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WEX
WEX

Overview Fund Activity

348 hedge funds and large institutions have $8.75B invested in WEX in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
120
Reduced
114
Closed
53
Calls
$67M
Puts
$48.9M
Net Calls
+$18.1M
Net Calls Change
-$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$616M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$425M
3
Primecap Management
3
Primecap Management
California
$155M
4
IC
4
Impactive Capital
New York
$108M
5
DZ Bank
5
DZ Bank
Germany
$78M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$48.5M
2
Wells Fargo
2
Wells Fargo
California
$75M
3
TCG
3
Tremblant Capital Group
Florida
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MC
201
Montag & Caldwell
Georgia
$636K 3,280 +115 +4%
JPMPWA
202
J.P. Morgan Private Wealth Advisors
California
$615K 3,174 -177 -5%
AWM
203
Avior Wealth Management
Nebraska
$596K 3,076 +82 +3%
TC
204
TownSquare Capital
Utah
$592K 3,002 – –
VRS
205
Virginia Retirement Systems
Virginia
$582K 3,000 -2,100 -41%
PAMU
206
Pictet Asset Management (UK)
United Kingdom
$580K 2,992 -208 -7%
Russell Investments Group
207
Russell Investments Group
United Kingdom
$574K 2,964 -1,652 -36%
BAM
208
Belpointe Asset Management
Nevada
$543K 2,800 – –
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$542K 2,800 +44 +2%
HighTower Advisors
210
HighTower Advisors
Illinois
$539K 2,781 -236 -8%
AWA
211
Alta Wealth Advisors
Massachusetts
$535K 2,761 -49 -2%
BP
212
Ballentine Partners
Massachusetts
$534K 2,754 +8 +0.3%
PA
213
Profund Advisors
Maryland
$529K 2,726 +51 +2%
PA
214
Procyon Advisors
Connecticut
$508K 2,620 – –
WF
215
Welch & Forbes
Massachusetts
$490K 2,525 – –
MDSL
216
M.D. Sass LLC
New York
$490K 2,525 +2,525 New
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$489K 2,523 +1 +0%
Franklin Resources
218
Franklin Resources
California
$488K 2,515 – –
Marshall Wace
219
Marshall Wace
United Kingdom
$484K 2,497 -3,817 -60%
WGAM
220
Wilkinson Global Asset Management
New York
$475K 2,450 – –
ZB
221
Zions Bancorporation
Utah
$475K 2,451 +315 +15%
SCM
222
Shelton Capital Management
Colorado
$474K 2,445 – –
JCM
223
Janney Capital Management
Pennsylvania
$472K 2,434 +44 +2%
WT
224
Whittier Trust
California
$470K 2,424 – –
RJA
225
Raymond James & Associates
Florida
$468K 2,412 +47 +2%
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9
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