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WEX
WEX

Overview Fund Activity

415 hedge funds and large institutions have $8.53B invested in WEX in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 126 increasing their positions, 162 reducing their positions, and 45 closing their positions.

Holders
415
Holders Change
+6
Holders Change %
+1.47%
% of All Funds
6.09%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.13%
New
59
Increased
126
Reduced
162
Closed
45
Calls
$78.1M
Puts
$5.51M
Net Calls
+$72.6M
Net Calls Change
-$3.51M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$746M
2
KCM
2
Kodai Capital Management
Illinois
$49.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$607M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.9M
5
Millennium Management
5
Millennium Management
New York
$49.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$91.2M
3
Jennison Associates
3
Jennison Associates
New York
$85.9M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of America
5
Bank of America
North Carolina
$113M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$817M 4,199,017 +67,893 +2%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$796M 4,090,463 +19,207 +0.5%
BlackRock
3
BlackRock
New York
$747M 3,841,491 -5,861 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$746M 3,836,006 +1,974,189 +106%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$607M 3,122,500 +179,813 +6%
IC
6
Impactive Capital
New York
$410M 2,105,947 – –
PCM
7
PAR Capital Management
Massachusetts
$360M 1,850,000 -4,900 -0.3%
State Street
8
State Street
Massachusetts
$237M 1,220,003 +36,145 +3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$201M 1,033,136 -291,488 -22%
LWCFA
10
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$177M 866,363 +22,865 +3%
Bessemer Group
11
Bessemer Group
New Jersey
$142M 731,051 -13,245 -2%
RRAM
12
River Road Asset Management
Kentucky
$142M 727,456 -28,638 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$130M 668,983 +23,196 +4%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$125M 640,140 -28,437 -4%
Brown Advisory
15
Brown Advisory
Maryland
$120M 616,990 -3,091 -0.5%
Bank of America
16
Bank of America
North Carolina
$113M 582,899 -102,033 -15%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$91.2M 468,532 -155,525 -25%
Norges Bank
18
Norges Bank
Norway
$89.7M 461,294 -5,089 -1%
Primecap Management
19
Primecap Management
California
$88.5M 454,650 -20,440 -4%
Jennison Associates
20
Jennison Associates
New York
$85.9M 441,597 -116,550 -21%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$75M 385,267 +440 +0.1%
Federated Hermes
22
Federated Hermes
Pennsylvania
$72.4M 372,006 +28,782 +8%
SIMG
23
Stephens Investment Management Group
Texas
$70.8M 364,171 -6,000 -2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$65.8M 338,388 +7,867 +2%
Northern Trust
25
Northern Trust
Illinois
$64.5M 331,726 +3,996 +1%
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