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WSFS Financial
WSFS

Overview Fund Activity

154 hedge funds and large institutions have $1.15B invested in WSFS Financial in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-15
Holders Change %
-8.88%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
68
Reduced
54
Closed
23
Calls
$5K
Puts
$16K
Net Calls
-$11K
Net Calls Change
+$313K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$19.7M
2
Macquarie Group
2
Macquarie Group
Australia
$48.8M
3
Invesco
3
Invesco
Georgia
$31M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$7.31M
5
SCM
5
Stadium Capital Management
Connecticut
$12M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$45.4M
2
RA
2
Royce & Associates
New York
$3.58M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$118M
4
BlackRock
4
BlackRock
New York
$94.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$11.2M -$419K -15,538 -4%
KCM
27
Kennedy Capital Management
Missouri
$10.9M +$992K +36,788 +10%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$10.3M +$494K +18,300 +5%
RCAMU
29
Rothschild & Co Asset Management US
Connecticut
$9.06M +$1.99M +73,775 +28%
FWIA
30
Fort Washington Investment Advisors
Ohio
$9.02M +$149K +5,515 +2%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$8.97M -$419K -15,550 -4%
WCM
32
Wedge Capital Management
North Carolina
$8.83M +$81K +3,005 +0.9%
PCMF
33
Private Capital Management (Florida)
Florida
$7.76M +$2.46M +91,193 +46%
ZCM
34
Ziegler Capital Management
Illinois
$7.69M +$1.1M +40,614 +17%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$7.49M +$169K +6,348 +2%
WC
36
Walthausen & Co
New York
$7.38M +$772K +28,643 +12%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$7.31M +$4M +135,346 +121%
SAM
38
Skyline Asset Management
Illinois
$6.95M +$13.5K +500 +0.2%
ACB
39
Aristotle Capital Boston
Massachusetts
$6.58M +$542K +20,098 +9%
Bank of America
40
Bank of America
North Carolina
$6.04M -$148K -5,501 -2%
MAP
41
Moody Aldrich Partners
Massachusetts
$5.92M +$169K +6,250 +3%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$4.48M -$2.58M -95,531 -37%
NIMC
43
NWQ Investment Management Company
California
$4.21M +$1.52M +56,183 +56%
EC
44
EJF Capital
Virginia
$4.15M +$1.11M +41,337 +37%
RA
45
Royce & Associates
New York
$3.58M -$7.21M -267,325 -67%
First Trust Advisors
46
First Trust Advisors
Illinois
$3.57M +$2.29M +84,757 +178%
Wells Fargo
47
Wells Fargo
California
$3.39M -$330K -12,230 -9%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.2M +$157K +5,829 +5%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$3.16M -$3.08M -114,150 -49%
SEI Investments
50
SEI Investments
Pennsylvania
$3.12M +$383K +14,216 +14%
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