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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 %
Franklin Resources
76
Franklin Resources
California
$1.73M -$1.81K -36 -0.1%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$1.51M -$76.1K -1,520 -5%
VCA
78
Verdence Capital Advisors
Maryland
$1.5M – – –
AIG
79
American International Group
New York
$1.5M +$22.7K +453 +2%
AB
80
Amalgamated Bank
New York
$1.49M +$354K +7,056 +31%
CAM
81
Congress Asset Management
Massachusetts
$1.48M +$401 +8 +0%
DCM
82
Dupont Capital Management
Delaware
$1.47M -$1.17M -23,247 -44%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$1.45M +$232K +4,637 +19%
UBS Group
84
UBS Group
Switzerland
$1.42M +$1.09M +21,775 +331%
SEI Investments
85
SEI Investments
Pennsylvania
$1.42M -$133K -2,648 -9%
AAM
86
Advisors Asset Management
Colorado
$1.38M +$158K +3,151 +13%
MSRPS
87
Maryland State Retirement & Pension System
Maryland
$1.31M +$371K +7,400 +40%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$1.23M +$273K +5,452 +29%
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$1.15M +$5.01K +100 +0.4%
SM
90
Salzhauer Michael
$1.15M – – –
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$1.04M -$275K -5,493 -21%
Assenagon Asset Management
92
Assenagon Asset Management
Luxembourg
$1.01M -$4.32M -86,098 -81%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$1M +$301K +6,000 +43%
Allspring Global Investments
94
Allspring Global Investments
North Carolina
$979K +$979K +19,540 New
LAM
95
Lountzis Asset Management
Pennsylvania
$952K – – –
VOYA Investment Management
96
VOYA Investment Management
Georgia
$939K -$333K -6,634 -26%
OPERF
97
Oregon Public Employees Retirement Fund
Oregon
$921K -$40.1K -800 -4%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$885K -$13.5M -264,951 -94%
WG
99
Winton Group
United Kingdom
$831K +$831K +16,585 New
MIM
100
MetLife Investment Management
New Jersey
$806K – – –
2 3
4
5 6