WEX icon

WEX
WEX

Overview Fund Activity

340 hedge funds and large institutions have $8.97B invested in WEX in 2019 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 120 increasing their positions, 113 reducing their positions, and 40 closing their positions.

Holders
340
Holders Change
+3
Holders Change %
+0.89%
% of All Funds
7.4%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
49
Increased
120
Reduced
113
Closed
40
Calls
$53.3M
Puts
$38.6M
Net Calls
+$14.7M
Net Calls Change
+$18.2M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$57.5M
2
Invesco
2
Invesco
Georgia
$60.2M
3
ACM
3
Atlanta Capital Management
Georgia
$463M
4
MCM
4
Moore Capital Management
New York
$41.6M
5
JCM
5
Junto Capital Management
New York
$41.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$50.5M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$322M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$753M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$198M
5
DCM
5
Daruma Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$840M 4,038,192 -49,573 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M 3,998,029 +10,763 +0.3%
BlackRock
3
BlackRock
New York
$810M 3,892,337 +56,101 +1%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$753M 3,618,883 -190,211 -5%
ACM
5
Atlanta Capital Management
Georgia
$463M 2,223,934 +211,481 +11%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$322M 1,545,249 -243,825 -14%
Wells Fargo
7
Wells Fargo
California
$284M 1,366,507 +8,735 +0.6%
LWCFA
8
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253M 1,214,287 +9,644 +0.8%
State Street
9
State Street
Massachusetts
$216M 1,038,884 +16,613 +2%
FCM
10
Frontier Capital Management
Massachusetts
$200M 960,109 -15,966 -2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$198M 969,405 -171,978 -15%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$178M 855,214 -4,355 -0.5%
PCM
13
PAR Capital Management
Massachusetts
$151M 725,000 – –
TCM
14
TimesSquare Capital Management
New York
$144M 694,157 +136,900 +25%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$116M 557,179 -27,267 -5%
ESCM
16
Echo Street Capital Management
New York
$112M 538,049 -32,014 -6%
Federated Hermes
17
Federated Hermes
Pennsylvania
$110M 527,271 +109,584 +26%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$97.9M 470,563 +2,384 +0.5%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$96.3M 462,721 -21,015 -4%
BAMCO Inc
20
BAMCO Inc
New York
$93.6M 450,000 – –
Geode Capital Management
21
Geode Capital Management
Massachusetts
$90.8M 436,479 +15,680 +4%
William Blair & Company
22
William Blair & Company
Illinois
$84.3M 405,290 +18,266 +5%
Bank of America
23
Bank of America
North Carolina
$75.7M 363,573 +31,074 +9%
Northern Trust
24
Northern Trust
Illinois
$73.1M 351,468 -74 -0%
Brown Advisory
25
Brown Advisory
Maryland
$69.1M 331,932 +2,464 +0.7%
1
2 3 4 5