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WEX
WEX

Overview Fund Activity

330 hedge funds and large institutions have $7.92B invested in WEX in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 105 increasing their positions, 136 reducing their positions, and 42 closing their positions.

Holders
330
Holders Change
-18
Holders Change %
-5.17%
% of All Funds
5.8%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
105
Reduced
136
Closed
42
Calls
$11.2M
Puts
$48.4M
Net Calls
-$37.2M
Net Calls Change
-$55.3M

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$107M
2
Primecap Management
2
Primecap Management
California
$197M
3
PCM
3
PAR Capital Management
Massachusetts
$247M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$92.7M
5
IC
5
Impactive Capital
New York
$126M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$614M
2
Bessemer Group
2
Bessemer Group
New Jersey
$119M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$348M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$49.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$739M 4,194,865 -19,336 -0.5%
BlackRock
2
BlackRock
New York
$690M 3,917,522 -6,981 -0.2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$614M 3,484,343 -447,049 -11%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$594M 3,370,384 +39,842 +1%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$587M 3,329,867 +153,404 +5%
ACM
6
Atlanta Capital Management
Georgia
$444M 2,518,008 -4,872 -0.2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$348M 1,976,332 -215,479 -10%
PCM
8
PAR Capital Management
Massachusetts
$247M 1,400,000 +250,000 +22%
State Street
9
State Street
Massachusetts
$199M 1,126,961 +8,613 +0.8%
Primecap Management
10
Primecap Management
California
$197M 1,119,630 +319,866 +40%
AIM
11
Artemis Investment Management
United Kingdom
$151M 855,299 +87,226 +11%
IC
12
Impactive Capital
New York
$126M 718,168 +163,636 +30%
Bessemer Group
13
Bessemer Group
New Jersey
$119M 674,545 -423,238 -39%
WA
14
Wasatch Advisors
Utah
$111M 629,059 -2,882 -0.5%
Federated Hermes
15
Federated Hermes
Pennsylvania
$110M 623,481 +39,800 +7%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$107M 608,169 +430,260 +242%
WP
17
Warburg Pincus
New York
$102M 577,254 – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$94.9M 538,951 +3,695 +0.7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$92.7M 526,473 +168,248 +47%
DZ Bank
20
DZ Bank
Germany
$80.1M 454,606 +52,263 +13%
Brown Advisory
21
Brown Advisory
Maryland
$79.6M 451,979 -3,541 -0.8%
Norges Bank
22
Norges Bank
Norway
$78.5M 445,855 +59,136 +15%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$75.8M 431,401 +63,859 +17%
LWCFA
24
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$74.3M 421,770 -25,846 -6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$73M 414,342 -38,365 -8%
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