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WEX
WEX

Overview Fund Activity

427 hedge funds and large institutions have $8.73B invested in WEX in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 131 increasing their positions, 151 reducing their positions, and 73 closing their positions.

Holders
427
Holders Change
-12
Holders Change %
-2.73%
% of All Funds
6.18%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
62
Increased
131
Reduced
151
Closed
73
Calls
$109M
Puts
$3.27M
Net Calls
+$106M
Net Calls Change
+$16.8M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$181M
2
SEI Investments
2
SEI Investments
Pennsylvania
$96M
3
SM
3
Sunriver Management
Connecticut
$55.5M
4
IC
4
Impactive Capital
New York
$455M
5
AI
5
Ariel Investments
Illinois
$31.3M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M
3
Jennison Associates
3
Jennison Associates
New York
$37.3M
4
Primecap Management
4
Primecap Management
California
$61.2M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$547M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$873M 4,163,678 +25,365 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$807M 3,847,308 -154,445 -4%
BlackRock
3
BlackRock
New York
$764M 3,642,377 -76,644 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$547M 2,607,160 -100,926 -4%
Morgan Stanley
5
Morgan Stanley
New York
$476M 2,268,000 +68,267 +3%
IC
6
Impactive Capital
New York
$455M 2,171,265 +192,561 +10%
PCM
7
PAR Capital Management
Massachusetts
$388M 1,850,000 +10,000 +0.5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$326M 1,555,507 +125,262 +9%
State Street
9
State Street
Massachusetts
$260M 1,240,953 +3,882 +0.3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$209M 994,527 -56,365 -5%
EARNEST Partners
11
EARNEST Partners
Georgia
$181M 863,954 +863,954 New
LAM
12
Lyrical Asset Management
New York
$172M 820,244 -42,093 -5%
Bessemer Group
13
Bessemer Group
New Jersey
$165M 785,971 +9,551 +1%
LWCFA
14
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$165M 909,989 -4,261 -0.5%
RRAM
15
River Road Asset Management
Kentucky
$151M 720,465 +34,264 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$145M 693,297 -5,503 -0.8%
Bank of America
17
Bank of America
North Carolina
$123M 586,842 +123,968 +27%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$123M 584,362 +88,835 +18%
Brown Advisory
19
Brown Advisory
Maryland
$108M 512,630 -31,576 -6%
SEI Investments
20
SEI Investments
Pennsylvania
$96M 457,631 +403,993 +753%
Federated Hermes
21
Federated Hermes
Pennsylvania
$86.7M 413,495 +11,130 +3%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$85M 405,318 -60,526 -13%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$72.1M 343,964 -35,005 -9%
Ameriprise
24
Ameriprise
Minnesota
$70.1M 334,295 +18,369 +6%
Charles Schwab
25
Charles Schwab
California
$65.9M 314,438 -23,161 -7%
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