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WSFS Financial
WSFS

Overview Fund Activity

201 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
Holders
201
Holders Change
+15
Holders Change %
+8.06%
% of All Funds
3.1%
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

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$73.8M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M
3
Brown Advisory
3
Brown Advisory
Maryland
$43.3M
4
State Street
4
State Street
Massachusetts
$112M
5
Ameriprise
5
Ameriprise
Minnesota
$43.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$538K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$885K
3
Millennium Management
3
Millennium Management
New York
$3.42M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$75.3M
5
ECA
5
Endeavour Capital Advisors
Connecticut
$6.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
126
SeaCrest Wealth Management
New York
$347K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$346K +$108K +2,149 +45%
Squarepoint
128
Squarepoint
New York
$344K +$344K +6,862 New
PA
129
Profund Advisors
Maryland
$337K +$82.5K +1,648 +32%
DA
130
Duality Advisers
Florida
$336K +$336K +6,700 New
MOACM
131
Mutual of America Capital Management
New York
$326K +$8.03K +160 +3%
Citadel Advisors
132
Citadel Advisors
Florida
$326K +$326K +6,495 New
Los Angeles Capital Management
133
Los Angeles Capital Management
California
$317K +$7.02K +140 +2%
Two Sigma Advisers
134
Two Sigma Advisers
New York
$316K -$65.2K -1,300 -17%
TRCT
135
Tower Research Capital (TRC)
New York
$316K +$162K +3,225 +105%
WCA
136
Westover Capital Advisors
Delaware
$306K +$5.76K +115 +2%
OSAM
137
O'Shaughnessy Asset Management
Connecticut
$304K – – –
LCM
138
Laurion Capital Management
New York
$301K +$301K +6,000 New
Verition Fund Management
139
Verition Fund Management
Connecticut
$299K -$559K -11,142 -65%
IIM
140
Ironwood Investment Management
Massachusetts
$296K -$25.1K -500 -8%
US Bancorp
141
US Bancorp
Minnesota
$294K – – –
FHB
142
First Hawaiian Bank
Hawaii
$291K – – –
NC
143
NinePointTwo Capital
California
$283K +$283K +5,666 New
ECM
144
Everence Capital Management
Indiana
$274K – – –
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$269K -$97.4K -1,940 -27%
Envestnet Asset Management
146
Envestnet Asset Management
Illinois
$265K +$36.3K +724 +16%
CAM
147
Cresset Asset Management
Illinois
$255K +$255K +5,100 New
AWM
148
Affinity Wealth Management
Delaware
$253K – – –
BBA
149
Braun-Bostich & Associates
Pennsylvania
$253K +$253K +4,601 New
Man Group
150
Man Group
United Kingdom
$238K +$238K +4,744 New
4 5
6
7 8