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WEX
WEX

Overview Fund Activity

264 hedge funds and large institutions have $6.74B invested in WEX in 2017 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 86 increasing their positions, 87 reducing their positions, and 13 closing their positions.

Holders
264
Holders Change
+44
Holders Change %
+20%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.23%
New
57
Increased
86
Reduced
87
Closed
13
Calls
$16.9M
Puts
$17.2M
Net Calls
-$323K
Net Calls Change
-$1.75M

Top Buyers

1
FCM
1
Frontier Capital Management
Massachusetts
$66.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$160M
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$60.1M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$268M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$165M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$52.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$38.2M
3
LCM
3
Laurion Capital Management
New York
$438K
4
Deutsche Bank
4
Deutsche Bank
Germany
$36.6M
5
WP
5
Warburg Pincus
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$581M 4,117,015 -28,964 -0.7%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$570M 4,037,771 -134,609 -3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$530M 3,753,393 -239,929 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$496M 3,515,243 +65,526 +2%
BlackRock
5
BlackRock
New York
$461M 3,266,378 +89,537 +3%
ACM
6
Atlanta Capital Management
Georgia
$440M 3,113,640 -46,019 -1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$268M 1,895,630 +225,776 +14%
TCM
8
TimesSquare Capital Management
New York
$227M 1,607,033 -70,580 -4%
CIP
9
Champlain Investment Partners
Vermont
$171M 1,207,825 -51,400 -4%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$165M 1,170,728 +174,698 +18%
State Street
11
State Street
Massachusetts
$164M 1,159,853 +106,529 +10%
Wells Fargo
12
Wells Fargo
California
$162M 1,147,661 -157,996 -12%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$160M 1,135,173 +429,996 +61%
LWCFA
14
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$138M 979,252 +7,883 +0.8%
PCM
15
PAR Capital Management
Massachusetts
$96.7M 685,000 +25,000 +4%
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$92.3M 653,760 +158,500 +32%
HIM
17
Hermes Investment Management
United Kingdom
$67.3M 476,322 +19,720 +4%
FCM
18
Frontier Capital Management
Massachusetts
$66.7M 472,212 +472,212 New
BAMCO Inc
19
BAMCO Inc
New York
$63.6M 450,000 – –
DCM
20
Daruma Capital Management
New York
$60.6M 428,755 -30,405 -7%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$60.1M 425,483 +425,483 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$59.8M 423,453 -5,077 -1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$58M 410,618 -44,737 -10%
Bank of America
24
Bank of America
North Carolina
$57.7M 408,248 -166,824 -29%
SIMG
25
Stephens Investment Management Group
Texas
$57.4M 406,501 -8,079 -2%
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