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WEX
WEX

Overview Fund Activity

230 hedge funds and large institutions have $4.57B invested in WEX in 2015 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 84 reducing their positions, and 21 closing their positions.

Holders
230
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
6.2%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
28
Increased
85
Reduced
84
Closed
21
Calls
$34K
Puts
$519K
Net Calls
-$485K
Net Calls Change
-$817K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$53.4M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$223M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$45.9M
4
CIP
4
Champlain Investment Partners
Vermont
$170M
5
Goldman Sachs
5
Goldman Sachs
New York
$106M

Top Sellers

1
BFA
1
BlackRock Fund Advisors
California
$142M
2
State Street
2
State Street
Massachusetts
$116M
3
FCM
3
Frontier Capital Management
Massachusetts
$3.22M
4
CWAM
4
Columbia Wanger Asset Management
Illinois
$86.6M
5
TCM
5
TimesSquare Capital Management
New York
$134M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$426M 3,738,127 -38,332 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$291M 2,556,496 +15,793 +0.6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$223M 1,959,609 +444,460 +29%
CIP
4
Champlain Investment Partners
Vermont
$170M 1,492,685 +138,550 +10%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$165M 1,445,309 -43,004 -3%
BFA
6
BlackRock Fund Advisors
California
$142M 1,243,814 -624,883 -33%
Capital Research Global Investors
7
Capital Research Global Investors
California
$142M 1,242,074 – –
ACM
8
Atlanta Capital Management
Georgia
$135M 1,180,619 +65,520 +6%
TCM
9
TimesSquare Capital Management
New York
$134M 1,174,551 -206,500 -15%
Wells Fargo
10
Wells Fargo
California
$127M 1,111,257 +43,589 +4%
BIT
11
BlackRock Institutional Trust
California
$122M 1,067,473 -31,814 -3%
State Street
12
State Street
Massachusetts
$116M 1,020,445 -285,033 -22%
JHIU
13
Janus Henderson Investors US
Colorado
$108M 949,436 +84,011 +10%
Goldman Sachs
14
Goldman Sachs
New York
$106M 926,143 +102,757 +12%
William Blair & Company
15
William Blair & Company
Illinois
$104M 909,095 -4,692 -0.5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$104M 908,400 +13,200 +1%
CWAM
17
Columbia Wanger Asset Management
Illinois
$86.6M 759,716 -212,809 -22%
B
18
BloombergSen
Ontario, Canada
$85.2M 747,276 +6,317 +0.9%
BAMCO Inc
19
BAMCO Inc
New York
$84.8M 744,432 -1,264 -0.2%
DCM
20
Daruma Capital Management
New York
$76M 666,693 +14,965 +2%
Northern Trust
21
Northern Trust
Illinois
$73.9M 648,281 -19,051 -3%
LWCFA
22
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$67.3M 590,243 +6,673 +1%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$65.7M 576,776 -613 -0.1%
MC
24
MSD Capital
New York
$58.3M 511,969 – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$53.4M 468,201 +460,000 +5,609%
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