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WSFS Financial
WSFS

Overview Fund Activity

169 hedge funds and large institutions have $1.24B invested in WSFS Financial in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
72
Reduced
42
Closed
16
Calls
$652K
Puts
$976K
Net Calls
-$324K
Net Calls Change
+$202K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$40.3M
2
Jennison Associates
2
Jennison Associates
New York
$8.55M
3
WC
3
Walthausen & Co
New York
$7.03M
4
FCM
4
Frontier Capital Management
Massachusetts
$25.1M
5
PCMF
5
Private Capital Management (Florida)
Florida
$5.64M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.7M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
EAM
3
Eagle Asset Management
Florida
$2.39M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$48.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
101
Principal Financial Group
Iowa
$608K -$70.5K -2,456 -10%
RHCA
102
Rosenthal Henry Capital Advisors
Indiana
$574K – – –
American Century Companies
103
American Century Companies
Missouri
$574K +$574K +20,006 New
LAM
104
Lountzis Asset Management
Pennsylvania
$545K +$545K +19,000 New
HSBC Holdings
105
HSBC Holdings
United Kingdom
$536K -$366K -12,764 -41%
Citigroup
106
Citigroup
New York
$534K +$84K +2,924 +19%
Jane Street
107
Jane Street
New York
$457K +$457K +15,938 New
MLICM
108
Metropolitan Life Insurance Company (MetLife)
New York
$441K – – –
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$434K +$17.8K +622 +4%
US Bancorp
110
US Bancorp
Minnesota
$426K +$114K +3,981 +37%
Victory Capital Management
111
Victory Capital Management
Texas
$393K -$258K -8,992 -40%
AG
112
Aperio Group
California
$384K +$132K +4,589 +52%
JPMPWA
113
J.P. Morgan Private Wealth Advisors
California
$381K +$381K +13,287 New
PP
114
Paloma Partners
Connecticut
$363K +$363K +12,639 New
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$356K +$356K +12,396 New
ET
116
Equitable Trust
Tennessee
$355K +$355K +12,370 New
ECM
117
ExodusPoint Capital Management
New York
$344K +$344K +11,975 New
BC
118
Brinker Capital
Pennsylvania
$340K +$70.7K +2,465 +26%
PI
119
PEAK6 Investments
Illinois
$336K +$108K +3,781 +48%
ASRS
120
Arizona State Retirement System
Arizona
$334K +$230 +8 +0.1%
SFM
121
Systematic Financial Management
New Jersey
$333K -$7.03K -245 -2%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$328K +$243K +8,945 +287%
HF
123
HRT Financial
New York
$328K +$328K +11,440 New
Handelsbanken Fonder
124
Handelsbanken Fonder
Sweden
$304K +$304K +10,605 New
BUB
125
BBVA USA Bancshares
Texas
$295K +$295K +10,289 New
3 4
5
6 7