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WSFS Financial
WSFS

Overview Fund Activity

165 hedge funds and large institutions have $1.93B invested in WSFS Financial in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-9
Holders Change %
-5.17%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
17
Increased
48
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$184M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$51.6M
3
FCM
3
Frontier Capital Management
Massachusetts
$42.7M
4
KCM
4
Kennedy Capital Management
Missouri
$12.5M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$6.61M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$35.6M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$26.6M
4
State Street
4
State Street
Massachusetts
$55.1M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
101
Dynamic Technology Lab
Singapore
$451K +$451K +10,226 New
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$445K – – –
RHCA
103
Rosenthal Henry Capital Advisors
Indiana
$441K – – –
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$427K -$26.5K -601 -6%
PP
105
Palladium Partners
Virginia
$424K +$424K +9,000 New
SWM
106
SeaCrest Wealth Management
New York
$420K – – –
GHA
107
GW Henssler & Associates
Georgia
$410K +$410K +9,300 New
MA
108
Minerva Advisors
Pennsylvania
$397K -$2.12K -48 -0.5%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$395K +$106K +2,408 +37%
IA
110
Independence Advisors
Pennsylvania
$383K – – –
AA
111
ALPS Advisors
Colorado
$355K -$44.9K -1,017 -11%
FHB
112
First Hawaiian Bank
Hawaii
$350K – – –
DDC
113
DF Dent & Co
Maryland
$341K -$3M -68,187 -90%
AB
114
Amalgamated Bank
New York
$338K -$6.31K -143 -2%
FB
115
Fulton Bank
Pennsylvania
$327K -$109K -2,475 -25%
BTS
116
BB&T Securities
Virginia
$318K +$13.2K +300 +4%
XK
117
Xact Kapitalforvaltning
Sweden
$309K – – –
MWP
118
MYCIO Wealth Partners
Pennsylvania
$298K +$838 +19 +0.3%
EVM
119
Eaton Vance Management
Massachusetts
$291K – – –
HF
120
HRT Financial
New York
$285K +$285K +6,483 New
CIM
121
CIM Investment Management
Pennsylvania
$278K – – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$272K -$2.11K -48 -0.8%
RC
123
Roundview Capital
New Jersey
$267K – – –
WCA
124
Westover Capital Advisors
Delaware
$265K – – –
ProShare Advisors
125
ProShare Advisors
Maryland
$264K +$27.1K +614 +11%
3 4
5
6 7