9%
AG
224
Advisor Group
Arizona
$464K 2,214 +754 +52%
MML Investors Services
225
MML Investors Services
Massachusetts
$455K 2,174 +2,174 New
7 8
9
10 11