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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 %
PA
176
Parallel Advisors
California
$13K – – –
VCM
177
Versant Capital Management
Arizona
$13K +$1.86K +37 +17%
Simplex Trading
178
Simplex Trading
Illinois
$11K +$11K +236 New
AP
179
Arlington Partners
Alabama
$10K – – –
CFN
180
Cordasco Financial Network
Florida
$7K – – –
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +134 New
TWA
182
TCI Wealth Advisors
Arizona
$5K – – –
LC
183
Lindbrook Capital
California
$4K -$1.07K -22 -21%
S
184
SignatureFD
Georgia
$4K – – –
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$4K – – –
QCG
186
Quadrant Capital Group
Ohio
$3K -$774 -16 -21%
FPS
187
Fieldpoint Private Securities
Connecticut
$3K +$3K +50 New
EI
188
Ellevest Inc
New York
$2K – – –
PFBT
189
Parkside Financial Bank & Trust
Missouri
$2K +$2K +48 New
First Manhattan
190
First Manhattan
New York
$1K – – –
GWS
191
Glassman Wealth Services
Virginia
$1K – – –
IA
192
IFP Advisors
Florida
$1K – – –
BIA
193
Bell Investment Advisors
California
$1K – – –
SC
194
Schubert & Co
Texas
$1K +$1K +10 New
JWA
195
JFS Wealth Advisors
Pennsylvania
$1K +$1K +14 New
MCM
196
Manchester Capital Management
Vermont
$1K +$1K +19 New
C
197
Covestor
United Kingdom
$1K +$1K +26 New
MP
198
McDonald Partners
Ohio
$251 +$251 +5 New
ACM
199
Absolute Capital Management
Pennsylvania
$251 +$251 +5 New
E
200
Ergoteles
New York
– -$8.1M -157,935 Closed
5 6 7
8
9