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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 %
Cambridge Investment Research Advisors
151
Cambridge Investment Research Advisors
Iowa
$224K -$1.6K -32 -0.7%
DDC
152
DF Dent & Co
Maryland
$224K +$250 +5 +0.1%
CGH
153
Crossmark Global Holdings
Texas
$217K +$3.52K +70 +2%
JF
154
Jump Financial
Illinois
$216K +$216K +4,318 New
SI
155
Stephens Inc
Arkansas
$206K – – –
CIM
156
CIM Investment Management
Pennsylvania
$205K – – –
RJFSA
157
Raymond James Financial Services Advisors
Florida
$202K -$9.67K -193 -5%
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$198K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$196K +$94.1K +1,800 +92%
AIP
160
Ameritas Investment Partners
Nebraska
$181K – – –
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$176K +$6.12K +122 +4%
LWA
162
Lenox Wealth Advisors
New York
$174K +$402 +8 +0.2%
SIAP
163
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151K -$20K -400 -12%
Osaic Holdings
164
Osaic Holdings
Arizona
$127K +$102K +1,960 +407%
HIA
165
Harbor Investment Advisory
Maryland
$72K – – –
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K +$1.87K +37 +3%
FQ
167
First Quadrant
California
$50K – – –
KFI
168
Key Financial Inc
Pennsylvania
$40K – – –
PHK
169
Point72 Hong Kong
Hong Kong
$32K +$32K +638 New
Manulife (Manufacturers Life Insurance)
170
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K +$341 +6,813 +1%
EBA
171
Eagle Bay Advisors
New York
$23K -$152 -3 -0.7%
EWA
172
EverSource Wealth Advisors
Alabama
$19K +$19K +386 New
SWA
173
Sutton Wealth Advisors
Florida
$18.2K +$551 +11 +3%
Rockefeller Capital Management
174
Rockefeller Capital Management
New York
$17K +$13.4K +267 +366%
Lazard Asset Management
175
Lazard Asset Management
New York
$17K +$17K +344 New
5 6
7
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