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WEX
WEX

Overview Fund Activity

401 hedge funds and large institutions have $7.87B invested in WEX in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 131 reducing their positions, and 24 closing their positions.

Holders
401
Holders Change
+39
Holders Change %
+10.77%
% of All Funds
6.42%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
66
Increased
148
Reduced
131
Closed
24
Calls
$56.8M
Puts
$4.91M
Net Calls
+$51.9M
Net Calls Change
-$25.9M

Top Buyers

1
LWCFA
1
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M
2
RG
2
Renaissance Group
Kentucky
$23.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$22.6M
4
ICM
4
Invenomic Capital Management
Massachusetts
$36.9M
5
FCM
5
Freshford Capital Management
New York
$16.6M

Top Sellers

1
WP
1
Warburg Pincus
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$572M
3
ACM
3
Anomaly Capital Management
New York
$0
4
Millennium Management
4
Millennium Management
New York
$28.8M
5
IC
5
Impactive Capital
New York
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$790M 4,293,733 +69,978 +2%
BlackRock
2
BlackRock
New York
$736M 4,004,134 +409 +0%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$707M 3,842,850 +15,664 +0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$572M 3,112,892 -319,286 -9%
IC
5
Impactive Capital
New York
$387M 2,105,947 -133,716 -6%
Morgan Stanley
6
Morgan Stanley
New York
$386M 2,098,283 +38,390 +2%
PCM
7
PAR Capital Management
Massachusetts
$341M 1,856,200 – –
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$246M 1,336,884 +39,312 +3%
State Street
9
State Street
Massachusetts
$220M 1,197,836 +20,091 +2%
Bank of America
10
Bank of America
North Carolina
$141M 766,538 +58,466 +8%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$139M 757,509 -50,882 -6%
Primecap Management
12
Primecap Management
California
$137M 747,540 -100,490 -12%
LWCFA
13
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$133M 725,522 +150,220 +26%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$124M 676,338 -9,514 -1%
Brown Advisory
15
Brown Advisory
Maryland
$116M 631,607 +3,775 +0.6%
RRAM
16
River Road Asset Management
Kentucky
$115M 625,168 +65,959 +12%
Bessemer Group
17
Bessemer Group
New Jersey
$112M 610,247 -73,132 -11%
Jennison Associates
18
Jennison Associates
New York
$108M 586,881 +14,867 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$97M 527,606 +67,986 +15%
Norges Bank
20
Norges Bank
Norway
$84.2M 457,623 +11,130 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$78.1M 424,901 -3,502 -0.8%
Federated Hermes
22
Federated Hermes
Pennsylvania
$69.8M 379,666 +2,151 +0.6%
SIMG
23
Stephens Investment Management Group
Texas
$66M 358,729 +46 +0%
Northern Trust
24
Northern Trust
Illinois
$63M 342,754 -5,294 -2%
Charles Schwab
25
Charles Schwab
California
$59.4M 322,872 +2,022 +0.6%
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