We are live on ! Find out more
WSFS icon

WSFS Financial
WSFS

178 hedge funds and large institutions have $1.89B invested in WSFS Financial in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

8% more funds holding

Funds holding: 165 → 178 (+13)

4% more call options, than puts

Call options by funds: $400K | Put options by funds: $386K

0.04% more ownership

Funds ownership: 82.54% → 82.58% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $1.93B → $1.89B (-$34.5M)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
55
Reduced
64
Closed
7
Calls
$400K
Puts
$386K
Net Calls
+$14K
Net Calls Change
+$14K

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$23.9M
2
Millennium Management
Millennium Management
New York
+$8.46M
3
MAP
Moody Aldrich Partners
Massachusetts
+$6M
4
KCM
Kennedy Capital Management
Missouri
+$5.2M
5
Macquarie Group
Macquarie Group
Australia
+$5.05M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$48.5M
2
FCM
Frontier Capital Management
Massachusetts
-$17.7M
3
N
Nuveen
North Carolina
-$8.34M
4
Renaissance Technologies
Renaissance Technologies
New York
-$7.44M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$5.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$125K +$98.1K +2,245 +377%
Chevy Chase Trust
152
Chevy Chase Trust
Maryland
$117K +$116K +2,650 New
PAM
153
Paradigm Asset Management
New York
$96.8K -$10.9K -250 -10%
PCM
154
Pinz Capital Management
New York
$70K +$69.9K +1,600 New
OAM
155
Oppenheimer Asset Management
New York
$58K +$1.7K +39 +3%
MAM
156
Meeder Asset Management
Ohio
$57K – – –
FMT
157
First Mercantile Trust
Tennessee
$56K -$175 -4 -0.3%
SO
158
STRS Ohio
Ohio
$48K -$39.3K -900 -45%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$47K – – –
FGAM
160
Financial Gravity Asset Management
Texas
$44K – – –
FQ
161
First Quadrant
California
$44K – – –
Toronto Dominion Bank
162
Toronto Dominion Bank
Ontario, Canada
$24K -$1.97K -45 -8%
QCG
163
Quadrant Capital Group
Ohio
$21K – – –
Lazard Asset Management
164
Lazard Asset Management
New York
$13K – – –
PA
165
Parallel Advisors
California
$11K – – –
LC
166
Lindbrook Capital
California
$8K – – –
First Manhattan
167
First Manhattan
New York
$7K – – –
RIA
168
Realta Investment Advisors
Delaware
$7K – – –
CFN
169
Cordasco Financial Network
Florida
$6K – – –
SPIA
170
Steward Partners Investment Advisory
New York
$4K – – –
VCM
171
Versant Capital Management
Arizona
$4K – – –
AG
172
Advisor Group
Arizona
$3K -$18.1K -414 -87%
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$2K -$743 -17 -32%
GC
174
Globeflex Capital
California
$2K – – –
S
175
SignatureFD
Georgia
$1K -$262 -6 -19%
4 5 6
7
8

WSFS Hedge Fund Activity: Q4 2019 in Review

178 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2019, worth a combined $1.89B — down 1.8% from $1.93B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new WSFS positions and 7 closed out — a net gain of 14 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $23.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $48.5M.

  • 178 institutional investors held WSFS Financial (WSFS) as of Q4 2019, up from 165 in Q3 2019.
  • Funds reported $1.89B of WSFS Financial stock for Q4 2019, down 1.8% quarter-over-quarter.
  • 21 funds opened new WSFS Financial positions in Q4 2019 and 7 closed out, a net change of +14 holders.
  • The largest WSFS Financial buyer in Q4 2019 was Janus Henderson Group, an estimated $23.9M added.
  • The largest WSFS Financial seller in Q4 2019 was T. Rowe Price Associates, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2019.