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WEX
WEX

Overview Fund Activity

405 hedge funds and large institutions have $7.69B invested in WEX in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 119 increasing their positions, 160 reducing their positions, and 46 closing their positions.

Holders
405
Holders Change
+4
Holders Change %
+1%
% of All Funds
6.39%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
52
Increased
119
Reduced
160
Closed
46
Calls
$54.7M
Puts
$1.53M
Net Calls
+$53.2M
Net Calls Change
+$1.25M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$145M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$740M
3
Goldman Sachs
3
Goldman Sachs
New York
$77.5M
4
RRAM
4
River Road Asset Management
Kentucky
$138M
5
PAM
5
Panagora Asset Management
Massachusetts
$24.3M

Top Sellers

1
Primecap Management
1
Primecap Management
California
$91M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M
3
Morgan Stanley
3
Morgan Stanley
New York
$346M
4
BlackRock
4
BlackRock
New York
$699M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$25.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$740M 4,066,700 +223,850 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$737M 4,048,022 -245,711 -6%
BlackRock
3
BlackRock
New York
$699M 3,839,078 -165,056 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$553M 3,037,865 -75,027 -2%
IC
5
Impactive Capital
New York
$383M 2,105,947 – –
Morgan Stanley
6
Morgan Stanley
New York
$346M 1,899,039 -199,244 -9%
PCM
7
PAR Capital Management
Massachusetts
$338M 1,854,000 -2,200 -0.1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$232M 1,271,727 -65,157 -5%
State Street
9
State Street
Massachusetts
$216M 1,185,825 -12,011 -1%
LWCFA
10
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$148M 815,485 +89,963 +12%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$145M 795,633 +268,027 +51%
RRAM
12
River Road Asset Management
Kentucky
$138M 759,090 +133,922 +21%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$128M 701,522 +25,184 +4%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$126M 691,327 -66,182 -9%
Brown Advisory
15
Brown Advisory
Maryland
$114M 624,465 -7,142 -1%
Bank of America
16
Bank of America
North Carolina
$113M 621,681 -144,857 -19%
Bessemer Group
17
Bessemer Group
New Jersey
$111M 611,197 +950 +0.2%
Jennison Associates
18
Jennison Associates
New York
$98.7M 542,350 -44,531 -8%
Primecap Management
19
Primecap Management
California
$91M 499,940 -247,600 -33%
Norges Bank
20
Norges Bank
Norway
$84.9M 466,383 +8,760 +2%
Goldman Sachs
21
Goldman Sachs
New York
$77.5M 425,832 +140,870 +49%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$73M 400,731 -24,170 -6%
SIMG
23
Stephens Investment Management Group
Texas
$66.9M 367,271 +8,542 +2%
Northern Trust
24
Northern Trust
Illinois
$60.5M 332,551 -10,203 -3%
Federated Hermes
25
Federated Hermes
Pennsylvania
$59.1M 324,653 -55,013 -14%
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