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WSFS Financial
WSFS

Overview Fund Activity

141 hedge funds and large institutions have $1.24B invested in WSFS Financial in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 54 reducing their positions, and 15 closing their positions.

Holders
141
Holders Change
-4
Holders Change %
-2.76%
% of All Funds
3.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
46
Reduced
54
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$82M
2
Macquarie Group
2
Macquarie Group
Australia
$42.7M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$64.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$66.8M
5
BlackRock
5
BlackRock
New York
$94.5M

Top Sellers

1
Pzena Investment Management
1
Pzena Investment Management
New York
$7.87M
2
Ameriprise
2
Ameriprise
Minnesota
$34.3M
3
PI
3
Putnam Investments
Massachusetts
$938K
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$18.3M
5
MCM
5
Maltese Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Geode Capital Management
26
Geode Capital Management
Massachusetts
$12.3M 251,953 +9,818 +4%
Norges Bank
27
Norges Bank
Norway
$11.7M 239,147 +15,407 +7%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$11M 225,576 -17,471 -7%
EAM
29
Eagle Asset Management
Florida
$10.3M 208,565 +38,009 +22%
O
30
OppenheimerFunds
New York
$9.83M 201,642 -8,125 -4%
Jennison Associates
31
Jennison Associates
New York
$9.44M 193,605 +1,027 +0.5%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$8.58M 175,919 -7,585 -4%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$8.27M 169,608 – –
Pzena Investment Management
34
Pzena Investment Management
New York
$7.87M 161,373 -176,776 -52%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$7.86M 161,162 -2,572 -2%
TCIM
36
TIAA CREF Investment Management
New York
$7.52M 154,230 -24,179 -14%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$7.46M 153,023 – –
Franklin Resources
38
Franklin Resources
California
$6.83M 140,000 -2,010 -1%
Charles Schwab
39
Charles Schwab
California
$6.7M 137,410 +13,099 +11%
SB
40
Suntrust Banks
Georgia
$5.26M 107,956 – –
Bank of America
41
Bank of America
North Carolina
$5.23M 107,319 +37,987 +55%
AIS
42
AlphaOne Investment Services
Pennsylvania
$5.23M 107,223 +650 +0.6%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$4.62M 94,775 +7,280 +8%
Stifel Financial
44
Stifel Financial
Missouri
$4.6M 94,282 +363 +0.4%
Morgan Stanley
45
Morgan Stanley
New York
$4.16M 85,335 -5,403 -6%
Wells Fargo
46
Wells Fargo
California
$3.8M 77,946 +24,121 +45%
First Trust Advisors
47
First Trust Advisors
Illinois
$3.18M 65,275 -13,990 -18%
MPAM
48
Monarch Partners Asset Management
Massachusetts
$3.03M 62,190 -6,240 -9%
PPA
49
Parametric Portfolio Associates
Washington
$2.9M 59,395 +965 +2%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$2.89M 59,270 -1,100 -2%
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