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WSFS Financial
WSFS

Overview Fund Activity

235 hedge funds and large institutions have $2.6B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
97
Closed
23
Calls
$246K
Puts
$302K
Net Calls
-$56K
Net Calls Change
+$169K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$89.7M
2
Franklin Resources
2
Franklin Resources
California
$111M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$171M
4
Millennium Management
4
Millennium Management
New York
$8.56M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.51M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.51M
2
Macquarie Group
2
Macquarie Group
Australia
$98.9M
3
Invesco
3
Invesco
Georgia
$46.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$10.5M
5
State Street
5
State Street
Massachusetts
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
226
First Manhattan
New York
$1K – – –
DI
227
Disciplined Investments
Oklahoma
$1K +$500 +7 +100%
CAM
228
ClariVest Asset Management
California
$1K +$1K +31 New
SIC
229
SJS Investment Consulting
Ohio
$1K +$1K +31 New
Bank of Montreal
230
Bank of Montreal
Ontario, Canada
$301 – – –
ACM
231
Absolute Capital Management
Pennsylvania
$233 +$233 +5 New
ECA
232
Endeavour Capital Advisors
Connecticut
– -$2.96M -73,862 Closed
Qube Research & Technologies (QRT)
233
Qube Research & Technologies (QRT)
United Kingdom
– -$2.84M -70,721 Closed
BCM
234
Bridgeway Capital Management
Texas
– -$2.21M -55,020 Closed
ZCM
235
Ziegler Capital Management
Illinois
– -$1.26M -31,383 Closed
MSRPS
236
Maryland State Retirement & Pension System
Maryland
– -$1.05M -26,232 Closed
Balyasny Asset Management
237
Balyasny Asset Management
Illinois
– -$930K -23,200 Closed
DIA
238
Dean Investment Associates
Ohio
– -$391K -9,751 Closed
JG
239
Jefferies Group
New York
– -$291K -7,253 Closed
VI
240
Versor Investments
New York
– -$281K -7,017 Closed
AA
241
ALPS Advisors
Colorado
– -$275K -6,854 Closed
BC
242
Bridgefront Capital
Texas
– -$270K -6,745 Closed
DCM
243
Dean Capital Management
Kansas
– -$270K -6,741 Closed
ML
244
McAdam LLC
Pennsylvania
– -$233K -5,821 Closed
HTC
245
Haverford Trust Company
Pennsylvania
– -$203K -5,055 Closed
AG
246
Ascent Group
Virginia
– -$204K -4,270 Closed
GWM
247
Geneos Wealth Management
Colorado
– -$147K -3,600 Closed
SIAP
248
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$121K -3,020 Closed
GEA
249
Glen Eagle Advisors
New Jersey
– -$107K -2,676 Closed
SWM
250
Spire Wealth Management
Virginia
– -$18K -450 Closed
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