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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EP
201
Edgestream Partners
New Jersey
$1.03M 4,352 +2,972 +215%
Cerity Partners
202
Cerity Partners
New York
$1.02M 4,286 +4,286 New
SSA
203
Schonfeld Strategic Advisors
New York
$1M 4,223 -96,178 -96%
PF
204
Phoenix Financial
Israel
$990K 4,180 +4,180 New
OAM
205
Oppenheimer Asset Management
New York
$989K 4,164 +2,901 +230%
Sumitomo Mitsui Trust Group
206
Sumitomo Mitsui Trust Group
Japan
$974K 4,100 -11 -0.3%
VPIM
207
Vanguard Personalized Indexing Management
California
$954K 4,017 +1,488 +59%
Renaissance Technologies
208
Renaissance Technologies
New York
$950K 4,000 -28,200 -88%
HighTower Advisors
209
HighTower Advisors
Illinois
$949K 4,017 +43 +1%
KTA
210
Keeley-Teton Advisors
Illinois
$940K 3,956 -32 -0.8%
IEFM
211
IQ EQ Fund Management
Ireland
$938K 3,947 -49 -1%
Mackenzie Financial
212
Mackenzie Financial
Ontario, Canada
$926K 3,899 -240 -6%
SAG
213
SageView Advisory Group
California
$904K 15,603 +14,608 +1,468%
PA
214
Procyon Advisors
Connecticut
$904K 3,807 -156 -4%
CIBC Private Wealth Group
215
CIBC Private Wealth Group
Georgia
$892K 3,760 -11 -0.3%
CB
216
Commerce Bank
Missouri
$847K 3,564 -8 -0.2%
SAM
217
Securian Asset Management
Minnesota
$840K 3,538 -100 -3%
Mariner
218
Mariner
Kansas
$821K 3,457 +281 +9%
VI
219
Versor Investments
New York
$803K 3,379 -5,212 -61%
HCA
220
Harbor Capital Advisors
Illinois
$784K 3,299 +3,299 New
TC
221
TownSquare Capital
Utah
$782K 3,294 +165 +5%
MSRPS
222
Maryland State Retirement & Pension System
Maryland
$773K 3,367 – –
CIP
223
Cornerstone Investment Partners
Georgia
$772K 3,250 -28 -0.9%
CGH
224
Crossmark Global Holdings
Texas
$760K 3,196 -6,402 -67%
Prudential Financial
225
Prudential Financial
New Jersey
$706K 2,974 -3,519 -54%
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