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WSFS Financial
WSFS

Overview Fund Activity

186 hedge funds and large institutions have $2.22B invested in WSFS Financial in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
72
Reduced
67
Closed
20
Calls
$339K
Puts
$395K
Net Calls
-$56K
Net Calls Change
-$340K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$13.1M
2
ECA
2
Endeavour Capital Advisors
Connecticut
$15.1M
3
ZCM
3
Ziegler Capital Management
Illinois
$13.3M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$86M
5
Brown Advisory
5
Brown Advisory
Maryland
$9.79M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$18.7M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$24.5M
3
State Street
3
State Street
Massachusetts
$99.2M
4
FCM
4
Frontier Capital Management
Massachusetts
$27.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$217K -$60.1K -1,171 -22%
CIM
152
CIM Investment Management
Pennsylvania
$210K +$210K +4,086 New
SI
153
Stephens Inc
Arkansas
$210K +$210K +4,101 New
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$203K – – –
SO
155
STRS Ohio
Ohio
$194K +$189K +3,700 +3,700%
AIP
156
Ameritas Investment Partners
Nebraska
$185K -$12.6K -245 -6%
LWA
157
Lenox Wealth Advisors
New York
$177K +$512 +10 +0.3%
SIAP
158
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$175K -$15.4K -300 -8%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$174K +$6.47K +126 +4%
TRCT
160
Tower Research Capital (TRC)
New York
$157K +$48.6K +952 +45%
HIA
161
Harbor Investment Advisory
Maryland
$73K – – –
Ohio Public Employees Retirement System (OPERS)
162
Ohio Public Employees Retirement System (OPERS)
Ohio
$57K +$1.8K +35 +3%
FQ
163
First Quadrant
California
$51K – – –
KFI
164
Key Financial Inc
Pennsylvania
$41K – – –
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$38K -$15.5K -301 -29%
Osaic Holdings
166
Osaic Holdings
Arizona
$25K +$4.82K +93 +24%
EBA
167
Eagle Bay Advisors
New York
$23K +$2.01K +40 +10%
SWA
168
Sutton Wealth Advisors
Florida
$18.1K +$4.46K +87 +33%
PA
169
Parallel Advisors
California
$13K – – –
VCM
170
Versant Capital Management
Arizona
$11K -$4.86K -98 -31%
AP
171
Arlington Partners
Alabama
$10K – – –
Bessemer Group
172
Bessemer Group
New Jersey
$8K +$8K +147 New
CFN
173
Cordasco Financial Network
Florida
$7K – – –
LC
174
Lindbrook Capital
California
$5K -$4.14K -86 -45%
TWA
175
TCI Wealth Advisors
Arizona
$5K +$5K +103 New
5 6
7
8 9