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WEX
WEX

Overview Fund Activity

358 hedge funds and large institutions have $9.45B invested in WEX in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 116 increasing their positions, 128 reducing their positions, and 45 closing their positions.

Holders
358
Holders Change
+7
Holders Change %
+1.99%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
55
Increased
116
Reduced
128
Closed
45
Calls
$108M
Puts
$32.8M
Net Calls
+$75M
Net Calls Change
+$28.2M

Top Buyers

1
AIM
1
Artemis Investment Management
United Kingdom
$119M
2
Primecap Management
2
Primecap Management
California
$118M
3
IC
3
Impactive Capital
New York
$70.9M
4
JCM
4
Junto Capital Management
New York
$56.4M
5
Select Equity Group
5
Select Equity Group
New York
$43.7M

Top Sellers

1
AAMU
1
Amundi Asset Management US
Massachusetts
$20.4M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$829M
3
ACM
3
Atlanta Capital Management
Georgia
$529M
4
Invesco
4
Invesco
Georgia
$23.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$867M 4,141,672 +71,438 +2%
BlackRock
2
BlackRock
New York
$836M 3,993,728 +154,575 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$829M 3,962,652 -265,982 -6%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$693M 3,314,553 +138,639 +4%
ACM
5
Atlanta Capital Management
Georgia
$529M 2,529,187 -246,989 -9%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$498M 2,382,335 -62,537 -3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$379M 1,813,593 +12,927 +0.7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$374M 1,789,400 -47,146 -3%
Wells Fargo
9
Wells Fargo
California
$240M 1,147,797 +58,788 +5%
State Street
10
State Street
Massachusetts
$213M 1,016,142 +5,195 +0.5%
PCM
11
PAR Capital Management
Massachusetts
$209M 1,000,000 – –
Bessemer Group
12
Bessemer Group
New Jersey
$206M 984,959 +28,247 +3%
WA
13
Wasatch Advisors
Utah
$138M 658,327 +68,817 +12%
WP
14
Warburg Pincus
New York
$121M 577,254 – –
AIM
15
Artemis Investment Management
United Kingdom
$119M 569,947 +569,947 New
Primecap Management
16
Primecap Management
California
$118M 566,350 +566,350 New
Geode Capital Management
17
Geode Capital Management
Massachusetts
$110M 527,421 -2,584 -0.5%
Federated Hermes
18
Federated Hermes
Pennsylvania
$107M 512,658 +92,328 +22%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$101M 481,586 +25,222 +6%
LWCFA
20
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$93.2M 445,298 -15,910 -3%
Norges Bank
21
Norges Bank
Norway
$91.5M 437,538 +9,866 +2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$88.6M 423,680 -114,910 -21%
Brown Advisory
23
Brown Advisory
Maryland
$87.8M 419,678 +11,731 +3%
Westfield Capital Management
24
Westfield Capital Management
Massachusetts
$86.4M 412,828 -12,010 -3%
SIMG
25
Stephens Investment Management Group
Texas
$83.6M 399,676 +39,846 +11%
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