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WSFS Financial
WSFS

Overview Fund Activity

201 hedge funds and large institutions have $2.22B invested in WSFS Financial in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
79
Reduced
53
Closed
18
Calls
$311K
Puts
$5K
Net Calls
+$306K
Net Calls Change
+$362K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M
3
Brown Advisory
3
Brown Advisory
Maryland
$43.3M
4
State Street
4
State Street
Massachusetts
$112M
5
Ameriprise
5
Ameriprise
Minnesota
$43.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$538K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$885K
3
Millennium Management
3
Millennium Management
New York
$3.42M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$75.3M
5
ECA
5
Endeavour Capital Advisors
Connecticut
$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$16.7M -$7.18M -143,300 -30%
Morgan Stanley
27
Morgan Stanley
New York
$13.7M +$2.35M +46,986 +21%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$13.6M -$1.88M -37,500 -12%
ZCM
29
Ziegler Capital Management
Illinois
$12.4M -$611K -12,184 -5%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$12M +$408K +8,140 +4%
Bank of America
31
Bank of America
North Carolina
$9.94M +$1.07M +21,270 +12%
Legal & General Group
32
Legal & General Group
United Kingdom
$8.74M +$971K +19,365 +12%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$7.69M +$966K +19,276 +14%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$7.64M +$7.64M +152,504 New
Deutsche Bank
35
Deutsche Bank
Germany
$7.61M +$6.06M +120,901 +392%
ACB
36
Aristotle Capital Boston
Massachusetts
$7.38M -$430K -8,577 -6%
HAI
37
Hennessy Advisors Inc
California
$7.37M +$752K +15,000 +11%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$6.84M +$131K +2,623 +2%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.68M +$1.86M +37,140 +39%
ECA
40
Endeavour Capital Advisors
Connecticut
$6.36M -$8.4M -167,641 -57%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$5.78M +$5.45M +108,224 +1,677%
JAM
42
Jacobs Asset Management
New York
$5.26M +$5.26M +105,000 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$5.25M -$30.1K -600 -0.6%
Prudential Financial
44
Prudential Financial
New Jersey
$5.23M +$1.28M +25,484 +32%
PPA
45
Parametric Portfolio Associates
Washington
$5.1M +$67.7K +1,351 +1%
American Century Companies
46
American Century Companies
Missouri
$5.06M +$4.08M +81,458 +420%
First Trust Advisors
47
First Trust Advisors
Illinois
$4.67M -$34.2K -682 -0.7%
BGIM
48
Brandywine Global Investment Management
Pennsylvania
$3.83M – – –
SG Americas Securities
49
SG Americas Securities
New York
$3.82M +$1.54M +30,719 +68%
SCP
50
Siena Capital Partners
Illinois
$3.47M – – –
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