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WEX
WEX

Overview Fund Activity

419 hedge funds and large institutions have $9.91B invested in WEX in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 115 increasing their positions, 172 reducing their positions, and 47 closing their positions.

Holders
419
Holders Change
+4
Holders Change %
+0.96%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
56
Increased
115
Reduced
172
Closed
47
Calls
$89.2M
Puts
$10.1M
Net Calls
+$79.1M
Net Calls Change
+$6.47M

Top Buyers

1
LAM
1
Lyrical Asset Management
New York
$210M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$262M
3
Deutsche Bank
3
Deutsche Bank
Germany
$53.2M
4
PCM
4
Penserra Capital Management
California
$15.4M
5
VA
5
Vident Advisory
Georgia
$13.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$465M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$661M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$202M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$8.35M
5
JAM
5
Jupiter Asset Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$976M 4,108,779 -90,238 -2%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$971M 4,088,581 -1,882 -0%
BlackRock
3
BlackRock
New York
$916M 3,855,565 +14,074 +0.4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$661M 2,782,601 -339,899 -11%
IC
5
Impactive Capital
New York
$500M 2,105,947 – –
Morgan Stanley
6
Morgan Stanley
New York
$465M 1,956,196 -1,879,810 -49%
PCM
7
PAR Capital Management
Massachusetts
$439M 1,850,000 – –
State Street
8
State Street
Massachusetts
$301M 1,268,759 +48,756 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$262M 1,101,712 +633,180 +135%
LAM
10
Lyrical Asset Management
New York
$210M 883,929 +883,929 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$202M 851,884 -181,252 -18%
LWCFA
12
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200M 866,068 -295 -0%
Bessemer Group
13
Bessemer Group
New Jersey
$175M 735,313 +4,262 +0.6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$166M 699,367 +30,384 +5%
RRAM
15
River Road Asset Management
Kentucky
$156M 658,000 -69,456 -10%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$147M 617,444 -22,696 -4%
Bank of America
17
Bank of America
North Carolina
$145M 610,681 +27,782 +5%
Brown Advisory
18
Brown Advisory
Maryland
$145M 609,436 -7,554 -1%
Norges Bank
19
Norges Bank
Norway
$106M 446,773 -14,521 -3%
Primecap Management
20
Primecap Management
California
$105M 441,040 -13,610 -3%
Federated Hermes
21
Federated Hermes
Pennsylvania
$92.8M 390,544 +18,538 +5%
Jennison Associates
22
Jennison Associates
New York
$90.5M 380,873 -60,724 -14%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$87.6M 368,864 +30,476 +9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$85.7M 360,980 -24,287 -6%
Charles Schwab
25
Charles Schwab
California
$79.5M 334,740 +6,657 +2%
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