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WEX
WEX

Overview Fund Activity

345 hedge funds and large institutions have $6.1B invested in WEX in 2020 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 123 increasing their positions, 108 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
-1
Holders Change %
-0.29%
% of All Funds
6.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
58
Increased
123
Reduced
108
Closed
57
Calls
$44.4M
Puts
$33.9M
Net Calls
+$10.5M
Net Calls Change
+$16.1M

Top Buyers

1
WP
1
Warburg Pincus
New York
$80.2M
2
HVCM
2
HG Vora Capital Management
New York
$48.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.7M
4
WA
4
Wasatch Advisors
Utah
$52.1M
5
TCG
5
Tremblant Capital Group
Florida
$42M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$11.5M
2
ESCM
2
Echo Street Capital Management
New York
$0
3
KCM
3
Kensico Capital Management
Connecticut
$6.25M
4
Franklin Resources
4
Franklin Resources
California
$369K
5
MWNA
5
Marshall Wace North America
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
201
Montag & Caldwell
Georgia
$592K – – –
BAM
202
Belpointe Asset Management
Nevada
$591K -$55.6K -400 -9%
PAMP
203
Polar Asset Management Partners
Ontario, Canada
$580K +$580K +4,170 New
CG
204
Cutler Group
California
$575K +$435K +3,136 +311%
GCP
205
GSA Capital Partners
United Kingdom
$565K +$565K +4,069 New
SAM
206
Shell Asset Management
Netherlands
$563K – – –
ACM
207
Advisors Capital Management
New Jersey
$562K +$33.8K +243 +6%
TC
208
TownSquare Capital
Utah
$550K -$12.5K -86 -2%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$538K +$212K +1,528 +65%
RA
210
Royce & Associates
New York
$528K -$570K -4,100 -52%
MS
211
Maven Securities
Jersey
$514K +$270K +1,893 +111%
BWAM
212
Boyd Watterson Asset Management
Ohio
$511K +$171K +1,234 +50%
PRC
213
Pearl River Capital
Michigan
$505K +$505K +3,633 New
JIC
214
Johnson Investment Counsel
Ohio
$503K +$503K +3,620 New
PAMU
215
Pictet Asset Management (UK)
United Kingdom
$500K +$306K +2,200 +157%
RJA
216
Raymond James & Associates
Florida
$482K +$98K +705 +26%
PA
217
Profund Advisors
Maryland
$477K +$199K +1,431 +72%
SFS
218
Sowell Financial Services
Arkansas
$472K -$117K -844 -20%
First Manhattan
219
First Manhattan
New York
$472K – – –
OC
220
Oppenheimer & Co
New York
$468K -$259K -1,867 -36%
JPMPWA
221
J.P. Morgan Private Wealth Advisors
California
$454K +$27.3K +196 +6%
ProShare Advisors
222
ProShare Advisors
Maryland
$434K +$12K +86 +3%
ACM
223
AlphaCrest Capital Management
New York
$427K +$427K +3,076 New
HighTower Advisors
224
HighTower Advisors
Illinois
$426K +$30.1K +216 +8%
AWM
225
Avior Wealth Management
Nebraska
$416K +$26.3K +190 +7%
7 8
9
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