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WEX
WEX

Overview Fund Activity

439 hedge funds and large institutions have $7.29B invested in WEX in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 134 increasing their positions, 154 reducing their positions, and 56 closing their positions.

Holders
439
Holders Change
+20
Holders Change %
+4.77%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
83
Increased
134
Reduced
154
Closed
56
Calls
$92.1M
Puts
$2.8M
Net Calls
+$89.3M
Net Calls Change
+$10.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$253M
2
Morgan Stanley
2
Morgan Stanley
New York
$390M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$186M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$87.8M
5
DCP
5
Distillate Capital Partners
Illinois
$13.9M

Top Sellers

1
SIMG
1
Stephens Investment Management Group
Texas
$0
2
Deutsche Bank
2
Deutsche Bank
Germany
$4.17M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$2.16M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$733M 4,138,313 +49,732 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$709M 4,001,753 -107,026 -3%
BlackRock
3
BlackRock
New York
$659M 3,719,021 -136,544 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$480M 2,708,086 -74,515 -3%
Morgan Stanley
5
Morgan Stanley
New York
$390M 2,199,733 +243,537 +12%
IC
6
Impactive Capital
New York
$351M 1,978,704 -127,243 -6%
PCM
7
PAR Capital Management
Massachusetts
$326M 1,840,000 -10,000 -0.5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$253M 1,430,245 +328,533 +30%
State Street
9
State Street
Massachusetts
$219M 1,237,071 -31,688 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$186M 1,050,892 +199,008 +23%
LWCFA
11
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174M 914,250 +48,182 +6%
LAM
12
Lyrical Asset Management
New York
$153M 862,337 -21,592 -2%
Bessemer Group
13
Bessemer Group
New Jersey
$138M 776,420 +41,107 +6%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$124M 698,800 -567 -0.1%
RRAM
15
River Road Asset Management
Kentucky
$122M 686,201 +28,201 +4%
Brown Advisory
16
Brown Advisory
Maryland
$96.4M 544,206 -65,230 -11%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$87.8M 495,527 +126,663 +34%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$82.5M 465,844 -151,600 -25%
Bank of America
19
Bank of America
North Carolina
$82M 462,874 -147,807 -24%
Norges Bank
20
Norges Bank
Norway
$81.6M 460,918 +14,145 +3%
Primecap Management
21
Primecap Management
California
$73.4M 414,323 -26,717 -6%
Federated Hermes
22
Federated Hermes
Pennsylvania
$71.3M 402,365 +11,821 +3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$67.1M 378,969 +17,989 +5%
Charles Schwab
24
Charles Schwab
California
$59.8M 337,599 +2,859 +0.9%
Northern Trust
25
Northern Trust
Illinois
$58.1M 327,786 +38,969 +13%
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