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WSFS Financial
WSFS

Overview Fund Activity

152 hedge funds and large institutions have $1.07B invested in WSFS Financial in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 52 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-26
Holders Change %
-14.61%
% of All Funds
3.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
53
Reduced
52
Closed
41
Calls
$278K
Puts
$804K
Net Calls
-$526K
Net Calls Change
-$540K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$12.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.2M
3
EAM
3
Eagle Asset Management
Florida
$16.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$84.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$122M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.6M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$0
3
ECA
3
Endeavour Capital Advisors
Connecticut
$1.83M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.95M
5
SCA
5
Stieven Capital Advisors
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIAP
126
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$75K – – –
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$74K -$178K -7,498 -71%
PAM
128
Paradigm Asset Management
New York
$54.8K – – –
MAM
129
Meeder Asset Management
Ohio
$33K – – –
FMT
130
First Mercantile Trust
Tennessee
$33K +$1.47K +60 +5%
FC
131
FORA Capital
Florida
$33K +$33K +1,313 New
OAM
132
Oppenheimer Asset Management
New York
$31K -$2.39K -95 -7%
KFI
133
Key Financial Inc
Pennsylvania
$30K +$30K +1,204 New
FANJ
134
Financial Architects (New Jersey)
New Jersey
$26K – – –
FQ
135
First Quadrant
California
$25K – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$9K -$162K -6,484 -95%
PA
137
Parallel Advisors
California
$6K – – –
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$6K +$6K +233 New
HIA
139
Harbor Investment Advisory
Maryland
$6K +$6K +251 New
QCG
140
Quadrant Capital Group
Ohio
$4K -$8.68K -330 -68%
First Manhattan
141
First Manhattan
New York
$4K – – –
S
142
SignatureFD
Georgia
$4K +$3.3K +123 +473%
CFN
143
Cordasco Financial Network
Florida
$3K – – –
Osaic Holdings
144
Osaic Holdings
Arizona
$3K +$3K +129 New
LC
145
Lindbrook Capital
California
$2K -$2.68K -110 -57%
SPIA
146
Steward Partners Investment Advisory
New York
$2K – – –
CAW
147
Cornerstone Advisors (Washington)
Washington
$2K +$2K +79 New
VCM
148
Versant Capital Management
Arizona
$1K -$338 -24 -25%
GC
149
Globeflex Capital
California
$1K – – –
EI
150
Ellevest Inc
New York
$1K +$1K +50 New
4 5
6
7 8