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WEX
WEX

Overview Fund Activity

341 hedge funds and large institutions have $6.16B invested in WEX in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 115 increasing their positions, 110 reducing their positions, and 45 closing their positions.

Holders
341
Holders Change
+11
Holders Change %
+3.33%
% of All Funds
5.27%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
60
Increased
115
Reduced
110
Closed
45
Calls
$9.62M
Puts
$21.1M
Net Calls
-$11.5M
Net Calls Change
+$25.7M

Top Buyers

1
HVCM
1
HG Vora Capital Management
New York
$70.2M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$553M
3
Ameriprise
3
Ameriprise
Minnesota
$67.9M
4
IC
4
Impactive Capital
New York
$154M
5
PCM
5
PAR Capital Management
Massachusetts
$239M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$332M
2
WA
2
Wasatch Advisors
Utah
$0
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$178M
4
AIM
4
Artemis Investment Management
United Kingdom
$24.6M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$551K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$571M 4,064,575 -130,290 -3%
BlackRock
2
BlackRock
New York
$570M 4,057,826 +140,304 +4%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$553M 3,936,664 +452,321 +13%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$475M 3,385,731 +15,347 +0.5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$332M 2,367,421 -962,446 -29%
ACM
6
Atlanta Capital Management
Georgia
$313M 2,231,519 -286,489 -11%
PCM
7
PAR Capital Management
Massachusetts
$239M 1,703,190 +303,190 +22%
Primecap Management
8
Primecap Management
California
$180M 1,280,730 +161,100 +14%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$178M 1,270,782 -705,550 -36%
State Street
10
State Street
Massachusetts
$161M 1,148,652 +21,691 +2%
IC
11
Impactive Capital
New York
$154M 1,098,827 +380,659 +53%
Bessemer Group
12
Bessemer Group
New Jersey
$127M 902,393 +227,848 +34%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$100M 713,383 +105,214 +17%
Federated Hermes
14
Federated Hermes
Pennsylvania
$85.2M 606,692 -16,789 -3%
WP
15
Warburg Pincus
New York
$81M 577,254 – –
Fidelity Investments
16
Fidelity Investments
Massachusetts
$79.4M 565,322 +38,849 +7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$77.5M 551,695 +12,744 +2%
HVCM
18
HG Vora Capital Management
New York
$70.2M 500,000 +500,000 New
Ameriprise
19
Ameriprise
Minnesota
$67.9M 551,593 +475,450 +624%
Brown Advisory
20
Brown Advisory
Maryland
$66.7M 474,848 +22,869 +5%
Goldman Sachs
21
Goldman Sachs
New York
$65.3M 465,036 +260,250 +127%
Norges Bank
22
Norges Bank
Norway
$60.5M 431,269 -14,586 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$59.4M 423,431 +9,089 +2%
SIMG
24
Stephens Investment Management Group
Texas
$55.3M 393,745 -345 -0.1%
Northern Trust
25
Northern Trust
Illinois
$51.9M 369,917 -4,986 -1%
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