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WSFS Financial
WSFS

Overview Fund Activity

261 hedge funds and large institutions have $2.68B invested in WSFS Financial in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 71 increasing their positions, 98 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+29
Holders Change %
+12.5%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
71
Reduced
98
Closed
14
Calls
$876K
Puts
$479K
Net Calls
+$397K
Net Calls Change
-$289K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$11.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$24M
3
FCM
3
Frontier Capital Management
Massachusetts
$34.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$27M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.4M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$143M
2
CB
2
Cooke & Bieler
Pennsylvania
$39.3M
3
Jennison Associates
3
Jennison Associates
New York
$18.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$358M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
251
DiNuzzo Private Wealth
Pennsylvania
$612 +$51 +1 +9%
CA
252
Continuum Advisory
Idaho
$460 +$460 +8 New
LFG
253
Larson Financial Group
Missouri
$459 – – –
HNB
254
Huntington National Bank
Ohio
$459 – – –
MFG
255
Mendota Financial Group
Wisconsin
$204 +$204 +4 New
CA
256
Claris Advisors
Missouri
$204 +$204 +4 New
MFA
257
McClarren Financial Advisors
Pennsylvania
$128 +$8 +3 +6%
MCM
258
Manchester Capital Management
Vermont
$51 – – –
TFM
259
TFC Financial Management
Massachusetts
$51 – – –
IAIM
260
International Assets Investment Management
Florida
$18 +$18 +900 +5,000%
Norges Bank
261
Norges Bank
Norway
– -$24.1M -511,990 Closed
DA
262
Denali Advisors
California
– -$3.44M -73,100 Closed
TPSF
263
Texas Permanent School Fund
Texas
– -$2.32M -49,289 Closed
Squarepoint
264
Squarepoint
New York
– -$1.12M -23,763 Closed
AI
265
AXS Investments
New York
– -$860K -18,294 Closed
AA
266
ALPS Advisors
Colorado
– -$371K -7,893 Closed
AG
267
Algert Global
California
– -$285K -6,072 Closed
Balyasny Asset Management
268
Balyasny Asset Management
Illinois
– -$282K -6,002 Closed
GC
269
Guggenheim Capital
Illinois
– -$267K -5,676 Closed
XT
270
XTX Topco
Cayman Islands
– -$257K -5,477 Closed
OR
271
Olympiad Research
Connecticut
– -$214K -4,547 Closed
PCM
272
Prelude Capital Management
New York
– -$205K -4,365 Closed
IC
273
Innealta Capital
Texas
– -$114K -2,418 Closed
SC
274
Stephens Consulting
Michigan
– -$2.02K -43 Closed
7 8 9 10
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