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WEX
WEX

Overview Fund Activity

239 hedge funds and large institutions have $4.63B invested in WEX in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 92 increasing their positions, 77 reducing their positions, and 30 closing their positions.

Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
5.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
36
Increased
92
Reduced
77
Closed
30
Calls
$4.95M
Puts
$559K
Net Calls
+$4.39M
Net Calls Change
-$21.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$315M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$292M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$94.8M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$41.1M
5
ACM
5
Atlanta Capital Management
Georgia
$262M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$67.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$90.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$340M
4
Wells Fargo
4
Wells Fargo
California
$127M
5
EIP
5
Epoch Investment Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WP
1
Warburg Pincus
New York
$399M 3,850,810 -160,862 -4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$340M 3,282,604 -523,961 -14%
Vanguard Group
3
Vanguard Group
Pennsylvania
$318M 3,075,394 +137,427 +5%
BlackRock
4
BlackRock
New York
$315M 3,044,752 +3,024,760 +15,130%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$292M 2,823,182 +986,969 +54%
JHIU
6
Janus Henderson Investors US
Colorado
$288M 2,779,833 +25,708 +0.9%
ACM
7
Atlanta Capital Management
Georgia
$262M 2,532,389 +217,376 +9%
CIP
8
Champlain Investment Partners
Vermont
$175M 1,693,835 +121,155 +8%
TCM
9
TimesSquare Capital Management
New York
$148M 1,426,094 +46,695 +3%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$142M 1,371,826 -1,830 -0.1%
Wells Fargo
11
Wells Fargo
California
$127M 1,226,326 -275,964 -18%
State Street
12
State Street
Massachusetts
$104M 1,007,461 +5,768 +0.6%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$94.8M 915,753 +443,900 +94%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$90.7M 876,237 -564,640 -39%
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$77.2M 746,363 +6,902 +0.9%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$67.2M 649,349 -1,084,577 -63%
WRF
17
Waddell & Reed Financial
Kansas
$65.4M 632,020 +9,352 +2%
HIM
18
Hermes Investment Management
United Kingdom
$54.2M 524,042 +7,373 +1%
PCM
19
PAR Capital Management
Massachusetts
$50.8M 491,000 +21,000 +4%
DCM
20
Daruma Capital Management
New York
$50.2M 484,811 -64,111 -12%
Victory Capital Management
21
Victory Capital Management
Texas
$49.4M 476,874 -51,148 -10%
BAMCO Inc
22
BAMCO Inc
New York
$46.6M 450,000 – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$42.3M 409,069 +15,585 +4%
Northern Trust
24
Northern Trust
Illinois
$41.2M 398,066 +4,147 +1%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$41.1M 397,271 +378,856 +2,057%
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