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WSFS Financial
WSFS

Overview Fund Activity

239 hedge funds and large institutions have $2.43B invested in WSFS Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
70
Reduced
100
Closed
23
Calls
$605K
Puts
$18K
Net Calls
+$587K
Net Calls Change
+$522K

Top Buyers

1
Aberdeen Group
Aberdeen Group
United Kingdom
$28.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$331M
3
BlackRock
BlackRock
New York
$403M
4
American Century Companies
American Century Companies
Missouri
$31M
5
CIP
Champlain Investment Partners
Vermont
$58.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$20.6M
2
Jennison Associates
Jennison Associates
New York
$15.6M
3
Norges Bank
Norges Bank
Norway
$24.1M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$0
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$1.94K – – –
First Manhattan
227
First Manhattan
New York
$1.35K – – –
UB
228
UMB Bank
Missouri
$1.17K +$1.17K +26 New
JWA
229
JFS Wealth Advisors
Pennsylvania
$1.13K – – –
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$948 -$181 -4 -16%
SIC
231
SJS Investment Consulting
Ohio
$587 +$45 +1 +8%
AWM
232
Avior Wealth Management
Nebraska
$586 +$586 +13 New
DPW
233
DiNuzzo Private Wealth
Pennsylvania
$452 – – –
FFA
234
Farther Finance Advisors
California
$442 -$884 -20 -67%
ECM
235
Everence Capital Management
Indiana
$330 – – –
PFBT
236
Parkside Financial Bank & Trust
Missouri
$226 – – –
RIL
237
Rothschild Investment LLC
Illinois
$226 +$226 +5 New
TWP
238
TFO Wealth Partners
Ohio
$90 – – –
MCM
239
Manchester Capital Management
Vermont
$46 – – –
Tudor Investment Corp
240
Tudor Investment Corp
Connecticut
– -$4.46M -97,023 Closed
CSS
241
Cubist Systematic Strategies
Connecticut
– -$3.57M -77,621 Closed
AWM
242
AE Wealth Management
Kansas
– -$1.7M -36,585 Closed
Qube Research & Technologies (QRT)
243
Qube Research & Technologies (QRT)
United Kingdom
– -$1.44M -31,314 Closed
KCM
244
Kennedy Capital Management
Missouri
– -$952K -20,730 Closed
WAM
245
Wakefield Asset Management
Colorado
– -$939K -20,451 Closed
GCP
246
GSA Capital Partners
United Kingdom
– -$782K -17,033 Closed
ECM
247
ExodusPoint Capital Management
New York
– -$668K -14,550 Closed
HF
248
HRT Financial
New York
– -$645K -14,047 Closed
RMC
249
Resources Management Corp
Connecticut
– -$643K -13,995 Closed
JFG
250
Jefferies Financial Group
New York
– -$632K -13,750 Closed
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