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WSFS Financial
WSFS

202 hedge funds and large institutions have $2.22B invested in WSFS Financial in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,120% more call options, than puts

Call options by funds: $311K | Put options by funds: $5K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

49% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 53

8% more funds holding

Funds holding: 187 → 202 (+15)

3.42% more ownership

Funds ownership: 91.01% → 94.44% (+3.4%)

0% more capital invested

Capital invested by funds: $2.22B → $2.22B (+$2.83M)

Holders
202
Holders Change
+15
Holders Change %
+8.02%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
79
Reduced
53
Closed
18
Calls
$311K
Puts
$5K
Net Calls
+$306K
Net Calls Change
+$362K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$58M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$54.2M
3
Brown Advisory
Brown Advisory
Maryland
+$35.2M
4
State Street
State Street
Massachusetts
+$15.5M
5
Ameriprise
Ameriprise
Minnesota
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$13.9M
3
Millennium Management
Millennium Management
New York
-$9.81M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$9.1M
5
ECA
Endeavour Capital Advisors
Connecticut
-$8.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
HC
126
Henshaw Capital
Massachusetts
$361K – – –
SWM
127
SeaCrest Wealth Management
New York
$347K – – –
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$346K +$113K +2,149 +45%
Squarepoint
129
Squarepoint
New York
$344K +$359K +6,862 New
PA
130
Profund Advisors
Maryland
$337K +$86.3K +1,648 +32%
DA
131
Duality Advisers
Florida
$336K +$351K +6,700 New
MOACM
132
Mutual of America Capital Management
New York
$326K +$8.38K +160 +3%
Citadel Advisors
133
Citadel Advisors
Florida
$326K +$340K +6,495 New
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$317K +$7.33K +140 +2%
Two Sigma Advisers
135
Two Sigma Advisers
New York
$316K -$68.1K -1,300 -17%
TRCT
136
Tower Research Capital (TRC)
New York
$316K +$169K +3,225 +105%
WCA
137
Westover Capital Advisors
Delaware
$306K +$6.02K +115 +2%
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$304K – – –
LCM
139
Laurion Capital Management
New York
$301K +$314K +6,000 New
Verition Fund Management
140
Verition Fund Management
Connecticut
$299K -$584K -11,142 -65%
IIM
141
Ironwood Investment Management
Massachusetts
$296K -$26.2K -500 -8%
US Bancorp
142
US Bancorp
Minnesota
$294K – – –
FHB
143
First Hawaiian Bank
Hawaii
$291K – – –
NC
144
NinePointTwo Capital
California
$283K +$297K +5,666 New
ECM
145
Everence Capital Management
Indiana
$274K – – –
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$269K -$102K -1,940 -27%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$265K +$37.9K +724 +16%
CAM
148
Cresset Asset Management
Illinois
$255K +$267K +5,100 New
AWM
149
Affinity Wealth Management
Delaware
$253K – – –
BBA
150
Braun-Bostich & Associates
Pennsylvania
$253K +$241K +4,601 New
4 5
6
7 8

WSFS Hedge Fund Activity: Q4 2021 in Review

202 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2021, worth a combined $2.22B — up 0.13% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WSFS positions and 18 closed out — a net gain of 16 holders — while 79 added to existing stakes and 53 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $58M. The largest seller was Fidelity Investments, cutting an estimated $33M.

  • 202 institutional investors held WSFS Financial (WSFS) as of Q4 2021, up from 187 in Q3 2021.
  • Funds reported $2.22B of WSFS Financial stock for Q4 2021, up 0.13% quarter-over-quarter.
  • 34 funds opened new WSFS Financial positions in Q4 2021 and 18 closed out, a net change of +16 holders.
  • The largest WSFS Financial buyer in Q4 2021 was JP Morgan Chase, an estimated $58M added.
  • The largest WSFS Financial seller in Q4 2021 was Fidelity Investments, an estimated $33M sold.

Based on aggregated 13F filings for Q4 2021.