WSFS icon

WSFS Financial
WSFS

Overview Fund Activity

230 hedge funds and large institutions have $2.29B invested in WSFS Financial in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 102 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
64
Reduced
102
Closed
15
Calls
$91K
Puts
$5K
Net Calls
+$86K
Net Calls Change
+$142K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$33.6M
2
CIP
2
Champlain Investment Partners
Vermont
$58.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$6.51M
4
State Street
4
State Street
Massachusetts
$119M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$7.66M

Top Sellers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$43.3M
2
BlackRock
2
BlackRock
New York
$405M
3
Jennison Associates
3
Jennison Associates
New York
$17.6M
4
Invesco
4
Invesco
Georgia
$38.3M
5
CB
5
Cooke & Bieler
Pennsylvania
$49.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
26
Jennison Associates
New York
$17.6M -$11.7M -258,212 -40%
Principal Financial Group
27
Principal Financial Group
Iowa
$17.1M -$692K -15,266 -4%
EARNEST Partners
28
EARNEST Partners
Georgia
$15.6M +$195K +4,309 +1%
ClearBridge Investments
29
ClearBridge Investments
New York
$15.6M -$92.7K -2,044 -0.6%
Renaissance Technologies
30
Renaissance Technologies
New York
$13.8M -$813K -17,929 -6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$12.8M +$1.74M +38,369 +16%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$11.8M +$53.5K +1,179 +0.5%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$11.6M -$471K -10,388 -4%
EAM
34
Eagle Asset Management
Florida
$10.5M -$205K -4,554 -2%
Wells Fargo
35
Wells Fargo
California
$10.2M -$388K -8,557 -4%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$8.81M +$34.1K +753 +0.4%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$8.69M -$1.54M -33,932 -15%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$8.61M +$2.26M +49,863 +36%
Legal & General Group
39
Legal & General Group
United Kingdom
$8.19M -$68.4K -1,508 -0.8%
NSAM
40
North Star Asset Management
Wisconsin
$8.04M -$415K -9,154 -5%
American Century Companies
41
American Century Companies
Missouri
$7.94M -$94.3K -2,079 -1%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$7.76M -$848K -18,699 -10%
Lord, Abbett & Co
43
Lord, Abbett & Co
New Jersey
$7.66M +$3.78M +83,262 +97%
Swiss National Bank
44
Swiss National Bank
Switzerland
$6.95M – – –
Deutsche Bank
45
Deutsche Bank
Germany
$6.51M +$5.25M +115,772 +417%
Public Sector Pension Investment Board (PSP Investments)
46
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.08M +$799K +17,624 +15%
ACB
47
Aristotle Capital Boston
Massachusetts
$5.37M -$197K -4,334 -4%
RJA
48
Raymond James & Associates
Florida
$5.12M +$12.5K +276 +0.2%
CIC
49
Crawford Investment Counsel
Georgia
$4.96M +$15.2K +335 +0.3%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$4.79M +$2.28M +49,962 +91%
1
2
3 4 5