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WSFS Financial
WSFS

Overview Fund Activity

118 hedge funds and large institutions have $459M invested in WSFS Financial in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
37
Reduced
40
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$15.5M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$16.9M
3
FCM
3
Frontier Capital Management
Massachusetts
$32.1M
4
William Blair & Company
4
William Blair & Company
Illinois
$16M
5
SFM
5
Systematic Financial Management
New Jersey
$1.87M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$5.27M
2
Boston Partners
2
Boston Partners
Massachusetts
$13.4M
3
TC
3
TFS Capital
Pennsylvania
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$3.9M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$371K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$3.9M -$1.04M -43,566 -21%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$3.72M -$8.64K -363 -0.2%
WA
28
Westport Advisers
Connecticut
$3.47M – – –
Charles Schwab
29
Charles Schwab
California
$3.26M -$47.7K -2,004 -1%
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$3.18M +$1.34M +56,526 +73%
NFA
31
Nationwide Fund Advisors
Ohio
$2.65M +$200K +8,400 +8%
RFC
32
Russell Frank Company
Washington
$2.58M -$476K -21,000 -16%
TCIM
33
TIAA CREF Investment Management
New York
$2.53M -$35.7K -1,500 -1%
HAI
34
Hennessy Advisors Inc
California
$2.5M -$214K -9,000 -8%
Bank of America
35
Bank of America
North Carolina
$1.97M -$17.5K -735 -0.9%
BIM
36
BlackRock Investment Management
Delaware
$1.91M +$30.4K +1,278 +2%
Prudential Financial
37
Prudential Financial
New Jersey
$1.91M -$14.3K -600 -0.7%
SFM
38
Systematic Financial Management
New Jersey
$1.87M +$1.87M +78,660 New
MCM
39
Maltese Capital Management
New York
$1.79M +$1.79M +75,000 New
PPA
40
Parametric Portfolio Associates
Washington
$1.7M +$132K +5,538 +8%
PCM
41
Piermont Capital Management
Missouri
$1.68M +$12.1K +510 +0.7%
BIM
42
Bogle Investment Management
Massachusetts
$1.51M – – –
CAM
43
ClariVest Asset Management
California
$1.49M -$722K -30,348 -33%
1IC
44
1919 Investment Counsel
Maryland
$1.43M – – –
CIC
45
Cornercap Investment Counsel
Georgia
$1.38M +$192K +8,055 +16%
CS
46
Credit Suisse
Switzerland
$1.36M -$286K -12,006 -17%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$1.28M +$71.2K +3,000 +6%
PCMF
48
Private Capital Management (Florida)
Florida
$1.23M – – –
Nuveen Asset Management
49
Nuveen Asset Management
Illinois
$1.23M – – –
PAM
50
Panagora Asset Management
Massachusetts
$1.08M +$238K +9,975 +28%
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