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WSFS Financial
WSFS

Overview Fund Activity

186 hedge funds and large institutions have $2.22B invested in WSFS Financial in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
72
Reduced
67
Closed
20
Calls
$339K
Puts
$395K
Net Calls
-$56K
Net Calls Change
-$340K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.1M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$15.1M
3
ZCM
3
Ziegler Capital Management
Illinois
$13.3M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$86M
5
Brown Advisory
5
Brown Advisory
Maryland
$9.79M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$24.5M
3
State Street
3
State Street
Massachusetts
$99.2M
4
FCM
4
Frontier Capital Management
Massachusetts
$27.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
126
Two Sigma Advisers
New York
$390K +$390K +7,600 New
BU
127
BBVA USA
Alabama
$375K -$44.5K -868 -11%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$375K +$65.4K +1,272 +21%
ProShare Advisors
129
ProShare Advisors
Maryland
$372K -$320K -6,237 -46%
SWM
130
SeaCrest Wealth Management
New York
$356K – – –
EVM
131
Eaton Vance Management
Massachusetts
$339K +$25.2K +531 +8%
UBS Group
132
UBS Group
Switzerland
$337K -$225K -4,382 -40%
HSBC Holdings
133
HSBC Holdings
United Kingdom
$331K -$1.13M -22,117 -77%
IIM
134
Ironwood Investment Management
Massachusetts
$328K +$25.6K +500 +8%
MOACM
135
Mutual of America Capital Management
New York
$325K -$21.4K -418 -6%
Los Angeles Capital Management
136
Los Angeles Capital Management
California
$317K -$23.8K -465 -7%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$312K +$312K +6,062 New
WCA
138
Westover Capital Advisors
Delaware
$308K – – –
Two Sigma Investments
139
Two Sigma Investments
New York
$304K -$1.21M -23,666 -80%
US Bancorp
140
US Bancorp
Minnesota
$301K -$24.3K -474 -7%
FHB
141
First Hawaiian Bank
Hawaii
$298K – – –
ECM
142
Everence Capital Management
Indiana
$280K – – –
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$269K -$6.83K -133 -2%
PA
144
Profund Advisors
Maryland
$261K -$71.1K -1,384 -21%
Zurich Cantonal Bank
145
Zurich Cantonal Bank
Switzerland
$244K +$244K +4,749 New
AWM
146
Affinity Wealth Management
Delaware
$241K +$241K +4,601 New
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$234K -$6.66K -130 -3%
Cambridge Investment Research Advisors
148
Cambridge Investment Research Advisors
Iowa
$231K +$359 +7 +0.2%
DDC
149
DF Dent & Co
Maryland
$229K – – –
CGH
150
Crossmark Global Holdings
Texas
$218K +$218K +4,250 New
4 5
6
7 8