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WSFS Financial
WSFS

Overview Fund Activity

154 hedge funds and large institutions have $1.15B invested in WSFS Financial in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 68 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-15
Holders Change %
-8.88%
% of All Funds
3.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
68
Reduced
54
Closed
23
Calls
$5K
Puts
$16K
Net Calls
-$11K
Net Calls Change
+$313K

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$19.7M
2
Macquarie Group
2
Macquarie Group
Australia
$48.8M
3
Invesco
3
Invesco
Georgia
$31M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$7.31M
5
SCM
5
Stadium Capital Management
Connecticut
$12M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$45.4M
2
RA
2
Royce & Associates
New York
$3.58M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$118M
4
BlackRock
4
BlackRock
New York
$94.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$164K -$2.7K -100 -2%
AAM
127
Advisors Asset Management
Colorado
$157K +$96.9K +3,585 +161%
AIP
128
Ameritas Investment Partners
Nebraska
$121K – – –
Canada Life
129
Canada Life
Manitoba, Canada
$112K -$6.89K -257 -6%
PAM
130
Paradigm Asset Management
New York
$108K – – –
Osaic Holdings
131
Osaic Holdings
Arizona
$102K +$8.39K +311 +9%
LWA
132
Lenox Wealth Advisors
New York
$92K +$376 +14 +0.4%
Citigroup
133
Citigroup
New York
$87K -$413K -15,355 -83%
SIAP
134
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$81K – – –
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$55K +$55K +2,050 New
FQ
136
First Quadrant
California
$27K – – –
HIA
137
Harbor Investment Advisory
Maryland
$26K +$15.7K +588 +153%
SO
138
STRS Ohio
Ohio
$24K +$13.3K +500 +125%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$22K +$7.33K +269 +50%
Simplex Trading
140
Simplex Trading
Illinois
$19K +$19K +739 New
Millennium Management
141
Millennium Management
New York
$13.3K +$5.5K +203,760 +71%
PA
142
Parallel Advisors
California
$7K – – –
CAW
143
Cornerstone Advisors (Washington)
Washington
$4K -$3.11K -116 -44%
CFN
144
Cordasco Financial Network
Florida
$4K – – –
LC
145
Lindbrook Capital
California
$2K – – –
APA
146
American Portfolios Advisors
New York
$1.83K +$1.83K +68 New
S
147
SignatureFD
Georgia
$1K -$194 -7 -16%
IA
148
IFP Advisors
Florida
$1K – – –
EI
149
Ellevest Inc
New York
$1K – – –
PCM
150
Penn Capital Management
Pennsylvania
– -$3.66M -127,339 Closed
3 4 5
6
7