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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
$349M
2
State Street
State Street
Massachusetts
$103M
3
Vanguard Group
Vanguard Group
Pennsylvania
$249M
4
CB
Cooke & Bieler
Pennsylvania
$29M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$39.7M

Top Sellers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
$10.7M
2
Jennison Associates
Jennison Associates
New York
$27.2M
3
Renaissance Technologies
Renaissance Technologies
New York
$43.2M
4
KCM
Kennedy Capital Management
Missouri
$3.56M
5
FCM
Frontier Capital Management
Massachusetts
$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
151
Crossmark Global Holdings
Texas
$208K +$208K +4,170 New
SI
152
Stephens Inc
Arkansas
$204K +$204K +4,101 New
CIM
153
CIM Investment Management
Pennsylvania
$203K +$203K +4,086 New
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$197K -$82.3K -1,650 -29%
AIP
155
Ameritas Investment Partners
Nebraska
$192K -$17.8K -356 -8%
LWA
156
Lenox Wealth Advisors
New York
$171K +$398 +8 +0.2%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$165K -$935K -18,765 -85%
SIAP
158
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150K – – –
PI
159
PEAK6 Investments
Illinois
$85K -$71.5K -1,436 -46%
HIA
160
Harbor Investment Advisory
Maryland
$71K – – –
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$53K +$2.79K +56 +6%
FC
162
FORA Capital
Florida
$52K +$52K +1,054 New
Group One Trading
163
Group One Trading
Illinois
$50K +$50K +999 New
FQ
164
First Quadrant
California
$49K – – –
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$45K -$9.7K -194 -18%
NICM
166
Neo Ivy Capital Management
New York
$44K +$44K +883 New
Osaic Holdings
167
Osaic Holdings
Arizona
$37K -$121K -2,445 -77%
Lazard Asset Management
168
Lazard Asset Management
New York
$35K +$35K +720 New
AP
169
Arlington Partners
Alabama
$23K +$23K +453 New
KFI
170
Key Financial Inc
Pennsylvania
$22K – – –
PA
171
Parallel Advisors
California
$13K – – –
LC
172
Lindbrook Capital
California
$9K +$4.07K +86 +83%
VCM
173
Versant Capital Management
Arizona
$8K +$8K +154 New
CFN
174
Cordasco Financial Network
Florida
$6K – – –
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$6K +$1.37K +32 +30%
5 6
7
8 9