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WSFS Financial
WSFS

Overview Fund Activity

235 hedge funds and large institutions have $2.6B invested in WSFS Financial in 2022 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+3
Holders Change %
+1.29%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
27
Increased
68
Reduced
97
Closed
23
Calls
$246K
Puts
$302K
Net Calls
-$56K
Net Calls Change
+$169K

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$89.7M
2
Franklin Resources
2
Franklin Resources
California
$111M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$171M
4
Millennium Management
4
Millennium Management
New York
$8.56M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$4.51M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.51M
2
Macquarie Group
2
Macquarie Group
Australia
$98.9M
3
Invesco
3
Invesco
Georgia
$46.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$10.5M
5
State Street
5
State Street
Massachusetts
$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$18.2M -$391K -8,423 -2%
Morgan Stanley
27
Morgan Stanley
New York
$16.8M -$124K -2,665 -0.7%
ClearBridge Investments
28
ClearBridge Investments
New York
$16.1M -$2.91M -62,556 -15%
EARNEST Partners
29
EARNEST Partners
Georgia
$15.8M -$97.7K -2,103 -0.6%
Goldman Sachs
30
Goldman Sachs
New York
$15.2M -$1.64M -35,232 -10%
Renaissance Technologies
31
Renaissance Technologies
New York
$15M -$5.35M -115,129 -26%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$12.4M -$51.5K -1,108 -0.4%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$12.1M +$203K +4,376 +2%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$11.4M +$437K +9,402 +4%
EAM
35
Eagle Asset Management
Florida
$11.1M -$128K -2,761 -1%
Wells Fargo
36
Wells Fargo
California
$10.8M -$127K -2,730 -1%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$10.5M -$8.8M -189,323 -46%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$8.99M +$203K +4,361 +2%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$8.82M +$182K +3,927 +2%
NSAM
40
North Star Asset Management
Wisconsin
$8.67M -$218K -4,696 -2%
Millennium Management
41
Millennium Management
New York
$8.56M +$5.18M +111,416 +153%
Legal & General Group
42
Legal & General Group
United Kingdom
$8.46M -$204K -4,388 -2%
American Century Companies
43
American Century Companies
Missouri
$8.23M -$616K -13,257 -7%
Swiss National Bank
44
Swiss National Bank
Switzerland
$7.12M -$37.2K -800 -0.5%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$6.51M -$143M -3,084,516 -96%
ACB
46
Aristotle Capital Boston
Massachusetts
$5.7M -$1.04M -22,298 -15%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.41M -$159K -3,414 -3%
RJA
48
Raymond James & Associates
Florida
$5.24M +$143K +3,072 +3%
CIC
49
Crawford Investment Counsel
Georgia
$5.07M +$339K +7,290 +7%
HAI
50
Hennessy Advisors Inc
California
$5.02M -$790K -17,000 -14%
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