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WSFS Financial
WSFS

Overview Fund Trends Analyst Outlook Journalist POV

117 hedge funds and large institutions have $497M invested in WSFS Financial in 2014 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding: →

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$7.44M
2
+$5.51M
3
+$5.11M
4
MCM
Maltese Capital Management
New York
+$4.83M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.37M

Top Sellers

1
-$6.11M
2
-$4.37M
3
-$4.23M
4
WA
Westport Advisers
Connecticut
-$3.47M
5
Morgan Stanley
Morgan Stanley
New York
-$2.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$4.5M
27
$4.42M
28
$4.19M
29
$3.36M
30
$3.24M
31
$3.15M
32
$3.14M
33
$2.91M
34
$2.72M
35
$2.13M
36
$2.12M
37
$2.1M
38
$2.06M
39
$2.02M
40
$1.89M
41
$1.74M
42
$1.64M
43
$1.61M
44
$1.6M
45
$1.47M
46
$1.42M
47
$1.33M
48
$1.32M
49
$1.26M
50
$1.26M
1
2
3 4 5