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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
EGM
201
Engineers Gate Manager
New York
$771K 3,678 -4,833 -57%
KTA
202
Keeley-Teton Advisors
Illinois
$771K 3,677 -154 -4%
Mariner
203
Mariner
Kansas
$767K 3,657 -251 -6%
CB
204
Commerce Bank
Missouri
$760K 3,624 +60 +2%
Prudential Financial
205
Prudential Financial
New Jersey
$758K 3,612 +789 +28%
TI
206
Tidal Investments
Wisconsin
$755K 3,600 -1,726 -32%
ProShare Advisors
207
ProShare Advisors
Maryland
$751K 3,582 +1,606 +81%
GCP
208
GSA Capital Partners
United Kingdom
$740K 3,529 -1,196 -25%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$731K 3,485 +2,291 +192%
EP
210
Edgestream Partners
New Jersey
$727K 3,464 +3,464 New
Cerity Partners
211
Cerity Partners
New York
$707K 3,372 -289 -8%
First Trust Advisors
212
First Trust Advisors
Illinois
$690K 3,288 -85,268 -96%
CGH
213
Crossmark Global Holdings
Texas
$675K 3,218 +572 +22%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$673K 3,208 -669 -17%
SAM
215
Securian Asset Management
Minnesota
$670K 3,195 -147 -4%
FHB
216
First Hawaiian Bank
Hawaii
$664K 3,167 +3,167 New
VI
217
Vestcor Inc
New Brunswick, Canada
$628K 2,992 – –
PWG
218
Portside Wealth Group
Utah
$618K 2,948 +12 +0.4%
IMRF
219
Illinois Municipal Retirement Fund
Illinois
$615K 2,931 – –
TRCT
220
Tower Research Capital (TRC)
New York
$613K 2,921 +1,469 +101%
FT
221
Fiduciary Trust
Massachusetts
$609K 2,905 – –
IEFM
222
IQ EQ Fund Management
Ireland
$602K 2,869 -106 -4%
SEC
223
Seven Eight Capital
New York
$601K 2,866 -4,062 -59%
US Bancorp
224
US Bancorp
Minnesota
$596K 2,840 -65 -2%
HWAM
225
Hennion & Walsh Asset Management
New Jersey
$595K 2,837 +348 +14%
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