WSFS icon

WSFS Financial

224 hedge funds and large institutions have $2.03B invested in WSFS Financial in 2023 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
-6
Holders Change %
-2.61%
% of All Funds
3.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
71
Reduced
83
Closed
27
Calls
$38K
Puts
$320K
Net Calls
-$282K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
Canada Pension Plan Investment Board
226
Canada Pension Plan Investment Board
Ontario, Canada
-$1.32M -29,100 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
227
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$997K -22,000 Closed
NYLIM
228
New York Life Investment Management
New York
-$552K -12,169 Closed
Jane Street
229
Jane Street
New York
-$516K -11,380 Closed
Natixis Advisors
230
Natixis Advisors
Massachusetts
-$478K -10,552 Closed
CC
231
Centiva Capital
New York
-$338K -7,450 Closed
SWM
232
SeaCrest Wealth Management
New York
-$314K -6,933 Closed
M&T Bank
233
M&T Bank
New York
-$313K -6,904 Closed
CGH
234
Crossmark Global Holdings
Texas
-$229K -5,042 Closed
KeyBank National Association
235
KeyBank National Association
Ohio
-$213K -4,696 Closed
AWM
236
Affinity Wealth Management
Delaware
-$209K -4,601 Closed
JCM
237
Jacobi Capital Management
Pennsylvania
-$204K -4,500 Closed
Cambridge Investment Research Advisors
238
Cambridge Investment Research Advisors
Iowa
-$204K -4,492 Closed
DDC
239
DF Dent & Co
Maryland
-$203K -4,469 Closed
CMBA
240
C.M. Bidwell & Associates
Hawaii
-$70.5K -1,555 Closed
SWA
241
Sutton Wealth Advisors
Florida
-$20.5K -453 Closed
ZB
242
Zions Bancorporation
Utah
-$13.7K -303 Closed
Rockefeller Capital Management
243
Rockefeller Capital Management
New York
-$13K -302 Closed
MAM
244
Meeder Asset Management
Ohio
-$13K -286 Closed
NA
245
NewEdge Advisors
Louisiana
-$2.68K -59 Closed
FGAM
246
Financial Gravity Asset Management
Texas
-$314 -45 Closed
Simplex Trading
247
Simplex Trading
Illinois
-$1K -30 Closed
HCP
248
Hexagon Capital Partners
Arkansas
-$272 -6 Closed
IA
249
IFP Advisors
Florida
-$8K -3 Closed