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WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 102 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
64
Reduced
102
Closed
15
Calls
$91K
Puts
$5K
Net Calls
+$86K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.6M
2
CIP
2
Champlain Investment Partners
Vermont
$58.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.51M
4
State Street
4
State Street
Massachusetts
$119M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$7.66M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$43.3M
2
BlackRock
2
BlackRock
New York
$405M
3
Jennison Associates
3
Jennison Associates
New York
$17.6M
4
Invesco
4
Invesco
Georgia
$38.3M
5
CB
5
Cooke & Bieler
Pennsylvania
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
226
Financial Gravity Asset Management
Texas
$314 +$314 +45 New
HCP
227
Hexagon Capital Partners
Arkansas
$272 +$181 +4 +200%
GWS
228
Glassman Wealth Services
Virginia
$181 – – –
MCM
229
Manchester Capital Management
Vermont
$45 – – –
Hotchkis & Wiley Capital Management
230
Hotchkis & Wiley Capital Management
California
– -$4.51M -97,150 Closed
MCM
231
Maltese Capital Management
New York
– -$1.83M -39,300 Closed
CSS
232
Cubist Systematic Strategies
Connecticut
– -$1.34M -28,763 Closed
Holocene Advisors
233
Holocene Advisors
New York
– -$994K -21,401 Closed
ACM
234
AlphaCrest Capital Management
New York
– -$813K -17,495 Closed
Squarepoint
235
Squarepoint
New York
– -$364K -7,834 Closed
NC
236
NinePointTwo Capital
California
– -$324K -6,981 Closed
DA
237
Duality Advisers
Florida
– -$291K -6,257 Closed
ACM
238
Aquatic Capital Management
Illinois
– -$265K -5,700 Closed
RJFSA
239
Raymond James Financial Services Advisors
Florida
– -$257K -5,534 Closed
FCA
240
FinTrust Capital Advisors
South Carolina
– -$83K -1,665 Closed
PHK
241
Point72 Hong Kong
Hong Kong
– -$24K -513 Closed
PI
242
PEAK6 Investments
Illinois
– -$22K -472 Closed
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
– -$4K -94 Closed
ACM
244
Absolute Capital Management
Pennsylvania
– -$233 -5 Closed
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