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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 %
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$775K -$49.1K -980 -6%
State of Tennessee, Department of Treasury
102
State of Tennessee, Department of Treasury
Tennessee
$767K -$326K -6,510 -30%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$726K – – –
Ensign Peak Advisors
104
Ensign Peak Advisors
Utah
$707K – – –
Handelsbanken Fonder
105
Handelsbanken Fonder
Sweden
$697K – – –
ASRS
106
Arizona State Retirement System
Arizona
$641K -$7.67K -153 -1%
RA
107
Royce & Associates
New York
$637K +$637K +12,713 New
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$635K -$85.9K -1,713 -12%
SM
109
Sciencast Management
New Jersey
$635K +$635K +11,900 New
ECM
110
ExodusPoint Capital Management
New York
$631K +$631K +12,583 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$625K -$7.68M -153,184 -92%
MWM
112
Modera Wealth Management
New Jersey
$621K +$60.9K +1,216 +11%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$614K -$15.2K -304 -2%
Victory Capital Management
114
Victory Capital Management
Texas
$600K +$751 +15 +0.1%
ProShare Advisors
115
ProShare Advisors
Maryland
$590K +$226K +4,511 +62%
Holocene Advisors
116
Holocene Advisors
New York
$549K +$161K +3,207 +41%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$538K -$31.6M -630,110 -98%
CSS
118
Cubist Systematic Strategies
Connecticut
$513K -$368K -7,340 -42%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$513K -$28.4K -567 -5%
PWA
120
Pillar Wealth Advisors
Pennsylvania
$503K +$503K +10,027 New
DTL
121
Dynamic Technology Lab
Singapore
$465K +$465K +9,270 New
Teacher Retirement System of Texas
122
Teacher Retirement System of Texas
Texas
$459K +$73.6K +1,470 +19%
LIG
123
Lokken Investment Group
Delaware
$417K – – –
Jane Street
124
Jane Street
New York
$392K +$392K +7,825 New
EVM
125
Eaton Vance Management
Massachusetts
$366K +$7.93K +158 +2%
3 4
5
6 7