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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 %
Swiss National Bank
51
Swiss National Bank
Switzerland
$3.1M – – –
Prudential Financial
52
Prudential Financial
New Jersey
$3.08M -$49.4K -1,830 -2%
Comerica Bank
53
Comerica Bank
Texas
$2.9M +$63.7K +1,990 +2%
GC
54
Guggenheim Capital
Illinois
$2.75M -$2.3M -85,353 -46%
Hotchkis & Wiley Capital Management
55
Hotchkis & Wiley Capital Management
California
$2.43M +$167K +6,190 +7%
Stifel Financial
56
Stifel Financial
Missouri
$2.15M +$31.5K +1,168 +1%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$2.14M -$364K -13,486 -15%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$2.13M -$754K -27,934 -26%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.04M – – –
State of New Jersey Common Pension Fund D
60
State of New Jersey Common Pension Fund D
New Jersey
$2.03M -$3.21K -119 -0.2%
Franklin Resources
61
Franklin Resources
California
$1.99M +$2.29K +85 +0.1%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$1.98M +$83.9K +3,113 +4%
SCP
63
Siena Capital Partners
Illinois
$1.87M – – –
VCA
64
Verdence Capital Advisors
Maryland
$1.83M – – –
PPA
65
Parametric Portfolio Associates
Washington
$1.75M +$97K +3,599 +6%
UBS AM
66
UBS AM
Illinois
$1.7M +$311K +11,522 +22%
SCA
67
Stieven Capital Advisors
Missouri
$1.62M +$1.62M +60,000 New
Wellington Management Group
68
Wellington Management Group
Massachusetts
$1.54M -$882K -32,694 -36%
CS
69
Credit Suisse
Switzerland
$1.45M -$10.5K -389 -0.7%
MAM
70
Martingale Asset Management
Massachusetts
$1.42M -$542K -20,100 -28%
AWM
71
AE Wealth Management
Kansas
$1.35M – – –
JIC
72
Johnson Investment Counsel
Ohio
$1.35M +$427K +15,830 +46%
US Bancorp
73
US Bancorp
Minnesota
$1.09M +$690K +25,594 +172%
Principal Financial Group
74
Principal Financial Group
Iowa
$1.08M +$511K +18,957 +89%
Deutsche Bank
75
Deutsche Bank
Germany
$1.07M -$1.13M -41,940 -51%
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