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WEX
WEX

Overview Fund Activity

227 hedge funds and large institutions have $4.79B invested in WEX in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 58 reducing their positions, and 38 closing their positions.

Holders
227
Holders Change
-12
Holders Change %
-5.02%
% of All Funds
5.67%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
28
Increased
110
Reduced
58
Closed
38
Calls
$4.01M
Puts
$8M
Net Calls
-$3.99M
Net Calls Change
-$8.38M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$331M
2
Citadel Advisors
2
Citadel Advisors
Florida
$108M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$368M
4
ACM
4
Atlanta Capital Management
Georgia
$313M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$128M

Top Sellers

1
WP
1
Warburg Pincus
New York
$268M
2
WRF
2
Waddell & Reed Financial
Kansas
$15.3M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$54.7M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$46.1M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$386K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M 3,582,404 +299,800 +9%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$368M 3,524,870 +701,688 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$337M 3,228,500 +153,106 +5%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$331M 3,171,873 +2,993,511 +1,678%
BlackRock
5
BlackRock
New York
$320M 3,065,817 +21,065 +0.7%
ACM
6
Atlanta Capital Management
Georgia
$313M 3,003,407 +471,018 +19%
WP
7
Warburg Pincus
New York
$268M 2,567,207 -1,283,603 -33%
CIP
8
Champlain Investment Partners
Vermont
$183M 1,759,626 +65,791 +4%
TCM
9
TimesSquare Capital Management
New York
$172M 1,653,414 +227,320 +16%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$160M 1,537,401 +165,575 +12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$128M 1,228,277 +352,040 +40%
Wells Fargo
12
Wells Fargo
California
$120M 1,151,173 -75,153 -6%
Citadel Advisors
13
Citadel Advisors
Florida
$108M 1,037,736 +970,854 +1,452%
State Street
14
State Street
Massachusetts
$107M 1,030,773 +23,312 +2%
LWCFA
15
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99.7M 917,182 +170,819 +23%
PCM
16
PAR Capital Management
Massachusetts
$67.8M 650,000 +159,000 +32%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$54.7M 524,300 -391,453 -43%
HIM
18
Hermes Investment Management
United Kingdom
$49.3M 472,566 -51,476 -10%
DCM
19
Daruma Capital Management
New York
$49M 469,489 -15,322 -3%
BAMCO Inc
20
BAMCO Inc
New York
$46.9M 450,000 – –
Victory Capital Management
21
Victory Capital Management
Texas
$46.5M 445,785 -31,089 -7%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$46.1M 442,271 -207,078 -32%
Bank of America
23
Bank of America
North Carolina
$44.1M 423,334 +34,982 +9%
Northern Trust
24
Northern Trust
Illinois
$42.9M 410,957 +12,891 +3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$42.8M 410,069 +1,000 +0.2%
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