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353 hedge funds and large institutions have $6.09B invested in WEX in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 112 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more call options, than puts

Call options by funds: $98.2M | Put options by funds: $37.6M

10.71% more ownership

Funds ownership: 97.89%108.6% (+11%)

2% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 48

0% less funds holding

Funds holding: 354353 (-1)

11% less capital invested

Capital invested by funds: $6.85B → $6.09B (-$757M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 134

Holders
353
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
6.08%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
49
Increased
112
Reduced
134
Closed
48
Calls
$98.2M
Puts
$37.6M
Net Calls
+$60.6M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$969M +$626M +3,979,509 +109%
Vanguard Group
2
Vanguard Group
Pennsylvania
$539M -$5.75M -36,559 -0.9%
BlackRock
3
BlackRock
New York
$500M -$5.49M -34,948 -0.9%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$421M -$58.1M -369,327 -10%
IC
5
Impactive Capital
New York
$274M +$4.43M +28,189 +1%
PCM
6
PAR Capital Management
Massachusetts
$235M +$6.71M +42,700 +2%
ACM
7
Atlanta Capital Management
Georgia
$209M -$236K -1,501 -0.1%
JP Morgan Chase
8
JP Morgan Chase
New York
$164M -$10.9M -69,520 -5%
State Street
9
State Street
Massachusetts
$150M +$152K +967 +0.1%
Primecap Management
10
Primecap Management
California
$139M -$8.94M -56,900 -5%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$104M -$3.59M -22,869 -3%
Millennium Management
12
Millennium Management
New York
$93M +$53.2M +338,591 +86%
Bessemer Group
13
Bessemer Group
New Jersey
$89.6M -$677K -4,310 -0.6%
Bank of America
14
Bank of America
North Carolina
$88.2M +$17.4M +110,771 +19%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$86.3M +$17.3M +110,231 +19%
ACM
16
Anomaly Capital Management
New York
$73.8M +$1.37M +8,696 +2%
WP
17
Warburg Pincus
New York
$73.3M
Fidelity Investments
18
Fidelity Investments
Massachusetts
$72.8M -$3.58M -22,781 -4%
Brown Advisory
19
Brown Advisory
Maryland
$70.8M +$409K +2,603 +0.5%
Jennison Associates
20
Jennison Associates
New York
$62.3M +$11.5M +73,000 +17%
Morgan Stanley
21
Morgan Stanley
New York
$59.1M -$5.68M -36,108 -7%
Norges Bank
22
Norges Bank
Norway
$55.9M -$1.87M -11,892 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$55.2M -$23.7M -150,860 -26%
LWCFA
24
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54.1M +$6.04M +38,439 +10%
Federated Hermes
25
Federated Hermes
Pennsylvania
$53.2M -$18.4M -117,158 -22%