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WEX
WEX

Overview Fund Activity

218 hedge funds and large institutions have $4.37B invested in WEX in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+5
Holders Change %
+2.35%
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
20
Increased
71
Reduced
88
Closed
13
Calls
$453K
Puts
$441K
Net Calls
+$12K
Net Calls Change
+$222K

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$112M
2
CCI
2
Columbus Circle Investors
$29.6M
3
CCM
3
Crestwood Capital Management
New York
$30M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$15.8M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$29.5M

Top Sellers

1
William Blair & Company
1
William Blair & Company
Illinois
$154M
2
Norges Bank
2
Norges Bank
Norway
$29.1M
3
TCM
3
TimesSquare Capital Management
New York
$164M
4
KAM
4
Keeley Asset Management
Illinois
$49.4M
5
ICOM
5
Investment Counselors of Maryland
Maryland
$10.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$406M 3,682,042 -92,145 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$265M 2,400,603 -1,614 -0.1%
BFA
3
BlackRock Fund Advisors
California
$186M 1,687,385 +10,555 +0.6%
TCM
4
TimesSquare Capital Management
New York
$164M 1,489,261 -241,340 -14%
William Blair & Company
5
William Blair & Company
Illinois
$154M 1,393,140 -279,379 -17%
State Street
6
State Street
Massachusetts
$144M 1,309,786 -26,313 -2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$134M 1,210,652 -17,534 -1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$128M 1,162,749 -72,500 -6%
BIT
9
BlackRock Institutional Trust
California
$118M 1,071,243 -45,217 -4%
ACM
10
Atlanta Capital Management
Georgia
$117M 1,064,558 -12,998 -1%
Capital Research Global Investors
11
Capital Research Global Investors
California
$112M 1,014,162 +773,162 +321%
ORI
12
Oak Ridge Investments
Illinois
$111M 1,003,990 -11,427 -1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$110M 993,400 -110,900 -10%
CIP
14
Champlain Investment Partners
Vermont
$98M 888,535 -7,625 -0.9%
B
15
BloombergSen
Ontario, Canada
$94.5M 856,268 – –
CWAM
16
Columbia Wanger Asset Management
Illinois
$84.6M 766,525 +57,600 +8%
Northern Trust
17
Northern Trust
Illinois
$75.8M 686,851 +8,927 +1%
FCM
18
Frontier Capital Management
Massachusetts
$74.8M 677,577 -11,370 -2%
DCM
19
Daruma Capital Management
New York
$74.5M 675,160 -5,656 -0.8%
BAMCO Inc
20
BAMCO Inc
New York
$71.7M 650,000 – –
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$65.2M 591,394 -56,247 -9%
Mawer Investment Management
22
Mawer Investment Management
Alberta, Canada
$65M 589,065 -52,735 -8%
JHIU
23
Janus Henderson Investors US
Colorado
$60.2M 545,905 -49,211 -8%
LWCFA
24
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59.3M 537,168 +3,309 +0.6%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$58.3M 528,758 +23,164 +5%
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