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WSFS Financial
WSFS

Overview Fund Activity

169 hedge funds and large institutions have $1.24B invested in WSFS Financial in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+17
Holders Change %
+11.18%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
33
Increased
72
Reduced
42
Closed
16
Calls
$652K
Puts
$976K
Net Calls
-$324K
Net Calls Change
+$202K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$40.3M
2
Jennison Associates
2
Jennison Associates
New York
$8.55M
3
WC
3
Walthausen & Co
New York
$7.03M
4
FCM
4
Frontier Capital Management
Massachusetts
$25.1M
5
PCMF
5
Private Capital Management (Florida)
Florida
$5.64M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.7M
2
Aberdeen Group
2
Aberdeen Group
United Kingdom
$0
3
EAM
3
Eagle Asset Management
Florida
$2.39M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$48.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
126
AlphaCrest Capital Management
New York
$290K +$290K +10,100 New
State Board of Administration of Florida Retirement System
127
State Board of Administration of Florida Retirement System
Florida
$289K – – –
SWM
128
SeaCrest Wealth Management
New York
$283K – – –
GHA
129
GW Henssler & Associates
Georgia
$267K -$48.9K -1,704 -15%
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$265K -$35.2K -1,225 -12%
ACP
131
Aviance Capital Partners
Florida
$262K +$262K +9,133 New
IA
132
Independence Advisors
Pennsylvania
$249K – – –
DRZID
133
DePrince Race & Zollo Inc (DRZ)
Florida
$243K -$497K -17,322 -67%
FHB
134
First Hawaiian Bank
Hawaii
$225K +$225K +7,855 New
DTL
135
Dynamic Technology Lab
Singapore
$224K +$224K +7,815 New
TA
136
Tiedemann Advisors
New York
$212K -$463K -16,170 -69%
IA
137
IndexIQ Advisors
New York
$205K -$14.5K -505 -7%
Janney Montgomery Scott
138
Janney Montgomery Scott
Pennsylvania
$204K +$204K +7,115 New
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$178K – – –
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$177K +$55.6K +1,935 +46%
TRCT
141
Tower Research Capital (TRC)
New York
$145K +$145K +5,051 New
AIP
142
Ameritas Investment Partners
Nebraska
$128K – – –
Canada Life
143
Canada Life
Manitoba, Canada
$126K +$739 +26 +0.6%
PAG
144
Private Advisor Group
New Jersey
$121K +$121K +4,222 New
PAM
145
Paradigm Asset Management
New York
$115K +$51.7K +1,800 +82%
Osaic Holdings
146
Osaic Holdings
Arizona
$99K +$95.3K +3,341 +2,590%
LWA
147
Lenox Wealth Advisors
New York
$98K +$431 +15 +0.4%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$96.3K -$1.22M -42,570 -93%
SIAP
149
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$86K – – –
AAM
150
Advisors Asset Management
Colorado
$64K +$64K +2,223 New
4 5
6
7 8