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WEX
WEX

Overview Fund Activity

405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$740M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.5M
4
RRAM
4
River Road Asset Management
Kentucky
$138M
5
PAM
5
Panagora Asset Management
Massachusetts
$24.3M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$91M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M
3
Morgan Stanley
3
Morgan Stanley
New York
$346M
4
BlackRock
4
BlackRock
New York
$699M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
201
Aurora Investment Counsel
Georgia
$1.22M 6,705 +6,705 New
VI
202
Versor Investments
New York
$1.18M 6,479 -493 -7%
ESCM
203
Echo Street Capital Management
New York
$1.16M 6,356 +2,157 +51%
Handelsbanken Fonder
204
Handelsbanken Fonder
Sweden
$1.14M 6,244 +500 +9%
D.E. Shaw & Co
205
D.E. Shaw & Co
New York
$1.13M 6,188 +1,234 +25%
MC
206
Maverick Capital
Texas
$1.09M 6,014 +3,217 +115%
HV
207
HST Ventures
Utah
$1.09M 5,962 +5,962 New
JGC
208
J. Goldman & Co
New York
$1.08M 5,938 -26,053 -81%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$1.07M 5,899 – –
Sumitomo Mitsui Trust Group
210
Sumitomo Mitsui Trust Group
Japan
$1.06M 5,835 -88 -1%
FC
211
FORA Capital
Florida
$1.01M 5,552 +2,398 +76%
PFO
212
Pathstone Family Office
New Jersey
$996K 5,503 +221 +4%
JIC
213
Johnson Investment Counsel
Ohio
$991K 5,442 -8 -0.1%
FRM
214
Fox Run Management
Connecticut
$990K 5,437 +5,437 New
SOADOR
215
State of Alaska Department of Revenue
Alaska
$966K 5,311 -698 -12%
MC
216
Montag & Caldwell
Georgia
$921K 5,060 – –
PVH
217
Psagot Value Holdings
Israel
$919K 5,100 -200 -4%
SFI
218
Susquehanna Fundamental Investments
Pennsylvania
$910K 4,998 – –
PAMS
219
Pictet Asset Management (Switzerland)
Switzerland
$909K 4,991 -221 -4%
XT
220
XTX Topco
Cayman Islands
$904K 4,967 +4,967 New
Mackenzie Financial
221
Mackenzie Financial
Ontario, Canada
$886K 4,837 +892 +23%
EF
222
Empowered Funds
Pennsylvania
$860K 4,722 +4,722 New
EST
223
EA Series Trust
Pennsylvania
$860K 4,722 +4,722 New
SAM
224
Seelaus Asset Management
New Jersey
$819K 4,500 -450 -9%
CAM
225
Cresset Asset Management
Illinois
$804K 4,417 +4,417 New
7 8
9
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