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WEX
WEX

Overview Fund Activity

207 hedge funds and large institutions have $3.85B invested in WEX in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 82 reducing their positions, and 17 closing their positions.

Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
6.01%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
22
Increased
66
Reduced
82
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$42.1M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$16.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$231M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$378M
5
BA
5
BlackRock Advisors
Delaware
$9.26M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
CIP
2
Champlain Investment Partners
Vermont
$48.6M
3
FCM
3
Frontier Capital Management
Massachusetts
$97.2M
4
MC
4
MSD Capital
New York
$56.8M
5
CM
5
Castleark Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$378M 3,813,102 +70,689 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$231M 2,336,076 +89,688 +4%
TCM
3
TimesSquare Capital Management
New York
$188M 1,898,801 -103,300 -5%
BFA
4
BlackRock Fund Advisors
California
$178M 1,796,299 +45,127 +3%
William Blair & Company
5
William Blair & Company
Illinois
$172M 1,733,000 +10,965 +0.6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$148M 1,499,000 +25,200 +2%
State Street
7
State Street
Massachusetts
$134M 1,352,484 -25,466 -2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$114M 1,152,268 +32,272 +3%
BIT
9
BlackRock Institutional Trust
California
$112M 1,132,373 +7,641 +0.7%
ACM
10
Atlanta Capital Management
Georgia
$104M 1,052,376 -21,043 -2%
FCM
11
Frontier Capital Management
Massachusetts
$97.2M 981,811 -241,599 -20%
ORI
12
Oak Ridge Investments
Illinois
$96.7M 976,875 -1,978 -0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$91.7M 926,089 +59,297 +7%
B
14
BloombergSen
Ontario, Canada
$91.3M 862,905 +18,095 +2%
DCM
15
Daruma Capital Management
New York
$87.3M 881,599 -6,601 -0.7%
Northern Trust
16
Northern Trust
Illinois
$76.2M 769,161 -11,674 -1%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$71M 717,400 +5,400 +0.8%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$67.9M 685,950 -4,645 -0.7%
KAM
19
Keeley Asset Management
Illinois
$66.5M 671,846 -42,225 -6%
BAMCO Inc
20
BAMCO Inc
New York
$64.4M 650,000 – –
BTW
21
Boston Trust Walden
Massachusetts
$63.3M 639,232 -62,181 -9%
CWAM
22
Columbia Wanger Asset Management
Illinois
$59.1M 597,000 – –
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$56.8M 574,055 +11,805 +2%
MC
24
MSD Capital
New York
$56.8M 573,620 -220,755 -28%
CIP
25
Champlain Investment Partners
Vermont
$48.6M 490,560 -335,880 -41%
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