WSFS icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$352M 7,022,000 +30,719 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$307M 6,120,051 +1,033,878 +20%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$162M 3,237,267 -90,661 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$124M 2,472,708 -52,992 -2%
State Street
5
State Street
Massachusetts
$112M 2,229,642 +296,184 +15%
Macquarie Group
6
Macquarie Group
Australia
$80M 1,596,134 +1,082 +0.1%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$75.3M 1,503,005 -173,648 -10%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$73.8M 1,473,111 +1,107,875 +303%
CB
9
Cooke & Bieler
Pennsylvania
$65.4M 1,305,546 -16,620 -1%
Invesco
10
Invesco
Georgia
$64.1M 1,279,391 -38,210 -3%
AllianceBernstein
11
AllianceBernstein
Tennessee
$51.6M 1,028,568 -16,310 -2%
PCM
12
Palisade Capital Management
New Jersey
$44.1M 880,621 +32,081 +4%
Ameriprise
13
Ameriprise
Minnesota
$43.8M 873,951 +193,156 +28%
Brown Advisory
14
Brown Advisory
Maryland
$43.3M 863,003 +672,301 +353%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$42.7M 851,361 +1,572 +0.2%
Northern Trust
16
Northern Trust
Illinois
$37.9M 756,389 +5,058 +0.7%
Pzena Investment Management
17
Pzena Investment Management
New York
$35.3M 704,492 +8,751 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$32.1M 639,886 +93,758 +17%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$29.8M 595,507 -60,119 -9%
FCM
20
Frontier Capital Management
Massachusetts
$26M 519,527 -10,390 -2%
Norges Bank
21
Norges Bank
Norway
$23.3M 465,680 +53,849 +13%
Jennison Associates
22
Jennison Associates
New York
$23.1M 461,194 -106,119 -19%
Principal Financial Group
23
Principal Financial Group
Iowa
$22M 439,509 -30,948 -7%
Charles Schwab
24
Charles Schwab
California
$20M 399,886 +10,928 +3%
Goldman Sachs
25
Goldman Sachs
New York
$18.2M 363,339 +107,290 +42%
1
2 3 4 5