WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

241 hedge funds and large institutions have $2.47B invested in WSFS Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 81 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
81
Reduced
76
Closed
15
Calls
$152K
Puts
$87K
Net Calls
+$65K
Net Calls Change
-$540K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
Franklin Resources
2
Franklin Resources
California
$133M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.64M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$21M
5
State Street
5
State Street
Massachusetts
$131M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$8.8M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$1.31M
3
BlackRock
3
BlackRock
New York
$399M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.12M
5
PCM
5
Palisade Capital Management
New Jersey
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
226
First Personal Financial Services
North Carolina
$4.04K – – –
LC
227
Lindbrook Capital
California
$3.58K – – –
HI
228
Harbour Investments
Wisconsin
$3.22K – – –
CAM
229
ClariVest Asset Management
California
$2.25K – – –
BTI
230
Blue Trust Inc
Georgia
$2K +$2K +67 New
FMII
231
Farmers & Merchants Investments Inc
Nebraska
$1.98K -$230 -5 -10%
FFA
232
Farther Finance Advisors
California
$1.38K +$1.38K +30 New
First Manhattan
233
First Manhattan
New York
$1.38K – – –
JWA
234
JFS Wealth Advisors
Pennsylvania
$1.15K -$827 -18 -42%
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$1.15K +$1.15K +25 New
SIC
236
SJS Investment Consulting
Ohio
$552 -$92 -2 -14%
DPW
237
DiNuzzo Private Wealth
Pennsylvania
$460 +$460 +10 New
PFBT
238
Parkside Financial Bank & Trust
Missouri
$230 +$230 +5 New
GWS
239
Glassman Wealth Services
Virginia
$184 – – –
TWP
240
TFO Wealth Partners
Ohio
$92 – – –
MCM
241
Manchester Capital Management
Vermont
$46 – – –
SG Americas Securities
242
SG Americas Securities
New York
– -$1.27M -34,745 Closed
XT
243
XTX Topco
Cayman Islands
– -$507K -13,890 Closed
PCM
244
Prelude Capital Management
New York
– -$326K -8,927 Closed
OR
245
Olympiad Research
Connecticut
– -$264K -7,243 Closed
Point72 Asset Management
246
Point72 Asset Management
Connecticut
– -$235K -6,438 Closed
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
– -$225K -6,176 Closed
OQS
248
Occudo Quantitative Strategies
Florida
– -$225K -6,154 Closed
VI
249
Vestcor Inc
New Brunswick, Canada
– -$159K -4,369 Closed
QT
250
Quantbot Technologies
New York
– -$65.6K -1,798 Closed
7 8 9
10
11