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WSFS Financial
WSFS

Overview Fund Activity

188 hedge funds and large institutions have $1.99B invested in WSFS Financial in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+1
Holders Change %
+0.53%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
54
Reduced
76
Closed
19
Calls
$284K
Puts
–
Net Calls
+$284K
Net Calls Change
+$170K

Top Buyers

1
CB
1
Cooke & Bieler
Pennsylvania
$62.6M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$5.13M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$22.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.12M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$236M

Top Sellers

1
ZCM
1
Ziegler Capital Management
Illinois
$10.5M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$156M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$30.3M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$31M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
151
Martingale Asset Management
Massachusetts
$206K -$494K -10,600 -71%
QC
152
Quadrature Capital
United Kingdom
$204K +$204K +4,386 New
QT
153
Quantbot Technologies
New York
$196K +$196K +4,216 New
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$184K – – –
AIP
155
Ameritas Investment Partners
Nebraska
$179K – – –
SIAP
156
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$173K +$32.6K +700 +23%
LWA
157
Lenox Wealth Advisors
New York
$161K +$420 +9 +0.3%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$152K -$2.19K -47 -1%
SG Americas Securities
159
SG Americas Securities
New York
$100K -$272K -5,837 -73%
PHK
160
Point72 Hong Kong
Hong Kong
$100K +$100K +2,150 New
TRCT
161
Tower Research Capital (TRC)
New York
$99K -$100K -2,148 -50%
HIA
162
Harbor Investment Advisory
Maryland
$67K – – –
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$50K +$558 +12 +1%
Toronto Dominion Bank
164
Toronto Dominion Bank
Ontario, Canada
$48K +$6.5K +141 +16%
FQ
165
First Quadrant
California
$46K – – –
KFI
166
Key Financial Inc
Pennsylvania
$35K +$15.3K +350 +78%
Lazard Asset Management
167
Lazard Asset Management
New York
$33K – – –
HTC
168
Haverford Trust Company
Pennsylvania
$29K +$29K +628 New
EBA
169
Eagle Bay Advisors
New York
$21K +$21K +418 New
Osaic Holdings
170
Osaic Holdings
Arizona
$18K -$16.5K -357 -48%
VCM
171
Versant Capital Management
Arizona
$15K +$7.78K +166 +108%
SWA
172
Sutton Wealth Advisors
Florida
$12.4K +$12.4K +266 New
PA
173
Parallel Advisors
California
$12K – – –
AP
174
Arlington Partners
Alabama
$9K -$12K -259 -57%
LC
175
Lindbrook Capital
California
$9K – – –
5 6
7
8 9