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WSFS Financial
WSFS

Overview Fund Activity

114 hedge funds and large institutions have $503M invested in WSFS Financial in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+10
Holders Change %
+9.62%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
46
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$67.1M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$12.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$15.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.36M
5
CAM
5
ClariVest Asset Management
California
$2.41M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$32.1M
2
SCM
2
Stadium Capital Management
Connecticut
$11.9M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$964K
4
Jennison Associates
4
Jennison Associates
New York
$17.3M
5
BMCMI
5
Bryn Mawr Capital Management Inc
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.04M -$230K -8,883 -5%
WA
27
Westport Advisers
Connecticut
$3.76M – – –
Deutsche Bank
28
Deutsche Bank
Germany
$3.64M +$1.56M +60,261 +75%
Charles Schwab
29
Charles Schwab
California
$3.59M +$619K +23,964 +21%
RFC
30
Russell Frank Company
Washington
$3.48M -$117K -4,512 -3%
HAI
31
Hennessy Advisors Inc
California
$2.95M -$930K -36,000 -24%
TCIM
32
TIAA CREF Investment Management
New York
$2.79M -$39.9K -1,545 -1%
NFA
33
Nationwide Fund Advisors
Ohio
$2.66M +$1.28M +49,551 +93%
CAM
34
ClariVest Asset Management
California
$2.41M +$2.26M +87,399 +1,526%
Bank of America
35
Bank of America
North Carolina
$2.16M +$1.93M +74,691 +841%
Prudential Financial
36
Prudential Financial
New Jersey
$2.09M -$163K -6,300 -7%
BIM
37
BlackRock Investment Management
Delaware
$2.04M -$73.8K -2,856 -3%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$1.99M +$1.04M +40,491 +110%
PCM
39
Piermont Capital Management
Missouri
$1.82M +$1.82M +70,230 New
CS
40
Credit Suisse
Switzerland
$1.79M +$1.02M +39,387 +132%
PPA
41
Parametric Portfolio Associates
Washington
$1.71M -$1.01M -39,015 -37%
MAM
42
Martingale Asset Management
Massachusetts
$1.69M +$11.3K +438 +0.7%
BIM
43
Bogle Investment Management
Massachusetts
$1.64M +$1.64M +63,498 New
1IC
44
1919 Investment Counsel
Maryland
$1.55M – – –
TC
45
TFS Capital
Pennsylvania
$1.55M +$914K +35,385 +145%
Two Sigma Investments
46
Two Sigma Investments
New York
$1.5M +$1.5M +58,074 New
PCMF
47
Private Capital Management (Florida)
Florida
$1.34M -$55.3K -2,139 -4%
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$1.33M +$3.72K +144 +0.3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$1.32M +$584K +22,548 +80%
CIC
50
Cornercap Investment Counsel
Georgia
$1.29M +$937K +36,270 +268%
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