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WSFS Financial
WSFS

Overview Fund Activity

166 hedge funds and large institutions have $1.87B invested in WSFS Financial in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+12
Holders Change %
+7.79%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
27
Increased
54
Reduced
64
Closed
12
Calls
$515K
Puts
$494K
Net Calls
+$21K
Net Calls Change
+$32K

Top Buyers

1
RCAMU
1
Rothschild & Co Asset Management US
Connecticut
$31.7M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$15.5M
3
Jennison Associates
3
Jennison Associates
New York
$45.4M
4
BlackRock
4
BlackRock
New York
$169M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$50.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.39M
2
SCM
2
Stadium Capital Management
Connecticut
$4.52M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$9.46M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$55.8M
5
Millennium Management
5
Millennium Management
New York
$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
SeaCrest Wealth Management
New York
$313K -$131K -2,918 -30%
EVM
127
Eaton Vance Management
Massachusetts
$296K +$296K +6,600 New
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$292K +$292K +6,502 New
ACM
129
AlphaCrest Capital Management
New York
$282K +$282K +6,291 New
WCA
130
Westover Capital Advisors
Delaware
$269K +$269K +6,000 New
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$262K +$262K +5,843 New
Northwestern Mutual Wealth Management
132
Northwestern Mutual Wealth Management
Wisconsin
$251K -$21.7K -484 -8%
RJFSA
133
Raymond James Financial Services Advisors
Florida
$244K +$244K +5,430 New
Teacher Retirement System of Texas
134
Teacher Retirement System of Texas
Texas
$210K +$210K +4,671 New
DDC
135
DF Dent & Co
Maryland
$201K +$201K +4,469 New
AIP
136
Ameritas Investment Partners
Nebraska
$189K -$11.9K -265 -6%
Canada Life
137
Canada Life
Manitoba, Canada
$187K – – –
TRCT
138
Tower Research Capital (TRC)
New York
$174K -$1.59M -35,322 -90%
LWA
139
Lenox Wealth Advisors
New York
$154K +$449 +10 +0.3%
Osaic Holdings
140
Osaic Holdings
Arizona
$144K -$26.6K -590 -16%
PI
141
PEAK6 Investments
Illinois
$141K +$141K +3,142 New
SIAP
142
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$136K – – –
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$88K -$4.51K -100 -5%
PWPS
144
Pinnacle Wealth Planning Services
Ohio
$78K +$78K +1,745 New
HIA
145
Harbor Investment Advisory
Maryland
$64K +$20.4K +456 +47%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$49K +$49K +1,094 New
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K +$8.97K +201 +25%
FQ
148
First Quadrant
California
$44K – – –
KFI
149
Key Financial Inc
Pennsylvania
$20K +$20K +451 New
CAAS
150
Capital Asset Advisory Services
Michigan
$15K +$15K +339 New
3 4 5
6
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