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WSFS Financial
WSFS

Overview Fund Activity

187 hedge funds and large institutions have $2.15B invested in WSFS Financial in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+21
Holders Change %
+12.65%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
48
Reduced
70
Closed
21
Calls
$642K
Puts
$528K
Net Calls
+$114K
Net Calls Change
+$93K

Top Buyers

1
BlackRock
1
BlackRock
New York
$349M
2
State Street
2
State Street
Massachusetts
$103M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$249M
4
CB
4
Cooke & Bieler
Pennsylvania
$29M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$39.7M

Top Sellers

1
RCAMU
1
Rothschild & Co Asset Management US
Connecticut
$10.7M
2
Jennison Associates
2
Jennison Associates
New York
$27.2M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$43.2M
4
KCM
4
Kennedy Capital Management
Missouri
$3.56M
5
FCM
5
Frontier Capital Management
Massachusetts
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$18.7M +$16.7M +334,669 +802%
ZCM
27
Ziegler Capital Management
Illinois
$16M -$31.7K -637 -0.2%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$15.9M -$1.01M -20,300 -6%
Bank of America
29
Bank of America
North Carolina
$14.6M +$3.79M +76,031 +35%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$11.5M -$1.28M -25,602 -10%
RCAMU
31
Rothschild & Co Asset Management US
Connecticut
$10.7M -$24.5M -491,471 -70%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$8.35M +$159K +3,200 +2%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$7.95M +$3.82M +76,626 +92%
ACB
34
Aristotle Capital Boston
Massachusetts
$7.94M -$4.26M -85,647 -35%
Legal & General Group
35
Legal & General Group
United Kingdom
$7.8M +$6.2M +124,559 +388%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$6.15M -$1.09M -21,867 -15%
Morgan Stanley
37
Morgan Stanley
New York
$6.05M +$3.31M +66,392 +121%
Swiss National Bank
38
Swiss National Bank
Switzerland
$5.74M +$34.9K +700 +0.6%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$5.72M +$12.5K +251 +0.2%
RBA
40
Richard Bernstein Advisors
New York
$5.26M – – –
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.84M +$4.84M +97,180 New
Wellington Management Group
42
Wellington Management Group
Massachusetts
$4.65M +$1.77M +35,610 +62%
CCM
43
Chicago Capital Management
Illinois
$4.6M +$4.6M +92,318 New
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$4.57M +$4.57M +91,772 New
Goldman Sachs
45
Goldman Sachs
New York
$4.38M -$484K -9,714 -10%
Stifel Financial
46
Stifel Financial
Missouri
$4.32M +$280K +5,621 +7%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$4.28M +$3.25M +65,355 +318%
SEI Investments
48
SEI Investments
Pennsylvania
$4.28M -$8.03M -163,004 -65%
PPA
49
Parametric Portfolio Associates
Washington
$4.05M +$887K +17,816 +28%
WCM
50
Wedge Capital Management
North Carolina
$3.79M -$10.4M -208,012 -73%
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