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WEX
WEX

Overview Fund Activity

348 hedge funds and large institutions have $8.75B invested in WEX in 2021 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 120 increasing their positions, 114 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-10
Holders Change %
-2.79%
% of All Funds
6.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
120
Reduced
114
Closed
53
Calls
$67M
Puts
$48.9M
Net Calls
+$18.1M
Net Calls Change
-$56.9M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$616M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$425M
3
Primecap Management
3
Primecap Management
California
$155M
4
IC
4
Impactive Capital
New York
$108M
5
DZ Bank
5
DZ Bank
Germany
$78M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$48.5M
2
Wells Fargo
2
Wells Fargo
California
$75M
3
TCG
3
Tremblant Capital Group
Florida
$0
4
JCM
4
Junto Capital Management
New York
$0
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$817M 4,214,201 +72,529 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$762M 3,931,392 -31,260 -0.8%
BlackRock
3
BlackRock
New York
$761M 3,924,503 -69,225 -2%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$646M 3,330,542 +15,989 +0.5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$616M 3,176,463 +794,128 +33%
ACM
6
Atlanta Capital Management
Georgia
$489M 2,522,880 -6,307 -0.2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$425M 2,191,811 +378,218 +21%
PCM
8
PAR Capital Management
Massachusetts
$223M 1,150,000 +150,000 +15%
State Street
9
State Street
Massachusetts
$217M 1,118,348 +102,206 +10%
Bessemer Group
10
Bessemer Group
New Jersey
$213M 1,097,783 +112,824 +11%
Primecap Management
11
Primecap Management
California
$155M 799,764 +233,414 +41%
AIM
12
Artemis Investment Management
United Kingdom
$149M 768,073 +198,126 +35%
WA
13
Wasatch Advisors
Utah
$123M 631,941 -26,386 -4%
Federated Hermes
14
Federated Hermes
Pennsylvania
$113M 583,681 +71,023 +14%
WP
15
Warburg Pincus
New York
$112M 577,254 – –
IC
16
Impactive Capital
New York
$108M 554,532 +215,611 +64%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$104M 535,256 +7,835 +1%
Westfield Capital Management
18
Westfield Capital Management
Massachusetts
$91.1M 469,648 +56,820 +14%
Brown Advisory
19
Brown Advisory
Maryland
$88.3M 455,520 +35,842 +9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$87.8M 452,707 -28,879 -6%
LWCFA
21
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$86.8M 447,616 +2,318 +0.5%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$79.5M 409,948 +63,774 +18%
DZ Bank
23
DZ Bank
Germany
$78M 402,343 +205,183 +104%
SIMG
24
Stephens Investment Management Group
Texas
$76.6M 394,982 -4,694 -1%
Wells Fargo
25
Wells Fargo
California
$75M 387,013 -760,784 -66%
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