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WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
Handelsbanken Fonder
201
Handelsbanken Fonder
Sweden
$1.06M 5,744 – –
AWM
202
Axxcess Wealth Management
California
$1.04M 5,646 +1,363 +32%
JIC
203
Johnson Investment Counsel
Ohio
$1M 5,450 -2 -0%
PFO
204
Pathstone Family Office
New Jersey
$975K 5,282 -6,510 -55%
PCM
205
Prana Capital Management
Connecticut
$974K 5,297 +5,297 New
BAMF
206
BI Asset Management Fondsmaeglerselskab
Denmark
$963K 5,239 +4,679 +836%
PAMS
207
Pictet Asset Management (Switzerland)
Switzerland
$958K 5,212 +284 +6%
SAM
208
Seelaus Asset Management
New Jersey
$947K 4,950 +660 +15%
PVH
209
Psagot Value Holdings
Israel
$940K 5,300 – –
MC
210
Montag & Caldwell
Georgia
$930K 5,060 +732 +17%
SFI
211
Susquehanna Fundamental Investments
Pennsylvania
$919K 4,998 -30,190 -86%
D.E. Shaw & Co
212
D.E. Shaw & Co
New York
$911K 4,954 +2,354 +91%
BCM
213
Bayesian Capital Management
New York
$907K 4,935 +2,905 +143%
TRCT
214
Tower Research Capital (TRC)
New York
$878K 4,777 +3,951 +478%
VPIM
215
Vanguard Personalized Indexing Management
California
$873K 4,746 +2,384 +101%
TCM
216
Teza Capital Management
Illinois
$863K 4,691 +3,375 +256%
ESCM
217
Echo Street Capital Management
New York
$772K 4,199 +4,199 New
Mariner
218
Mariner
Kansas
$757K 4,124 +1,603 +64%
TI
219
Trexquant Investment
Connecticut
$739K 4,019 -7,756 -66%
EWA
220
Exencial Wealth Advisors
Oklahoma
$736K 4,005 – –
SAM
221
Securian Asset Management
Minnesota
$732K 3,982 – –
KI
222
Kula Investments
Illinois
$729K 3,963 +3,963 New
Mackenzie Financial
223
Mackenzie Financial
Ontario, Canada
$725K 3,945 -6,039 -60%
IEFM
224
IQ EQ Fund Management
Ireland
$671K 3,647 -468 -11%
CB
225
Commerce Bank
Missouri
$659K 3,586 -76 -2%
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9
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