We are live on ! Find out more
WSFS icon

WSFS Financial
WSFS

187 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

12% more capital invested

Capital invested by funds: $1.99B → $2.22B (+$234M)

1.57% more ownership

Funds ownership: 89.44% → 91.01% (+1.6%)

7% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 67

1% less funds holding

Funds holding: 189 → 187 (-2)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

14% less call options, than puts

Call options by funds: $339K | Put options by funds: $395K

Holders
187
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
Millennium Management
New York
+$10.7M
2
ECA
Endeavour Capital Advisors
Connecticut
+$8.91M
3
ZCM
Ziegler Capital Management
Illinois
+$8.08M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$7.91M
5
Brown Advisory
Brown Advisory
Maryland
+$7.78M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$17.1M
2
Renaissance Technologies
Renaissance Technologies
New York
-$7.76M
3
State Street
State Street
Massachusetts
-$7.23M
4
FCM
Frontier Capital Management
Massachusetts
-$2.72M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$359M +$1.44M +32,002 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M +$1.16M +25,707 +0.5%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$171M -$642K -14,267 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$130M -$1.69M -37,503 -1%
State Street
5
State Street
Massachusetts
$99.2M -$7.23M -160,783 -8%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$86M +$7.91M +175,955 +12%
Macquarie Group
7
Macquarie Group
Australia
$81.8M -$987K -21,958 -1%
CB
8
Cooke & Bieler
Pennsylvania
$67.8M -$938K -20,870 -2%
Invesco
9
Invesco
Georgia
$67.6M +$292K +6,502 +0.5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$53.6M -$1.83M -40,612 -4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$43.6M +$632K +14,058 +2%
PCM
12
Palisade Capital Management
New Jersey
$43.5M +$3.18M +70,702 +9%
Northern Trust
13
Northern Trust
Illinois
$38.6M -$680K -15,115 -2%
Pzena Investment Management
14
Pzena Investment Management
New York
$35.7M +$673K +14,977 +2%
Ameriprise
15
Ameriprise
Minnesota
$34.9M -$287K -6,375 -0.9%
N
16
Nuveen
North Carolina
$33.6M -$464K -10,310 -2%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$32.9M +$189K +4,199 +0.7%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.3M -$119K -2,647 -0.5%
Jennison Associates
19
Jennison Associates
New York
$29.1M +$202K +4,501 +0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$28M +$34.3K +763 +0.1%
FCM
21
Frontier Capital Management
Massachusetts
$27.2M -$2.72M -60,596 -10%
Renaissance Technologies
22
Renaissance Technologies
New York
$24.5M -$7.76M -172,631 -27%
Principal Financial Group
23
Principal Financial Group
Iowa
$24.1M -$178K -3,964 -0.8%
Norges Bank
24
Norges Bank
Norway
$21.1M -$1.05M -23,348 -5%
Charles Schwab
25
Charles Schwab
California
$20M +$256K +5,683 +1%
1
2 3 4 5

WSFS Hedge Fund Activity: Q3 2021 in Review

187 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WSFS Financial (WSFS) for Q3 2021, worth a combined $2.22B — up 12% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of WSFS and 18 opened new positions — a net loss of 2 holders — while 67 trimmed existing stakes and 72 added.

The largest buyer was Millennium Management, adding an estimated $10.7M. The largest seller was JP Morgan Chase, cutting an estimated $17.1M.

  • 187 institutional investors held WSFS Financial (WSFS) as of Q3 2021, down from 189 in Q2 2021.
  • Funds reported $2.22B of WSFS Financial stock for Q3 2021, up 12% quarter-over-quarter.
  • 18 funds opened new WSFS Financial positions in Q3 2021 and 20 closed out, a net change of -2 holders.
  • The largest WSFS Financial buyer in Q3 2021 was Millennium Management, an estimated $10.7M added.
  • The largest WSFS Financial seller in Q3 2021 was JP Morgan Chase, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2021.