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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 %
ASRS
101
Arizona State Retirement System
Arizona
$412K +$98.3K +3,647 +31%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$408K -$97K -3,587 -19%
JPMPWA
103
J.P. Morgan Private Wealth Advisors
California
$390K +$31.4K +1,165 +9%
Citadel Advisors
104
Citadel Advisors
Florida
$384K -$397K -14,722 -51%
HF
105
HRT Financial
New York
$378K +$70K +2,599 +23%
Victory Capital Management
106
Victory Capital Management
Texas
$328K -$41.5K -1,537 -11%
AG
107
Aperio Group
California
$323K -$38.4K -1,422 -11%
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$316K +$226K +8,379 +250%
BCI
109
Brinker Capital Investments
Pennsylvania
$313K +$313K +11,590 New
ECA
110
Endeavour Capital Advisors
Connecticut
$307K -$466K -17,291 -60%
ET
111
Equitable Trust
Tennessee
$302K -$31.4K -1,165 -9%
PP
112
Paloma Partners
Connecticut
$292K -$48.3K -1,794 -14%
Handelsbanken Fonder
113
Handelsbanken Fonder
Sweden
$286K – – –
State Board of Administration of Florida Retirement System
114
State Board of Administration of Florida Retirement System
Florida
$275K +$3.5K +130 +1%
ACP
115
Aviance Capital Partners
Florida
$268K +$21.3K +789 +9%
SWM
116
SeaCrest Wealth Management
New York
$267K +$891 +33 +0.3%
BUB
117
BBVA USA Bancshares
Texas
$262K -$15.2K -564 -5%
GHA
118
GW Henssler & Associates
Georgia
$254K +$3.37K +125 +1%
IA
119
Independence Advisors
Pennsylvania
$234K – – –
UBS Group
120
UBS Group
Switzerland
$225K -$430K -15,915 -66%
CSS
121
Cubist Systematic Strategies
Connecticut
$222K +$222K +8,244 New
OR
122
Olympiad Research
Connecticut
$222K +$222K +8,245 New
FHB
123
First Hawaiian Bank
Hawaii
$213K +$1.29K +48 +0.6%
IA
124
IndexIQ Advisors
New York
$203K +$11K +409 +6%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$166K – – –
3 4
5
6 7