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WEX
WEX

Overview Fund Activity

241 hedge funds and large institutions have $5.09B invested in WEX in 2016 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 84 reducing their positions, and 27 closing their positions.

Holders
241
Holders Change
+12
Holders Change %
+5.24%
% of All Funds
6.03%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
41
Increased
77
Reduced
84
Closed
27
Calls
$27M
Puts
$814K
Net Calls
+$26.2M
Net Calls Change
-$1.87M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$69.5M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$205M
3
JHIU
3
Janus Henderson Investors US
Colorado
$307M
4
Victory Capital Management
4
Victory Capital Management
Texas
$58.9M
5
Millennium Management
5
Millennium Management
New York
$20.9M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$194M
2
Wells Fargo
2
Wells Fargo
California
$168M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$425M
4
TCM
4
TimesSquare Capital Management
New York
$154M
5
Ameriprise
5
Ameriprise
Minnesota
$11.7M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
1
Warburg Pincus
New York
$448M 4,011,672 – –
Wellington Management Group
2
Wellington Management Group
Massachusetts
$425M 3,806,565 -213,841 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$328M 2,937,967 +97,155 +3%
JHIU
4
Janus Henderson Investors US
Colorado
$307M 2,754,125 +371,145 +16%
ACM
5
Atlanta Capital Management
Georgia
$258M 2,315,013 +47,796 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$205M 1,836,213 +453,440 +33%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$194M 1,733,926 -462,107 -21%
CIP
8
Champlain Investment Partners
Vermont
$176M 1,572,680 +25,070 +2%
Wells Fargo
9
Wells Fargo
California
$168M 1,502,290 -287,000 -16%
BFA
10
BlackRock Fund Advisors
California
$165M 1,480,119 +65,650 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$161M 1,440,877 -108,698 -7%
TCM
12
TimesSquare Capital Management
New York
$154M 1,379,399 -201,085 -13%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$153M 1,373,656 +116,361 +9%
BIT
14
BlackRock Institutional Trust
California
$129M 1,154,578 +21,836 +2%
State Street
15
State Street
Massachusetts
$112M 1,001,693 +5,197 +0.5%
LWCFA
16
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$82.5M 739,461 +584 +0.1%
WRF
17
Waddell & Reed Financial
Kansas
$69.5M 622,668 +479,808 +336%
DCM
18
Daruma Capital Management
New York
$61.3M 548,922 -355 -0.1%
Victory Capital Management
19
Victory Capital Management
Texas
$58.9M 528,022 +265,880 +101%
HIM
20
Hermes Investment Management
United Kingdom
$57.7M 516,669 +21,487 +4%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$52.7M 471,853 +70,311 +18%
PCM
22
PAR Capital Management
Massachusetts
$52.5M 470,000 +35,000 +8%
BAMCO Inc
23
BAMCO Inc
New York
$50.2M 450,000 – –
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$47M 421,413 -2,568 -0.6%
Northern Trust
25
Northern Trust
Illinois
$44M 393,919 -26,080 -6%
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