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WSFS Financial
WSFS

Overview Fund Activity

188 hedge funds and large institutions have $1.99B invested in WSFS Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
76
Closed
19
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$170K

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$62.6M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$5.13M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.12M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$236M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$10.5M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$156M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$30.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$31M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$17.9M -$563K -12,074 -3%
State of Wisconsin Investment Board
27
State of Wisconsin Investment Board
Wisconsin
$14.9M – – –
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$14M +$3.11M +65,427 +29%
ZCM
29
Ziegler Capital Management
Illinois
$10.5M -$31.4M -240,769 -75%
Morgan Stanley
30
Morgan Stanley
New York
$9.12M +$3.46M +74,294 +61%
Bank of America
31
Bank of America
North Carolina
$7.96M -$5.68M -121,846 -42%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$7.73M -$79.6K -1,709 -1%
ACB
33
Aristotle Capital Boston
Massachusetts
$7.25M -$179K -3,837 -2%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$7.1M -$336K -7,208 -5%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$6.31M +$1.96M +42,001 +45%
Goldman Sachs
36
Goldman Sachs
New York
$6.21M +$2.11M +45,307 +51%
HAI
37
Hennessy Advisors Inc
California
$5.82M +$2.33M +50,000 +67%
Legal & General Group
38
Legal & General Group
United Kingdom
$5.8M -$1.5M -32,136 -21%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$5.7M +$371K +7,966 +7%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$5.13M +$5.13M +110,068 New
RBA
41
Richard Bernstein Advisors
New York
$4.93M – – –
Swiss National Bank
42
Swiss National Bank
Switzerland
$4.9M -$466K -10,000 -9%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.53M – – –
ECA
44
Endeavour Capital Advisors
Connecticut
$4.49M +$1.34M +28,731 +42%
PPA
45
Parametric Portfolio Associates
Washington
$4.24M +$446K +9,569 +12%
First Trust Advisors
46
First Trust Advisors
Illinois
$4.11M +$827K +17,747 +25%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$3.91M -$89.7K -1,926 -2%
Stifel Financial
48
Stifel Financial
Missouri
$3.38M -$660K -14,177 -16%
KCM
49
Kennedy Capital Management
Missouri
$3.36M +$28.7K +617 +0.9%
Voloridge Investment Management
50
Voloridge Investment Management
Florida
$3.26M -$1.01M -21,712 -24%
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