WEX icon

WEX
WEX

Overview Fund Activity

346 hedge funds and large institutions have $7.24B invested in WEX in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 117 increasing their positions, 117 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
7.11%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
77
Increased
117
Reduced
117
Closed
64
Calls
$56.6M
Puts
$62.2M
Net Calls
-$5.65M
Net Calls Change
-$6.61M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$361M
2
KCM
Kensico Capital Management
Connecticut
$100M
3
ACM
Atlanta Capital Management
Georgia
$502M
4
DZ Bank
DZ Bank
Germany
$89.3M
5
Invesco
Invesco
Georgia
$67.8M

Top Sellers

1
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111M
2
EAM
Eagle Asset Management
Florida
$0
3
SCM
Steadfast Capital Management
New York
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$322M
5
Citadel Advisors
Citadel Advisors
Florida
$5.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$678M -$6.16M -37,339 -0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$668M -$8.69M -52,634 -1%
BlackRock
3
BlackRock
New York
$636M -$10.5M -63,877 -2%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$552M -$12.6M -76,164 -2%
ACM
5
Atlanta Capital Management
Georgia
$502M +$83M +503,245 +20%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$361M +$109M +658,302 +43%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$322M -$43M -260,668 -12%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$276M +$19.2M +116,087 +7%
State Street
9
State Street
Massachusetts
$171M +$286K +1,735 +0.2%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$144M -$4.14M -25,076 -3%
Bessemer Group
11
Bessemer Group
New Jersey
$141M +$47.5M +288,104 +51%
Wells Fargo
12
Wells Fargo
California
$137M +$5.64M +34,178 +4%
PCM
13
PAR Capital Management
Massachusetts
$132M – – –
LWCFA
14
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111M -$76.6M -464,109 -41%
KCM
15
Kensico Capital Management
Connecticut
$100M +$100M +608,000 New
Fidelity Investments
16
Fidelity Investments
Massachusetts
$89.9M -$5.77M -34,983 -6%
DZ Bank
17
DZ Bank
Germany
$89.3M +$73.7M +446,498 +473%
ESCM
18
Echo Street Capital Management
New York
$84.4M -$14.9M -90,542 -15%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$81.9M +$3.07M +18,630 +4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$77.7M -$24.1M -145,861 -24%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$74.4M +$17.1M +103,848 +30%
Invesco
22
Invesco
Georgia
$67.8M +$55.4M +335,938 +449%
Norges Bank
23
Norges Bank
Norway
$63.1M +$21.3M +129,297 +51%
BAMCO Inc
24
BAMCO Inc
New York
$61.9M -$4.13M -25,000 -6%
Federated Hermes
25
Federated Hermes
Pennsylvania
$61.8M -$12.4M -75,044 -17%
1
2 3 4 5