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WEX
WEX

Overview Fund Activity

426 hedge funds and large institutions have $7.06B invested in WEX in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 119 increasing their positions, 171 reducing their positions, and 58 closing their positions.

Holders
426
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
5.67%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
65
Increased
119
Reduced
171
Closed
58
Calls
$91.4M
Puts
$2.12M
Net Calls
+$89.3M
Net Calls Change
-$16.7M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$359M
2
Norges Bank
2
Norges Bank
Norway
$80.5M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$35.4M
4
UBS Group
4
UBS Group
Switzerland
$36.3M
5
AI
5
Ariel Investments
Illinois
$55.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$145M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$206M
3
TCM
3
TimesSquare Capital Management
New York
$0
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$849K
5
Brown Advisory
5
Brown Advisory
Maryland
$48.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$710M 4,052,379 -111,299 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$662M 3,777,965 -69,343 -2%
BlackRock
3
BlackRock
New York
$635M 3,622,888 -19,489 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$385M 2,197,304 -70,696 -3%
IC
5
Impactive Capital
New York
$371M 2,116,618 -54,647 -3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$359M 2,046,614 +1,052,087 +106%
PCM
7
PAR Capital Management
Massachusetts
$324M 1,850,000 – –
State Street
8
State Street
Massachusetts
$218M 1,245,059 +4,106 +0.3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$206M 1,175,117 -380,390 -24%
LWCFA
10
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$163M 883,495 -26,494 -3%
EARNEST Partners
11
EARNEST Partners
Georgia
$153M 872,734 +8,780 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$145M 828,990 -1,778,170 -68%
LAM
13
Lyrical Asset Management
New York
$144M 823,434 +3,190 +0.4%
RRAM
14
River Road Asset Management
Kentucky
$127M 725,842 +5,377 +0.7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$119M 678,331 -14,966 -2%
Bank of America
16
Bank of America
North Carolina
$118M 670,406 +83,564 +14%
Bessemer Group
17
Bessemer Group
New Jersey
$114M 648,548 -137,423 -17%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$106M 602,693 +18,331 +3%
SEI Investments
19
SEI Investments
Pennsylvania
$84.4M 481,490 +23,859 +5%
Norges Bank
20
Norges Bank
Norway
$80.5M 459,361 +459,361 New
Federated Hermes
21
Federated Hermes
Pennsylvania
$70.7M 403,089 -10,406 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$65.6M 374,359 +30,395 +9%
Northern Trust
23
Northern Trust
Illinois
$62.8M 358,371 +51,617 +17%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$62.6M 357,297 -48,021 -12%
AI
25
Ariel Investments
Illinois
$55.8M 318,272 +168,832 +113%
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