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WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$983K 5,052 -146 -3%
PVH
202
Psagot Value Holdings
Israel
$982K 5,000 – –
NYLIM
203
New York Life Investment Management
New York
$953K 4,898 +355 +8%
Pictet Asset Management
204
Pictet Asset Management
Switzerland
$953K 4,896 +161 +3%
MC
205
Montag & Caldwell
Georgia
$933K 4,797 -19 -0.4%
TI
206
Tidal Investments
Wisconsin
$922K 4,738 +1,842 +64%
CAM
207
Cozad Asset Management
Illinois
$920K 4,731 +381 +9%
SOADOR
208
State of Alaska Department of Revenue
Alaska
$898K 4,616 -490 -10%
EFH
209
Eaton Financial Holdings
Florida
$885K 4,548 -13,532 -75%
Lazard Asset Management
210
Lazard Asset Management
New York
$854K 4,394 +984 +29%
CAM
211
Cresset Asset Management
Illinois
$842K 4,328 -129 -3%
Allianz Asset Management
212
Allianz Asset Management
Germany
$820K 4,214 -26,221 -86%
Mackenzie Financial
213
Mackenzie Financial
Ontario, Canada
$805K 4,139 -310 -7%
Sumitomo Mitsui Trust Group
214
Sumitomo Mitsui Trust Group
Japan
$800K 4,111 -1,596 -28%
LI
215
LMCG Investments
Massachusetts
$778K 3,999 – –
IEFM
216
IQ EQ Fund Management
Ireland
$777K 3,996 -72 -2%
KTA
217
Keeley-Teton Advisors
Illinois
$776K 3,988 -516 -11%
HighTower Advisors
218
HighTower Advisors
Illinois
$774K 3,974 +417 +12%
PA
219
Procyon Advisors
Connecticut
$771K 3,963 +13 +0.3%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$754K 3,874 -627 -14%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$734K 3,771 +219 +6%
SAM
222
Securian Asset Management
Minnesota
$708K 3,638 – –
A
223
AlphaQuest
New York
$696K 3,577 +3,577 New
CB
224
Commerce Bank
Missouri
$695K 3,572 -14 -0.4%
Osaic Holdings
225
Osaic Holdings
Arizona
$673K 3,460 -654 -16%
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