WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

178 hedge funds and large institutions have $1.89B invested in WSFS Financial in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 7 closing their positions.

Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
55
Reduced
64
Closed
7
Calls
$400K
Puts
$386K
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$75.5M
2
Millennium Management
2
Millennium Management
New York
$8.51M
3
MAP
3
Moody Aldrich Partners
Massachusetts
$6.04M
4
KCM
4
Kennedy Capital Management
Missouri
$17.7M
5
Macquarie Group
5
Macquarie Group
Australia
$40.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$135M
2
FCM
2
Frontier Capital Management
Massachusetts
$24.8M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$46.5M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$95.1M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
DDC
126
DF Dent & Co
Maryland
$340K – – –
AA
127
ALPS Advisors
Colorado
$339K -$14.8K -336 -4%
Truist Financial
128
Truist Financial
North Carolina
$317K +$317K +7,207 New
XK
129
Xact Kapitalforvaltning
Sweden
$308K – – –
ProShare Advisors
130
ProShare Advisors
Maryland
$306K +$42.6K +970 +16%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$301K +$82.3K +1,872 +38%
BUB
132
BBVA USA Bancshares
Texas
$301K +$301K +6,852 New
Man Group
133
Man Group
United Kingdom
$300K -$478K -10,884 -61%
RJFSA
134
Raymond James Financial Services Advisors
Florida
$295K -$98.9K -2,249 -25%
EVM
135
Eaton Vance Management
Massachusetts
$290K – – –
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$272K – – –
RC
137
Roundview Capital
New Jersey
$267K – – –
WCM
138
Weld Capital Management
New York
$265K +$265K +6,029 New
WCA
139
Westover Capital Advisors
Delaware
$264K – – –
CC
140
Centiva Capital
New York
$249K +$249K +5,654 New
Bessemer Group
141
Bessemer Group
New Jersey
$248K +$247K +5,600 +20,000%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$242K +$242K +5,511 New
Jane Street
143
Jane Street
New York
$220K +$4.54K +103 +2%
Creative Planning
144
Creative Planning
Kansas
$203K – – –
MSL
145
Mackay Shields LLC
New York
$202K +$202K +4,600 New
AIP
146
Ameritas Investment Partners
Nebraska
$197K – – –
Canada Life
147
Canada Life
Manitoba, Canada
$192K +$192K +4,408 New
LWA
148
Lenox Wealth Advisors
New York
$149K +$397 +9 +0.3%
SIAP
149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$132K -$98.3K -2,250 -43%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$127K – – –
4 5
6
7 8