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WEX
WEX

Overview Fund Activity

344 hedge funds and large institutions have $8.7B invested in WEX in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 113 increasing their positions, 119 reducing their positions, and 35 closing their positions.

Holders
344
Holders Change
+4
Holders Change %
+1.18%
% of All Funds
7.56%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
40
Increased
113
Reduced
119
Closed
35
Calls
$88.5M
Puts
$93.7M
Net Calls
-$5.16M
Net Calls Change
-$19.9M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$53.7M
2
WJWM
2
Williams Jones Wealth Management
New York
$48M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$235M
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$64.1M
5
CC
5
Carlson Capital
Texas
$31.9M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.2M
2
MCM
2
Moore Capital Management
New York
$0
3
JCM
3
Junto Capital Management
New York
$0
4
USAA
4
United Services Automobile Association
Texas
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$45.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$815M 4,034,050 +36,021 +0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$801M 3,961,800 -76,392 -2%
BlackRock
3
BlackRock
New York
$781M 3,864,887 -27,450 -0.7%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$726M 3,590,550 -28,333 -0.8%
ACM
5
Atlanta Capital Management
Georgia
$449M 2,220,593 -3,341 -0.2%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$304M 1,505,457 -39,792 -3%
Wells Fargo
7
Wells Fargo
California
$290M 1,437,300 +70,793 +5%
LWCFA
8
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$248M 1,225,759 +11,472 +0.9%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$235M 1,164,943 +195,538 +20%
State Street
10
State Street
Massachusetts
$207M 1,025,434 -13,450 -1%
FCM
11
Frontier Capital Management
Massachusetts
$194M 958,670 -1,439 -0.1%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$175M 865,108 +9,894 +1%
PCM
13
PAR Capital Management
Massachusetts
$147M 725,000 – –
TCM
14
TimesSquare Capital Management
New York
$133M 655,985 -38,172 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$110M 545,297 +74,734 +16%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$97.6M 482,760 +20,039 +4%
ESCM
17
Echo Street Capital Management
New York
$94.6M 468,274 -69,775 -13%
Federated Hermes
18
Federated Hermes
Pennsylvania
$93.6M 462,981 -64,290 -12%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$91.7M 454,024 -103,155 -19%
BAMCO Inc
20
BAMCO Inc
New York
$90.9M 450,000 – –
Geode Capital Management
21
Geode Capital Management
Massachusetts
$90M 445,249 +8,770 +2%
William Blair & Company
22
William Blair & Company
Illinois
$81.5M 403,400 -1,890 -0.5%
Invesco
23
Invesco
Georgia
$71.9M 355,924 +66,667 +23%
Northern Trust
24
Northern Trust
Illinois
$70.3M 347,762 -3,706 -1%
Brown Advisory
25
Brown Advisory
Maryland
$69.6M 344,323 +12,391 +4%
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