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WSFS Financial
WSFS

Overview Fund Trends Analyst Outlook Journalist POV

123 hedge funds and large institutions have $475M invested in WSFS Financial in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more funds holding in top 10

Funds holding in top 10: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $497M → $475M (-$21.8M)

Holders
123
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
+$10.3M
2
+$4.25M
3
+$2.43M
4
FCM
Frontier Capital Management
Massachusetts
+$2.24M
5
SFM
Systematic Financial Management
New Jersey
+$2.2M

Top Sellers

1
-$7.44M
2
-$5.63M
3
-$4.58M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.54M
5
Goldman Sachs
Goldman Sachs
New York
-$1.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$4.07M
27
$2.92M
28
$2.77M
29
$2.73M
30
$2.56M
31
$2.52M
32
$2.32M
33
$2.29M
34
$2.2M
35
$2.12M
36
$2.1M
37
$2.1M
38
$2.1M
39
$2.05M
40
$2.02M
41
$1.91M
42
$1.67M
43
$1.56M
44
$1.44M
45
$1.43M
46
$1.39M
47
$1.3M
48
$1.26M
49
$1.23M
50
$1.18M
1
2
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