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WSFS Financial
WSFS

Overview Fund Activity

216 hedge funds and large institutions have $1.94B invested in WSFS Financial in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+9
Holders Change %
+4.35%
% of All Funds
3.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
63
Reduced
82
Closed
15
Calls
$605K
Puts
–
Net Calls
+$605K
Net Calls Change
+$583K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$4.86M
2
Brown Advisory
2
Brown Advisory
Maryland
$30M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.89M
4
American Century Companies
4
American Century Companies
Missouri
$12.9M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$14.9M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$64.9M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$18.7M
3
Comerica Bank
3
Comerica Bank
Texas
$1.47M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$91.8M
5
State Street
5
State Street
Massachusetts
$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGH
226
Crossmark Global Holdings
Texas
– -$208K -4,765 Closed
HIA
227
Harbor Investment Advisory
Maryland
– -$63.1K -1,672 Closed
SOW
228
State of Wyoming
Wyoming
– -$28.4K -752 Closed
BG
229
Bollard Group
Massachusetts
– -$7K -198 Closed
FGAM
230
Financial Gravity Asset Management
Texas
– -$203 -38 Closed
DI
231
Disciplined Investments
Oklahoma
– -$415 -11 Closed
6 7 8 9
10