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354 hedge funds and large institutions have $6.85B invested in WEX in 2022 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 115 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.2M

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.92% less ownership

Funds ownership: 98.81%97.89% (-0.92%)

5% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 121

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

3% less funds holding

Funds holding: 366354 (-12)

13% less capital invested

Capital invested by funds: $7.89B → $6.85B (-$1.04B)

Holders
354
Holders Change
-12
Holders Change %
-3.28%
% of All Funds
5.96%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
41
Increased
115
Reduced
121
Closed
45
Calls
$118M
Puts
$44.2M
Net Calls
+$73.6M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$667M +$14.7M +89,939 +2%
BlackRock
2
BlackRock
New York
$618M -$22.1M -134,796 -3%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$573M -$68M -415,237 -10%
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$568M +$50.3M +307,380 +9%
IC
5
Impactive Capital
New York
$331M +$28.5M +174,064 +9%
PCM
6
PAR Capital Management
Massachusetts
$281M +$16.7M +102,210 +6%
ACM
7
Atlanta Capital Management
Georgia
$256M -$904K -5,522 -0.3%
JP Morgan Chase
8
JP Morgan Chase
New York
$211M -$27.4M -167,099 -11%
State Street
9
State Street
Massachusetts
$184M -$1.86M -11,366 -1%
Primecap Management
10
Primecap Management
California
$179M -$10.9M -66,830 -5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$131M -$3.46M -21,120 -2%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$111M -$494K -3,018 -0.4%
Bessemer Group
13
Bessemer Group
New Jersey
$110M -$38M -231,875 -25%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$92.8M +$1.43M +8,747 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$91.1M +$25.6M +156,243 +36%
Bank of America
16
Bank of America
North Carolina
$90.9M +$6.51M +39,727 +7%
WP
17
Warburg Pincus
New York
$89.8M
ACM
18
Anomaly Capital Management
New York
$89M +$44M +268,871 +89%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$88.6M -$424K -2,592 -0.5%
Brown Advisory
20
Brown Advisory
Maryland
$86.3M +$7.26M +44,362 +9%
Federated Hermes
21
Federated Hermes
Pennsylvania
$83.5M -$2.57M -15,695 -3%
Morgan Stanley
22
Morgan Stanley
New York
$78M +$49.5M +302,089 +151%
Norges Bank
23
Norges Bank
Norway
$70.3M -$2.3M -14,030 -3%
Jennison Associates
24
Jennison Associates
New York
$65M +$17.8M +108,858 +35%
SIMG
25
Stephens Investment Management Group
Texas
$62.1M +$70.6K +431 +0.1%