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WSFS Financial
WSFS

Overview Fund Activity

150 hedge funds and large institutions have $1.05B invested in WSFS Financial in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
-9
Holders Change %
-5.66%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
57
Reduced
54
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$26M
2
RA
2
Royce & Associates
New York
$11.6M
3
MCM
3
Maltese Capital Management
New York
$8.91M
4
BlackRock
4
BlackRock
New York
$88.8M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$12.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$36.2M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$45.6M
3
Deutsche Bank
3
Deutsche Bank
Germany
$1.53M
4
Millennium Management
4
Millennium Management
New York
$5.4M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$9.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$93K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$93K +$26.5K +697 +40%
OAM
128
Oppenheimer Asset Management
New York
$81K +$81K +2,134 New
BOPW
129
Brandywine Oak Private Wealth
Pennsylvania
$60K +$60K +1,596 New
AAM
130
Advisors Asset Management
Colorado
$54K -$84.2K -2,235 -61%
PRC
131
Pearl River Capital
Michigan
$48K +$48K +1,278 New
LFA
132
Legacy Financial Advisors
Kentucky
$42K – – –
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$42K +$4.09K +108 +11%
PAM
134
Paradigm Asset Management
New York
$37.9K -$22.7K -600 -38%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$34K – – –
MWNA
136
Marshall Wace North America
New York
$33K +$33K +868 New
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$30K -$19.2K -514 -39%
AG
138
Advisor Group
Arizona
$30K +$7.86K +209 +35%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$28K +$8.35K +218 +42%
QCG
140
Quadrant Capital Group
Ohio
$18K – – –
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
FANJ
142
Financial Architects (New Jersey)
New Jersey
$15K – – –
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$14K -$828 -22 -6%
UBS Group
144
UBS Group
Switzerland
$9K -$17.6K -482 -66%
LC
145
Lindbrook Capital
California
$7K +$7K +192 New
TRCT
146
Tower Research Capital (TRC)
New York
$4K +$4K +106 New
PWMG
147
Prestige Wealth Management Group
New Jersey
$1K +$1K +18 New
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$1K +$1K +36 New
GT
149
Glenmede Trust
Pennsylvania
$201 +$2 +40 +0.8%
MPAM
150
Monarch Partners Asset Management
Massachusetts
– -$3.02M -63,960 Closed
4 5
6
7 8