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WSFS Financial
WSFS

167 hedge funds and large institutions have $1.87B invested in WSFS Financial in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 64 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 12

63% more capital invested

Capital invested by funds: $1.15B → $1.87B (+$723M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

8% more funds holding

Funds holding: 154 → 167 (+13)

4% more call options, than puts

Call options by funds: $515K | Put options by funds: $494K

2.2% less ownership

Funds ownership: 85.12% → 82.92% (-2.2%)

16% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 64

Holders
167
Holders Change
+13
Holders Change %
+8.44%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
28
Increased
54
Reduced
64
Closed
12
Calls
$515K
Puts
$494K
Net Calls
+$21K
Net Calls Change
+$32K

Top Buyers

1
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$13.6M
2
ECA
Endeavour Capital Advisors
Connecticut
+$12.3M
3
Jennison Associates
Jennison Associates
New York
+$10.4M
4
BlackRock
BlackRock
New York
+$9.25M
5
N
Nuveen
North Carolina
+$8.05M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$20.2M
2
SCM
Stadium Capital Management
Connecticut
-$12.6M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.3M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.64M
5
FWIA
Fort Washington Investment Advisors
Ohio
-$9.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$198M +$994K +27,106 +0.6%
BlackRock
2
BlackRock
New York
$169M +$9.25M +252,047 +7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$161M -$1.35M -36,883 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$132M -$4.47M -121,984 -4%
Macquarie Group
5
Macquarie Group
Australia
$75.6M -$4.58M -124,912 -7%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$70.9M -$3.79M -103,212 -6%
Invesco
7
Invesco
Georgia
$58.4M +$5.64M +153,647 +13%
State Street
8
State Street
Massachusetts
$56.6M +$806K +21,964 +2%
Renaissance Technologies
9
Renaissance Technologies
New York
$55.8M -$9.64M -262,831 -17%
N
10
Nuveen
North Carolina
$50.3M +$8.05M +219,342 +24%
Northern Trust
11
Northern Trust
Illinois
$47.2M -$1.01M -27,591 -3%
Pzena Investment Management
12
Pzena Investment Management
New York
$46.3M +$4.66M +127,037 +14%
Jennison Associates
13
Jennison Associates
New York
$45.4M +$10.4M +282,496 +39%
AllianceBernstein
14
AllianceBernstein
Tennessee
$44.7M +$2.1M +57,125 +6%
FCM
15
Frontier Capital Management
Massachusetts
$41.3M +$825K +22,496 +3%
Ameriprise
16
Ameriprise
Minnesota
$36.6M -$499K -13,611 -2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$35.4M +$638K +17,385 +2%
PCM
18
Palisade Capital Management
New Jersey
$32.8M -$1M -27,381 -4%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$31.7M +$13.6M +370,504 +110%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$31.3M -$3.78M -102,948 -13%
Manulife (Manufacturers Life Insurance)
21
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.8M -$507K -13,824 -2%
Norges Bank
22
Norges Bank
Norway
$23.4M -$1.4M -38,257 -7%
KCM
23
Kennedy Capital Management
Missouri
$19.9M +$1.43M +39,046 +10%
Charles Schwab
24
Charles Schwab
California
$18.7M -$222K -6,065 -1%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$15.6M -$2.56M -69,788 -17%
1
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WSFS Hedge Fund Activity: Q4 2020 in Review

167 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q4 2020, worth a combined $1.87B — up 63% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WSFS positions and 12 closed out — a net gain of 16 holders — while 54 added to existing stakes and 64 trimmed.

The largest buyer was Rothschild & Co Asset Management US, adding an estimated $13.6M. The largest seller was Goldman Sachs, cutting an estimated $20.2M.

  • 167 institutional investors held WSFS Financial (WSFS) as of Q4 2020, up from 154 in Q3 2020.
  • Funds reported $1.87B of WSFS Financial stock for Q4 2020, up 63% quarter-over-quarter.
  • 28 funds opened new WSFS Financial positions in Q4 2020 and 12 closed out, a net change of +16 holders.
  • The largest WSFS Financial buyer in Q4 2020 was Rothschild & Co Asset Management US, an estimated $13.6M added.
  • The largest WSFS Financial seller in Q4 2020 was Goldman Sachs, an estimated $20.2M sold.

Based on aggregated 13F filings for Q4 2020.