WEX icon

WEX
WEX

Overview Fund Activity

409 hedge funds and large institutions have $7.88B invested in WEX in 2023 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 111 increasing their positions, 176 reducing their positions, and 44 closing their positions.

Holders
409
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
6.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
51
Increased
111
Reduced
176
Closed
44
Calls
$84.1M
Puts
$7.96M
Net Calls
+$76.1M
Net Calls Change
+$23M

Top Buyers

1
Bessemer Group
1
Bessemer Group
New Jersey
$140M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$22.1M
3
HPC
3
HM Payson & Co
Maine
$24.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$18.8M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$777M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$48.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$553M
4
State of Wisconsin Investment Board
4
State of Wisconsin Investment Board
Wisconsin
$10.1M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$978K 5,198 -701 -12%
PVH
202
Psagot Value Holdings
Israel
$961K 5,000 -100 -2%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$960K 5,106 -205 -4%
AWM
204
Axxcess Wealth Management
California
$956K 5,085 +2,243 +79%
SFI
205
Susquehanna Fundamental Investments
Pennsylvania
$940K 4,998 – –
MC
206
Montag & Caldwell
Georgia
$906K 4,816 -244 -5%
Pictet Asset Management
207
Pictet Asset Management
Switzerland
$891K 4,735 +4,735 New
NYLIM
208
New York Life Investment Management
New York
$854K 4,543 +2,454 +117%
KTA
209
Keeley-Teton Advisors
Illinois
$847K 4,504 -4,081 -48%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$847K 4,501 +4,501 New
CAM
211
Cresset Asset Management
Illinois
$838K 4,457 +40 +0.9%
PMEF
212
Point72 Middle East FZE
United Arab Emirates
$827K 4,397 -3,579 -45%
CP
213
CenterBook Partners
Connecticut
$822K 4,372 -15,713 -78%
CAM
214
Cozad Asset Management
Illinois
$818K 4,350 +410 +10%
FRM
215
Fox Run Management
Connecticut
$814K 4,326 -1,111 -20%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$812K 4,449 -388 -8%
VPIM
217
Vanguard Personalized Indexing Management
California
$793K 4,214 -27 -0.6%
Osaic Holdings
218
Osaic Holdings
Arizona
$774K 4,114 +251 +6%
MSAM
219
Moloney Securities Asset Management
Missouri
$770K 4,092 +4,092 New
GC
220
Guggenheim Capital
Illinois
$766K 4,072 +2,325 +133%
IEFM
221
IQ EQ Fund Management
Ireland
$765K 4,068 +547 +16%
LI
222
LMCG Investments
Massachusetts
$752K 3,999 +3,999 New
XT
223
XTX Topco
Cayman Islands
$748K 3,978 -989 -20%
Aviva
224
Aviva
United Kingdom
$746K 3,966 +3,966 New
PA
225
Procyon Advisors
Connecticut
$743K 3,950 +549 +16%
7 8
9
10 11