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WSFS Financial
WSFS

Overview Fund Activity

187 hedge funds and large institutions have $2.15B invested in WSFS Financial in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+21
Holders Change %
+12.65%
% of All Funds
3.29%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
45
Increased
48
Reduced
70
Closed
21
Calls
$642K
Puts
$528K
Net Calls
+$114K
Net Calls Change
+$93K

Top Buyers

1
BlackRock
BlackRock
New York
+$162M
2
State Street
State Street
Massachusetts
+$40.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$29.1M
4
CB
Cooke & Bieler
Pennsylvania
+$29M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.5M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
-$24.5M
2
Jennison Associates
Jennison Associates
New York
-$23.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$18.7M
4
KCM
Kennedy Capital Management
Missouri
-$18.5M
5
FCM
Frontier Capital Management
Massachusetts
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
126
SG Americas Securities
New York
$398K -$324K -6,494 -45%
GHA
127
GW Henssler & Associates
Georgia
$384K -$51.1K -1,025 -12%
LIG
128
Lokken Investment Group
Delaware
$364K -$18.2K -366 -5%
SWM
129
SeaCrest Wealth Management
New York
$346K -$946 -19 -0.3%
EVM
130
Eaton Vance Management
Massachusetts
$341K +$12.3K +246 +4%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$331K +$331K +6,651 New
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$324K +$199 +4 +0.1%
MOACM
133
Mutual of America Capital Management
New York
$316K +$316K +6,343 New
PA
134
Profund Advisors
Maryland
$305K +$305K +6,116 New
WCA
135
Westover Capital Advisors
Delaware
$299K – – –
FHB
136
First Hawaiian Bank
Hawaii
$290K -$104K -2,086 -26%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$284K +$51.7K +1,039 +22%
ECM
138
Everence Capital Management
Indiana
$272K +$272K +5,460 New
RJFSA
139
Raymond James Financial Services Advisors
Florida
$270K – – –
IIM
140
Ironwood Investment Management
Massachusetts
$269K +$269K +5,400 New
Citigroup
141
Citigroup
New York
$268K -$253K -5,075 -49%
CIBC Asset Management
142
CIBC Asset Management
Ontario, Canada
$267K +$267K +5,369 New
CSS
143
Cubist Systematic Strategies
Connecticut
$232K +$232K +4,652 New
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$224K +$224K +4,496 New
DDC
145
DF Dent & Co
Maryland
$223K – – –
GC
146
Guggenheim Capital
Illinois
$222K -$4.86M -97,583 -96%
American Century Companies
147
American Century Companies
Missouri
$221K -$221K -4,429 -50%
HSBC Holdings
148
HSBC Holdings
United Kingdom
$215K -$764K -15,249 -78%
TRCT
149
Tower Research Capital (TRC)
New York
$213K +$19.7K +395 +10%
AB
150
Amalgamated Bank
New York
$210K +$210K +4,227 New
4 5
6
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